Product ยท
From estimates to evidence.
FinDash brings Plaid-linked activity and AI-extracted bank and credit-card statement transactions into Cash Flow, helping advisors build a reviewable planning baseline from observed activity.
By FinDash Team
See linked accounts and uploaded statements become a reviewable cash-flow baseline for planning.
Product walkthrough
What happens in the video
- Bring the sources together: Checking, credit-card, and statement activity flow into one Cash Flow workspace.
- Collect transaction evidence: FinDash organizes imported activity into a reviewable transaction history instead of relying only on rough estimates.
- See where cash actually went: Categorized activity shows observed spending and how it compares with the planning assumption.
- Strengthen the planning baseline: The reviewed evidence can replace or refine estimates before an advisor carries cash flow into the broader plan.
Link financial activity with Plaid
Advisors can connect eligible bank and credit-card accounts through Plaid to bring transaction activity into FinDash Cash Flow. That gives the planning conversation a view of observed inflows and outflows instead of starting only with remembered or rounded monthly estimates.
Linked data is evidence, not a finished plan. Accounts may need relinking, transfers and exclusions need review, and categories should be checked before the activity is used as a planning assumption.
Use statements when the link is incomplete
When Plaid is unavailable or historical coverage is incomplete, FinDash can analyze supported PDF bank and credit-card statements with AI and extract transaction details for review. Existing supported PDFs can also be selected from the client Vault.
CSV, XLS, and XLSX transaction files provide another import path. Before import, the advisory team can review dates, descriptions, merchants, inflow or outflow direction, account mapping, and categories.
Reconcile activity into the planning baseline
Once the sources are reviewed together, Cash Flow can show where money actually moved and how observed activity compares with the plan. That evidence helps advisors spot assumptions that are too high, too low, duplicated, or missing.
The goal is not to treat past transactions as a forecast. It is to begin the planning process with a clearer, auditable baseline and then apply professional judgment to future income, expenses, savings, and one-time events.
FinDash MCP questions
- How does FinDash import cash-flow data?
- FinDash can use eligible Plaid-linked accounts, AI extraction from supported PDF bank and credit-card statements, and CSV or Excel transaction imports. Imported information remains reviewable before it becomes part of the working cash-flow record.
- Does AI statement extraction make a cash-flow plan automatically accurate?
- No. AI extraction reduces manual entry, but advisors should verify transactions, categories, transfer treatment, account mapping, statement coverage, and planning assumptions before relying on the result.
- Can FinDash use statements already stored in the client Vault?
- The Cash Flow statement workflow can select supported PDF documents from the client Vault for analysis, then present extracted transactions for review before import.
Highlights
- Bring eligible bank and credit-card activity into Cash Flow through Plaid.
- Use AI to extract transactions from supported PDF bank and credit-card statements.
- Review transaction details, account mapping, and categories before import.
- Compare observed activity with planning assumptions before projecting forward.
Product review: FinDash Product Team. Plaid, statement-import, transaction-review, and planning claims reviewed against the current FinDash Cash Flow experience.
See FinDash for advisors