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
AI agents for end-to-end workflows (Excel Agents)
Automated data extraction from PDFs into Excel
Document matching and analysis
Evidence tracing and verification
Financial Statement Suite for automated procedures
Dashboard and reporting for audit analytics
SOC 2 compliant and encrypted
No training on customer data; prompts deleted after 24 hours
Integration with UpLink for document management
Role-based access (Team, Contributor, Manager, C-level)
Supports external audit, internal audit, tax, financial control, government audit, advisory
Time savings up to 85% in high-volume testing
Validation of 10K+ data points across source documents
90% faster document reviews
Form extraction and document version comparison
