Bank Statements → Journal Entries → Financial Reports (for Bank Loan Applications)

Customer Dashboard

Manage Credit Cards, Analyze Spending, Evaluate Loan Opportunities.

Add customers to get started

AI intelligent prediction and financial health score based on historical data

Click Refresh Predictions to load score

Click Refresh Predictions to load prediction

Click Refresh Predictions to load trend chart

System-generated daily report summaries from the last 7 days

Login System:
Click "admin" In Top Right → Use Admin Email And Password
Upload Credit Card Statements:
Navigation Bar → "cc Ledger" → Click "show Upload Form" → Select Card → Upload Pdf (15 Malaysian Banks Supported)
Upload Savings Statements:
Click "savings" → Upload Savings Account Statements (7 Banks Supported)
Customer Management:
Admin Dashboard → View All Customers, Credit Cards, And Transaction Data
Generate Monthly Reports:
Customer Details Page → Click "generate Monthly Report"

CREDIT CARD TRACKING Auto-parse Statements & Categorize

SAVINGS ACCOUNT Track Deposits & Prepayments

RECEIPT MANAGEMENT Ocr & Auto-matching

SMART LOAN MATCHER Ctos Analysis & Dsr Calculation

AI ADVANCED ANALYTICS Health Scoring & Recommendations

AUTOMATED REPORTS Auto-generate Monthly Pdfs

PAYMENT REMINDERS Email & Sms Notifications

Customer Login:
Click "login" → Use Customer Email Provided By Admin
View Statements:
Customer Portal → View All Credit Cards And Transaction Records
View Reports:
Customer Dashboard → Download Pdf Monthly Reports
Apply For Loans:
Click "loan Matcher" → Upload Ctos Report To View Matched Products

NEED HELP? Contact System Administrator Or Consult Documentation.