Features
AI insurance assistant for Q&A
Compare home insurance quotes
Compare umbrella quotes up to $10M
Side-by-side pricing view
No data sold to third parties
Quiz-driven best-fit recommendation
Live comparison workspace
Home insurance calculator
Umbrella insurance calculator
Claim decision calculator
Carrier reviews and financial strength data
State-specific buying guides (FL, TX, CA, NY)
Glossary of insurance terms
Connect your own agent to manage quotes
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
