Genesis Revolution
Treasury Agent · Preview

Financial cockpit, live Sandbox Data

What every client of Genesis will see inside the Finance tab of the platform once Plaid Production is live. This preview uses real API responses from a sandbox connection to First Platypus Bank.

Cash flow this period

Inflow
$504.22
2 transactions credited
Outflow
$11,149.46
14 transactions debited
Net
$-10,645.24
Below the healthy target for the period

Transactions by category

outUncategorized spending
7 txs
$7,029.63
outLoan payments
2 txs
$2,103.50
outTransfer out
1 tx
$1,000.00
outTravel
1 tx
$500.00
outFood and drink
3 txs
$516.33
inTravel refund
1 tx
$500.00
inUncategorized inflow
1 tx
$4.22

Debt payoff plan · avalanche method

#
Type
Balance
Min pay
APR
1
Credit cardAttack first · highest interest cost
$1,708.77
$20.00
15.24%
2
Student loanPay minimum while attacking #1
$25,000.00
—
~5.00%
3
MortgageLong-term, low interest, keep on schedule
—
—
3.99%

Proactive alerts

!
Credit card minimum payment is 1.17% of balance

At the current APR, paying only the minimum on your credit card takes over 25 years to clear. Increase to at least $150 monthly to close the balance inside 12 months.

$
Net cash flow is negative this period

Outflow exceeded inflow by $10,645.24. Review the uncategorized $7,029.63 outflow group to identify and label recurring subscriptions.

i
Ready to pull credit score once integrated with Experian

When personal and business credit bureaus are connected, this panel will show your FICO score, top negative factors, and concrete moves to improve it before applying for new business credit.

Data source: live Plaid Sandbox API response using Genesis Revolution Group Client ID. Transactions, balances, identity and liabilities pulled through the same endpoints that will operate against the client's real bank accounts once Plaid Production is approved. Approval is currently in review at Plaid.