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)
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
