Bank Statement Wrap by Goalmatic – Quickly summarize your bank statement for the year

Summary: Bank Statement Wrap by Goalmatic analyzes your bank statement to provide a detailed yearly spending summary with personalized insights based on your transaction data. It identifies spending patterns and categorizes behaviors using an AI-driven persona.

What it does

It processes your bank statement to generate a year-end summary highlighting spending habits, impulsive transactions, and transfer frequencies, assigning a persona reflecting your financial behavior.

Who it's for

Individuals seeking a clear, data-driven overview of their yearly spending without setup or manual categorization.

Why it matters

It reveals detailed spending insights not typically provided by banks, helping users understand and manage their financial habits better.