Documentation

Welcome to the APEX Intelligence documentation. Learn how to use our platform effectively.

Getting Started

Follow these steps to get started with APEX Intelligence:

• Create your account
• Upload your first CSV file
• Review AI-categorized transactions
• Explore analytics dashboards
• Generate cash flow forecasts

CSV File Format

APEX Intelligence accepts any CSV format. Our intelligent parser automatically detects:

• Date columns (any format)
• Description/narration columns
• Amount columns (single or debit/credit)
• Any encoding (UTF-8, Latin-1, etc.)

Need Help?

Contact our support team for assistance.