AI Automation · Private client · Ottawa
Spending dashboard
Clearer Spending. Hours Saved.
An estimated 5 hours of manual sorting handed back every month, across every card and account.
How it started
A private client in Ottawa asked us to take a monthly chore off their hands: working out where the money went.
The problem
Every month brought another stack of card and bank statements, and the only way to see where the money went was to retype them into a spreadsheet line by line. It took hours, so it rarely got done, and the picture was always out of date.
What we did
- 1.Built an automation that reads bank and credit card statements.
- 2.Sorted every transaction into a spending category automatically.
- 3.Brought every card and account into one dashboard, by category and by month.
- 4.Set it to run on its own, so nobody retypes a statement again.
What changed for the client
The client sees where their money goes without opening a spreadsheet. The dashboard stays current, wasted spend is easy to spot, and around 5 hours of sorting comes back every month.
- Around 5 hours of sorting handed back every month
- Statements read and sorted without anyone touching them
- One dashboard for every card and account
- Spending by category and by month, always current
- Wasted spend easy to spot, and easy to cut
- Runs on its own, so the chore never comes back
Want results like these?
Tell us what you need and we'll send you a quote, or book a free call to talk it through.