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Improve your data analysis with AI

Get crucial insights into your customer’s financial situation

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FleetcorIFSThe Co-op Credit UnionMagnitude FinanceDSG Financial ServicesSunshine MobileRental GoodsVorensysIncutoLove FinanceUnity Auto Finance
FleetcorIFSThe Co-op Credit UnionMagnitude FinanceDSG Financial ServicesSunshine MobileRental GoodsVorensysIncutoLove FinanceUnity Auto Finance
FleetcorIFSThe Co-op Credit UnionMagnitude FinanceDSG Financial ServicesSunshine MobileRental GoodsVorensysIncutoLove FinanceUnity Auto Finance
FleetcorIFSThe Co-op Credit UnionMagnitude FinanceDSG Financial ServicesSunshine MobileRental GoodsVorensysIncutoLove FinanceUnity Auto Finance
FleetcorIFSThe Co-op Credit UnionMagnitude FinanceDSG Financial ServicesSunshine MobileRental GoodsVorensysIncutoLove FinanceUnity Auto Finance
FleetcorIFSThe Co-op Credit UnionMagnitude FinanceDSG Financial ServicesSunshine MobileRental GoodsVorensysIncutoLove FinanceUnity Auto Finance

Everything you need to get started with PlankyGPT

At Planky, we build an easy-to-follow, yet advanced conversational interface between Large Language Models and account transactional data confirmed by the bank.
And much more.

Planky

Large Language Models for Financial Services

PlankyGPT has been designed to support businesses in financial data analysis. No limitations. Everything is simple and in one place. Make the most out of Large Language Models to interact with your financial data and improve decision-making processes.

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Ask for any data you need

PlankyGPT helps you find the report you need at the very moment. You just ask about the data you need and here it is, in seconds.

Top Recuring TransactionsEXPENDITURESINCOMES£3,543.59£3,543.59AccountConsistencyAccountConsistencyRegularityRegularityLongevityLongevitySomewhatconsistentSomewhatconsistentHighlyregularHighlyregular3 months0 breaks3 months0 breaks829087867980Savings & InvestmentsInsuranceNS&I PREMIUM BONDSAXA HEALTH INSURANCE9 Jun 20209 Jun 2020£3,543.59AccountConsistencyRegularityLongevitySomewhatconsistentHighlyregular3 months0 breaks818882Mortgage/RentHAER HOMES RENT9 Jun 2020See allHISTORICAL TIME SERIESMONTHLY COMPARISIONBALANCE£4,000£2,000£1,000£3,000£5,000- £1,000- £2,0000What is the average amount of ‘essential versus non-essential cost’ in the last 3 months?Are there any new loans in this customer’s account in the last 7 days?The average essential cost is GBP 600 per month. The average non-essential cost is GBP 900 per month.No, no new loans. However, there is a new credit line: GBP 2,000.Message
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Create new metrics

Use non-standard metrics and discover new valuable insights to enrich your reports even more.

Top Recuring TransactionsEXPENDITURESINCOMES£3,543.59£3,543.59AccountConsistencyAccountConsistencyRegularityRegularityLongevityLongevitySomewhatconsistentSomewhatconsistentHighlyregularHighlyregular3 months0 breaks3 months0 breaks829087867980Savings & InvestmentsInsuranceNS&I PREMIUM BONDSAXA HEALTH INSURANCE9 Jun 20209 Jun 2020£3,543.59AccountConsistencyRegularityLongevitySomewhatconsistentHighlyregular3 months0 breaks818882Mortgage/RentHAER HOMES RENT9 Jun 2020See allHISTORICAL TIME SERIESMONTHLY COMPARISIONBALANCE£4,000£2,000£1,000£3,000£5,000- £1,000- £2,0000How many customers have their income higher than GBP 3,000 per month?In what months are our customers the most active buyers? Please show me a chart presenting data for the last month.There are 245 customers with income higher than GBP 3,000 per month. Do you need an income diagram for the entire portfolio?Here is the chart.Message

With any data source

MessageBank AccountPDFsOpen BankingSpreadsheets

Lead in the financial world with the AI revolution

Understand finances better

Everything starts with both bank transactions and the proper understanding of the categories these transactions fall into. Get a full overview and understand your customers’ finances better.

Supercharge your knowledge

Use data and statistics that are not included in standard metrics. All you have to do is ask your PlankyGPT to create a new set of data/dashboards or to browse the existing ones and find the one you need.

Empower yourself

Save time using enriched metrics and advanced data analytics. Get helpful calculations and statistics to get a full overview of customer transactions and your entire portfolio.

Top Recuring TransactionsEXPENDITURESINCOMES£4,543.00£50.00AccountConsistencyAccountConsistencyRegularityRegularityLongevityLongevitySomewhatconsistentSomewhatconsistentHighlyregularHighlyregular3 months0 breaks3 months0 breaks646387882526SalaryBenefitsWage for John DoeHMRC child benefitMost recent: 9 Jan 2023Most Recent: 10 March 2023£1,000.00AccountConsistencyRegularityLongevitySomewhatconsistentHighlyregular3 months0 breaks648625InvestmentBank Giro Credit investmentMost Recent: 10 March 2023Decision£900£2,326.59£2,326.59£2,326.59£2,326.59£2,326.59Balance:Average Income:Average Cost:Net Balance:Fixed Cost:Flexible Cost:£3,543.59£3,543.59£3,543.59£3,543.59£3,543.59IncomeDisposable IncomeRentInsuranceBenefits10 Jun012312 Jun14 Jun16 Jun18 Jun20 Jun22 Jun24 Jun26 Jun28 Jun30 Jun01 Jul03 Jul05 Jul07 JulProduct ABCProduct GHIProduct ABCWhat products are available for the customer ‘John Doe’?Does John Doe pay his rent regularly?Does Alice Doe have any child benefits?Jon Doe can afford a customer loan of GBP 2,500.Yes, the customer has been paying on time for the last 16 months, always between the 5th and 10th day of the month. The rent is GBP 2,400.No, there are no such transactions in Alice Doe’s bank account.Message

Understand finances better

Everything starts with both bank transactions and the proper understanding of the categories these transactions fall into. Get a full overview and understand your customers’ finances better.

Supercharge your knowledge

Use data and statistics that are not included in standard metrics. All you have to do is ask your PlankyGPT to create a new set of data/dashboards or to browse the existing ones and find the one you need.

Empower yourself

Save time using enriched metrics and advanced data analytics. Get helpful calculations and statistics to get a full overview of customer transactions and your entire portfolio.

GDPR compliant

GDPR compliant

Data integrity and full transparency are our highest priorities. We keep your data secure and confidential in the full data life cycle.

Powered by Open Source

Powered by Open Source

PlankyGPT is powered by Open Source LLM Llama3. Large Language Models are only trained on your data, no one else can access and modify them.

Be the first to know

We are currently testing our AI solution, leave us your e-mail and you will be the first to know about its launch.

Explore other Planky products

At Planky, we build products that make the financial processes much easier for our clients. They are designed for both startups and enterprises that need to level up their underwriting operations. Say hello to our high-end portfolio:

Account Check

Account Check

Dive deeper into your customer’s transaction data. Verify real-time income and expenditure information using data directly from the bank, manipulation-free.

Explore
Transactions

Transactions

Verify whether an applicant can afford your product. Check their income sources and confirm their revenues easily and quickly. Analyze multiple income sources.

Categories

Categories

See customers’ incomes and expenditures and group them into over 100 categories. Monitor bank transactions with accuracy higher than 95%

Be up to date with technological news

Interested in our tools and how to maximize your revenue and customer experience? Don’t forget to visit our blog. Here’s a sneak peek of what our latest articles offer:

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84 Brook Street

London W1K 5EH

Call us on +44 20 3709 6726

Company registered in England

Company number 09168668, ICO ZA111687, VAT registration number 206 9758 80, Authorised and Regulated by the Financial Conduct Authority.

(FRN: 821100, 781963)

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