Transaction Group Analysis

Learn to use Yapily Transaction Group Analysis


The Transaction Group Analysis (Financial Profile) feature is available as a Private Beta version. Please contact your Customer Success Manager if you would like to access it.

Transaction Group Analysis can be used to identify groups of recurring transactions such as bills, subscriptions, salary & unpredictable income. It uses advanced algorithms to recognise and determine recurring transactions and provide insights into their timing, values, regularity, as well as next predicted payment date.

How can you use it

To access the Transaction Group Analysis of a given user, you will need to use the following guide: