Features
Conversational AI money coach
Bank account and credit card syncing
Personalized spending analysis
Budget creation and tracking
Savings goals with round-up automation
Credit builder account (Plus & Pro)
Credit score monitoring (Pro)
Early payday access (Pro)
Weekly financial insights and nudges
Identify subscription waste
Set 'no spend' challenges
AI-powered financial tips
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
