Introduction to Precisa Report

To analyse bank statements of an individual or business, you have to create a Report in Precisa. A Report contains Bank Account(s) and corresponding bank statement file(s). Here’s an example to illustrate the structure of a Precisa Report:

Analysis output is generated at the Bank Account level to give you insights into the health of each Bank Account and aggregate level by combining transaction data across all Bank Accounts to give you insights into overall health of the individual or business entity’s cash flow.