QUICK START GUIDE
ADMIN FEATURES
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Login System:
Click "admin" In Top Right → Use Admin Email And Password
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Upload Credit Card Statements:
Navigation Bar → "cc Ledger" → Click "show Upload Form" → Select Card → Upload Pdf (15 Malaysian Banks Supported)
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Upload Savings Statements:
Click "savings" → Upload Savings Account Statements (7 Banks Supported)
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Customer Management:
Admin Dashboard → View All Customers, Credit Cards, And Transaction Data
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Generate Monthly Reports:
Customer Details Page → Click "generate Monthly Report"
7 CORE FEATURES
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 FEATURES
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Customer Login:
Click "login" → Use Customer Email Provided By Admin
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View Statements:
Customer Portal → View All Credit Cards And Transaction Records
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View Reports:
Customer Dashboard → Download Pdf Monthly Reports
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Apply For Loans:
Click "loan Matcher" → Upload Ctos Report To View Matched Products
TIPS & TRICKS
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Batch Upload Multiple Statement Files
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Auto-organize Files By Month
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12-month Timeline Visualization
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Auto-match Receipts To Transactions
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100% Data Accuracy Guaranteed
NEED HELP?
Contact System Administrator Or Consult Documentation.