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Zero data egress
Upload a statement, confirm the auto-detected type and bank format, review and reclassify the transaction grid, then get a category breakdown with trends and supplier concentration.
Stage 1 of 4 · Per file
Upload — bank statement or accounting export
CSV, Excel and PDF bank statements are all supported. Connect a folder for ongoing feeds.
What you see
- A drop zone and folder-connect
- A storage advisory banner if storage is constrained
- A zero-data-retention banner
What you do
- Drop a bank statement CSV, Excel or PDF
- Or connect a folder for continuous sync
- Wait for parse and row count
What you get
- The file parsed locally, rows counted
- Auto-detected bank format (green chip)
- Ready for Confirm and Proceed
Stage 2 of 4 · Per file
Confirm data type and bank format
Two auto-detected signals in one panel: what kind of file it is, and which bank exported it.
What you see
- A detected data-type card with confidence
- A green Bank Format Detected chip (Barclays / HSBC / NatWest / …)
- A Confirm and Proceed button
What you do
- Verify the top card matches your file
- If not, pick the right data type
- Click Confirm and Proceed
What you get
- Bank-specific reference tokens (FT / DDR / PISP / SO / BAC) auto-stripped
- Cleaner classification input
- Source-type memory for next time
Heads up. Stage 2 is a review gate — confirm the detected type before proceeding.
Stage 3 of 4 · Ongoing
Review and reclassify — the transaction grid
Every row categorised, low-confidence rows flagged. You confirm or reclassify.
What you see
- A sortable grid with category and confidence
- Colour-coded confidence (green ≥ 85%, amber, red < 70%)
- A reclassify dropdown per row
- A bulk-select checkbox column
What you do
- Review low-confidence rows first
- Reclassify to a better category
- Optionally bulk-select and reclassify
- Confirm rows individually or in bulk
What you get
- Every row confirmed with your fingerprint
- Reclassifications remembered for next time
- Ready for spend visualisation and export
Stage 4 of 4 · Ongoing
Spend summary and export
A category-by-category breakdown with quarter-on-quarter trend and supplier concentration.
What you see
- A category breakdown by pound value
- Supplier concentration (HHI) per category
- A quarter-on-quarter trend chart
- Export options: CSV, Excel, PDF
What you do
- Review the summary
- Drill into any category
- Export in your preferred format
What you get
- A full spend picture without a procurement platform
- Ready to feed the Tail Spend Analyser
- An audit-ready summary for management review