User Documentation
Discover how to use all of Previly's features to manage your finances effectively
Table of Contents
Features Overview
Discover Previly's main features
Advanced AI
Automatic extraction by Claude Sonnet artificial intelligence from your bank statements with exceptional accuracy. Our system automatically recognizes dates, amounts, descriptions and organizes your data instantly.
Unified view
Manage your personal and professional finances in a single interface, with instant switching between the two. Perfect for entrepreneurs, consultants and freelancers who need to manage multiple financial profiles.
Automatic synchronization
Connect your bank accounts via Powens for automatic and real-time synchronization of your transactions. Your data is always up to date without manual intervention. Powens supports many European banks.
Intelligent AI chat
Ask your financial questions to our Claude Sonnet AI assistant and get instant answers about your transactions, budgets, patrimony and financial analyses. The AI understands the context of your data for personalized answers.
Maximum security
Your data is protected with best security practices. We do not store any banking credentials or information. The Powens connection uses secure tokens and you can revoke access at any time.
Complete solution
From ingestion to analysis, through budgets, projects and patrimony: everything in one tool. No need to juggle between multiple applications, Previly centralizes all your financial management.
Getting Started
Account Creation
To get started with Previly, create your account by logging in through our secure platform. Once logged in, you'll be guided through a simple three-step onboarding process.
Onboarding Process
The onboarding allows you to quickly set up your profile:
- Step 1: Create your profile (individual or legal entity)
- Step 2: Add your first bank and bank account
- Step 3: Import your first data or connect via Powens
Data Import
PDF/Image Import with OCR
Upload your bank statements in PDF or image format. Our Claude Sonnet AI automatically extracts all transactions with exceptional accuracy. The extraction recognizes dates, amounts, descriptions and organizes your data instantly.
CSV/Excel Import
Import your data from CSV or Excel files. The system guides you to map your columns (date, amount, description) to Previly's format. Ideal for bank exports or historical data.
Powens Synchronization
Connect your bank accounts via Powens for automatic real-time synchronization. Your transactions are imported automatically without manual intervention. Powens supports many European banks.
Manual Bank Creation
For banks not supported by Powens, create your banks manually. You can then import your statements via PDF, CSV or enter transactions manually.
Transaction Management
Viewing and Filtering
View all your transactions in a unified view. Filter by date, bank, account, category or amount. Quickly search for a specific transaction using the search bar.
Categorization
Organize your transactions by categorizing them. Previly offers predefined categories (Home, Transport, Health, etc.) and allows you to create your own custom categories. Categorization can be done transaction by transaction or in bulk.
Personal/Professional Unified View
Easily switch between your personal and professional finances. Manage multiple individuals and legal entities in a single interface, with separate tracking for each profile.
Category Views
View your expenses by category with detailed charts and statistics. For individuals: Home (Electricity, Internet, Rent), Transport, Education, Health, Entertainment. For businesses: Expenses, Revenue.
Budgets and Projects
Creating and Tracking Budgets
Create budgets for your different expense categories. Set spending limits and track your expenses in real time. Previly alerts you when you approach or exceed your budgets.
Project Management
Organize your finances by project. Create projects with dedicated budgets and associate your transactions with corresponding projects. Ideal for tracking specific investments or project-related expenses.
Overspending Alerts
Receive notifications when your expenses approach or exceed your budgets. Configure custom alert thresholds to stay in control of your finances.
Advanced Management
Custom categories
Create your own expense categories if they don't exist for a tailored organization. Customize your financial organization according to your specific needs.
Personal/Professional Unified View
Manage your personal expenses (individuals) and professional expenses (legal entities) in a single centralized view. Easily switch between the two for optimal management.
Individual views
Detailed views by category for individuals: Home (Electricity, Internet, Rent, Charges), Transport (Train, Car), Education, Health (Insurance, Pharmacy), Entertainment. Analyze your expenses by domain with detailed charts and statistics.
Business views
Specialized views for legal entities: Expenses and Revenue. Organize your professional finances with categories adapted to business needs.
Loans and Amortization Schedules
Record your loans with complete details (amount, rate, duration). Previly automatically generates detailed amortization schedules and matches your monthly payments with your transactions for precise tracking of your repayments.
Recurring Payments
Previly automatically detects your recurring payments (subscriptions, regular bills). View them in a dedicated table with charts and keep an overview of your regular expenses to better anticipate your cash outflows.
Cash Flow Forecast
For legal entities, generate cash flow forecasts with projections over several months. Visualize your projection curves and export your forecasts to Excel for your presentations and planning.
Budgets
Create and track your budgets to control your expenses and achieve your financial goals. Set spending limits by category and receive alerts when you approach or exceed your budgets.
Projects
Organize your finances by project with dedicated budgets to track your specific investments and expenses. Ideal for tracking real estate projects, investments or any expense related to a particular project.
Expense Notes
Manage expense notes from your associates or collaborators. Upload receipts (receipts, invoices) and our AI automatically extracts the amount and date for quick and accurate entry.
Patrimony
Patrimony Overview
Visualize your entire patrimony at a glance with a clear and intuitive interface. Pie charts or treemaps, breakdown by asset type (real estate, cash, investments, etc.), complete overview of your overall financial situation.
Evolution Tracking
Track the evolution of your patrimony over time to measure your financial progress. Animated time evolution curves showing patrimony growth, value history, measure your financial growth over different periods.
Alternative Investments
Track your alternative investments: cryptocurrencies, gold, jewelry and other non-traditional assets. Record and track the value of these assets to keep a complete record of all your holdings.
Professional Valuations
Record and track the value of your professional assets: real estate, equipment, business assets. For businesses, regularly track the value of your professional assets for accurate tracking of your business patrimony.
Intelligent AI Chat
Ultra-personalized financial advice thanks to AI
Intelligent AI chat
Ask your financial questions to our Claude Sonnet AI assistant. Get instant answers about your transactions, budgets, patrimony and financial analyses. The chat interface analyzes your data in real time and provides personalized answers based on your financial context.
Personalized AI advice
Use AI to analyze all your financial data and provide you with ultra-personalized and relevant advice on your financial issues. The AI identifies trends, optimization opportunities and guides you in your financial decisions.
How to Use the Chat
Previly's AI chat uses Claude Sonnet to answer your financial questions. To get the best answers:
- Be specific in your questions (e.g., 'What are my transport expenses this month?')
- The chat understands the context of your data, you can ask natural questions
- Use the chat to get analyses, recommendations or explanations about your finances
Types of Questions You Can Ask
You can ask questions about:
- Your transactions: 'How much did I spend on restaurants this month?'
- Your budgets: 'Am I under my transport budget?'
- Your patrimony: 'What is the breakdown of my patrimony?'
- Analyses: 'What are my spending trends over the last 6 months?'
Tips for Better Answers
To get more accurate answers, mention periods (month, year), specific categories, or relevant accounts. The chat automatically analyzes your data to provide personalized answers.
Frequently Asked Questions
Is my data secure?
Yes, Previly uses best security practices. Your data is encrypted and we never store your banking credentials. The Powens connection uses secure tokens and you can revoke access at any time.
Can I use Previly for both personal AND professional finances?
Absolutely! Previly allows you to manage multiple profiles (individuals and legal entities) in a single interface. Easily switch between your personal and professional finances with a single account.
What if my PDF statement is not correctly extracted?
If the OCR extraction is not satisfactory, you can re-run the extraction from the statement page. You can also manually correct the extracted transactions or import your data via CSV.
How many transactions can I import?
The number of transactions depends on your plan. Check the Pricing page to see the limits for each plan. You can always upgrade your plan if you reach the limit.
Is the AI chat available in all languages?
The AI chat understands and responds in French and English. You can ask your questions in either language and receive answers in the same language.
Need Additional Help?
If you have other questions or need assistance, feel free to contact us or explore the application to discover all the features.
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