Features
Voice input with natural language processing
Plain text expense logging (e.g., 'lunch $12')
Apple Pay automatic expense prompts after each tap
Apple Shortcuts integration for automated entries
AI assistant for financial questions and insights
Shared expense lists with real-time sync
Budget tracking with visual progress bars and widgets
Recurring transaction support
Pending transaction management (v1.8.2+)
Smarter Apple Pay categorization (v1.8.4+)
Redesigned category picker with smarter suggestions (v1.8.7+)
OCR receipt scanning via screenshot
Email forwarding for automatic logging
Home Screen widgets for budgets and balances
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