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
Automated invoice data extraction and GL coding
Duplicate invoice detection and overcharge alerts
Vendor benchmarking against peer pricing
Automated accrual bookings and reversals
Prepaid amortization automation
Custom approval workflows
Vendor renewal management with notifications
Billable expenses and streamlined invoice navigation
Spend visibility and savings recommendations
Anomalous spend activity alerts
Spend forecasts and budgeting
Mobile app for spend summaries and approvals
Unlimited users at no extra cost
