Workspace

Parcus

Step 1

Upload Statements

Upload up to 120 statement files across household accounts. Files are sent to /analyse_multi and retained in this session.

We are checking your plan allowance and active jobs before enabling uploads.

Upload mode

Choose whether to start a fresh upload job or add statements against an existing completed job.

Start new analysis job

Upload statements as a full new run with standard workflow.

Add to existing job

Upload latest statements and run refresh or comparison against an existing report.

Profile and Goal (used in analysis context)

Country

Risk comfort

Income stability

Household type

Goal type

Target amount

Time horizon (months)

Monthly contribution

Files

Accepted formats: CSV and PDF.

Selected files

Maximum allowed

120

Next step

Parse and review transactions