Changelog

21 UK Banks Supported

PDF parsing for Barclays, HSBC, Lloyds, NatWest, Santander, Monzo, Revolut, First Direct, American Express, Capital One, NS&I, ANNA Money, Cashplus, and Thinkmoney

Professional Report Generation

Three report types (Standard, Detailed, Professional) with 6 chart types including financial summaries, expense breakdowns, and cash flow trends

Case Management System

Organize by case type: Financial Irregularity, Asset & Income, Business Performance, Compliance, Insolvency, or Custom reviews

Bank-Grade Security

256-bit AES encryption at rest, TLS 1.3 in transit, Supabase Row-Level Security for tenant isolation, full audit trails

Export Options

Export transaction data as CSV for Excel analysis, or download professional PDF reports ready for client delivery

Automatic PII Redaction & Security

Automatic detection and redaction of sensitive data (account numbers, sort codes, postcodes, phone numbers, NI numbers) during processing. Visual PDF redaction with downloadable redacted reports. PDFs auto-deleted after processing for compliance.

Professional Forensic Features

Court-ready forensic reports with 8-section structure, professional formatting, table of contents, methodology section, and signature areas. Evidence-based observations with professional disclaimers.

Comprehensive Error Handling

35+ error types covered with intelligent retry logic, offline support, and automatic recovery. Users never lose progress with form persistence and clear error messages.

CSV Import Support

Upload CSV exports from online banking in addition to PDF statements. Supports common UK bank CSV formats with automatic column detection and transaction extraction.

Stripe Billing Integration

14-day free trial, no credit card required. Three pricing tiers (Free trial, £99/mo Professional, £299/mo Enterprise) with clear feature differentiation and server-side enforcement.