Business Solutions
App & Content
Business Solutions
Corporate
Retail & SME Cashflow Insights
Generate 40+ cashflow insights and forecasts for credit decisions, then monitor borrowers proactively with automated alerts.
Retail & SME Cashflow Insights
Generate 40+ cashflow insights and forecasts for credit decisions, then monitor borrowers proactively with automated alerts.
Leverage cashflow insights and forecasts to shorten and improve retail and SME lending, then proactively monitor the book with automated alerts when cash flow, liquidity, or risk signals change.
Use cases
Enhance lending decision
Proactive, automated credit monitoring
Create a straight through approval process
Customer Insights for Relationship Managers / Branches
Product Breakdown
Features by Usecase
SME
Cash Inflow & Outflow Analysis
Data Export & Integration
POS/Merchant Identification
Relationship Analysis
Cashflow Forecast
Irregular Transactions
Recurring Transactions
Red Flag Detection
Proactive credit monitoring
Lending product targeting
Data Export & Integration
Retail
Salary & Other Income Detection
Expense Analysis
Monthly Report
Cashflow Forecast
Red Flag Detection
Proactive credit monitoring
Wealth Opportunity Detection
PDF Parsing & OCR
Data Export & Integration
Get in touch with us
Contact Us
Email us at hello@planto.hk to learn more about the power of PFM & personalization
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