Features
Daily bank feed categorization
Smart document matching (invoices/bills/receipts)
Missing document requests
Custom thresholds and rules (e.g., receipt over $50)
OCR for bills, invoices, and receipts
Client query tool (one-click transaction inquiry)
Two-way integrations with QBO, Xero, Zoho Books
Accounts payable workflow (bulk import/manage documents)
Month-end close inconsistency detection
ChatGPT for Email Inbox (email-to-task conversion)
Interactive reports generation
Chrome Extension (bulk reconcile in Xero, mark unknown in QBO)
Audit insights in QuickBooks and Xero
Performance dashboard (multi-client management)
Activity journal (comprehensive logging)
Grid trading bot for sideways markets
DCA bot for volatile markets
BTD (Buy the Dip) bot for downtrends
LOOP bot earning in base/quote with reinvest
DCA Futures bot for long/short futures
COMBO futures bot combining DCA and Grid
QFL bot for automated multi-pair spot trading
AI Assistant for tailored bot recommendations
Smart orders: stop market, stop limit, scaled, TWAP
Backtesting up to 365 days (Pro plan)
Demo mode with 30-day bot lifetime
Mobile app for iOS and Android (monitoring)
Unified interface for 17+ exchanges
Pre-made strategies with customization
Trailing up/down and take profit for Grid bots
