Statement Insights

Private, on-device insights from bank and card statements.

Visit site Download case study (PDF)

Get it onGoogle Play Get it fromMicrosoft StoreComing soonApp StoreComing soonMac App Store

My role: Product Owner
Category: Finance
Live on: Web, Android, Windows
Status: Live

Screenshots

Statement Insights financial dashboard with a green cash-flow summary, smaller balance panels, and report navigation across the top.

Full-page screenshot: The Statement Insights page shows green-accented summary panels, lists, and charts, including a circular chart further down. — The Statement Insights page shows green-accented summary panels, lists, and charts, including a circular chart further down.

A personal finance tool that reads bank and card statements from PDF, Excel, or screenshots on the device and turns them into spending, category, cash-flow, and weekly or monthly reports.

My role

Product Owner and independent product builder.

The user problem

People want to understand where their money goes but are wary of uploading bank statements to online services.

Key product decisions

Process statements entirely on the device, without AI or uploads, and present clear cash-flow, budget, and recurring-bill views.

Decision 1
PDF, Excel, and screenshot statement import
Decision 2
On-device processing with no uploads
Decision 3
Spending categories, budgets, and recurring bills
Decision 4
Weekly and monthly cash-flow reports

Outcomes

Where it stands

Live on the web and in the Microsoft Store; the product website carries the product experience and availability details.

Signals I track next

Calculations or reports completed per visit
Repeat use for new decisions
Time from landing to first useful answer

Evidence

Metrics

Active usersNot yet provided
Downloads / installsNot yet provided
Store ratingNot yet provided
RetentionNot yet provided

Only figures backed by a source are shown as verified. Nothing here is estimated.