Features
Auto-categorization and reconciliation of transactions in real time
AI invoice generation from natural language prompts
Smart rules for recurring transactions and workflows
Year-round compliance reminders
Automated bookkeeping and financial reporting
Tax preparation and IRS federal tax filing support
Management of W-8, W-9, and 1099 IRS forms
Company formation with EIN assistance
Registered agent service and business address
Mail forwarding (limited in Essentials, unlimited in Premium)
Bank account application support
ITIN assistance (50% off in Pro)
Multi-language interface (English, Arabic, Turkish)
State tax filing and sales tax registration
Dedicated account manager and CPA meetings (Premium)
Multi-channel application suite (online, in-person, phone)
Underwriting workbench with rules engine
Automated digital policy issuance
White-labeled customer self-service portal
Agent portal with sales management tools
Admin portal for post-issue servicing
TPA services for carrier servicing
Claims initiation via admin and customer portals
Performance IQ for operational insights
Data Optimization Suite for data modeling and activation
Innovation Lab for AI tooling access
Responsive illustration tools for agents
Digital payments and post-decision adjustments
Digital sales enablement for agents
Multi-product support (life and annuities)
