Features
AI automatic transaction categorization
Subscription and recurring payment detection
Net worth tracking across accounts
Investment performance and allocation views
Cash flow summaries (income vs expenses)
Proactive Money Assistant (beta)
Split transactions on Web (equal/custom splits)
Two-factor authentication
Crypto exchange linking via Web (Coinbase)
MCP beta for AI tool integration (ChatGPT, Claude)
Real estate tracking via Zillow URLs
Live portfolio estimates with stock performance
Multi-device sync (iPhone, Mac, iPad, Web)
Sandbox mode to explore before connecting accounts
Actionable AI suite including Fraud Signal ML adaptive risk scoring
Vendor-neutral orchestration engine with 270+ data partners
Continuous fraud management across customer lifecycle
Customer onboarding orchestration with identity verification
KYC/KYB and AML watchlist screening
Case management and SAR/CTR filing
Risk-based authentication and step-up verification
Transaction monitoring for P2P, ACH, RTP, FedNow, stablecoin, wire
Credit decisioning and line management
Workforce Analytics for agent performance tracking (2026)
Backtesting for workflows to test rule changes against historical data (2026)
Fraud Signal context & enhanced AI Assistant (2026)
Bot signal, velocity check, address/email/document risk analysis
Ad hoc query and decision flow automation
Login and device management for authentication
