Features
Multi-account aggregation (bank, credit, investment)
Automated bank statement parsing (PDF/CSV)
Budget creation and tracking with alerts
Goal setting for savings, debt payoff, etc.
Debt and asset management dashboard
Recurring expense tracking and reminders
GST input tax credit tracking for Indian users
AI chat assistant for financial questions
Privacy-focused architecture (local processing)
Expense categorization and tagging
Net worth calculation and trends
Investment portfolio tracking (manual or linked)
AI bookkeeping via WhatsApp & iMessage
Automatic transaction categorization (96% accuracy)
Schedule C generation in 5 minutes
Free LLC formation in any state
AI-prepared taxes with CPA review
Missed deduction finder (avg $1,249/yr)
Terminal queries via MCP server (Claude Code, Cursor)
Persistent vendor memory across months
Bank feed via Plaid (10,000+ institutions)
Stripe, Deel, PayPal, Square, Brex, Ramp integration
Real-time expense categorization from chat
Custom report generation with natural language
Tax calendar and deduction guides
