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-powered candidate matching
Automated candidate sourcing
Curated talent pool for sales and ops
Pre-vetted candidate shortlists
Real-time performance dashboards
Multi-language communication support
Background check integration via TransUnion
Payment processing via Stripe
Financial data integration via Plaid
Per-lease pricing for overages
Role-specific algorithms for sales/ops
Onboarding fees on paid plans
