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-powered opportunity search across federal, state, local, grants
Instant bid/no-bid analysis with AI recommendations
Automated proposal generation grounded in past performance
Compliance automation for RFP requirements
Win themes development and competitive intelligence
Capture planning with agency insights and positioning
Pipeline management and CRM integration
AI color reviews for structured proposal evaluation
Pricing intelligence and labor data analysis
Past performance management and CPARS tracking
Recompete support and contract handoff automation
Teaming partner management and market intelligence
AI-powered graphics support for proposals
FedRAMP Moderate authorized security
Human-in-the-loop AI for secure data handling