Features
AI Cash Application with fuzzy payment matching
Automated Collections with smart pause logic
AI Contract Review comparing billed amounts to contracts
Billing Agent syncing contracts to Stripe/NetSuite/Sage Intacct
Self-service Payment Portal for customers
Credit Agent pulling credit reports and setting limits/holds
Payment Dispute Agent tracking and responding to disputes
Onboarding Agent syncing billing details from forms to ERP
SOC 1 & 2 Type II compliant
Single Sign-On (SSO) support
Advanced user-level permissions
AES-256 encryption at rest and in transit
Zero-Data Retention Agreement with OpenAI
Customizable agent workflows without rip-and-replace
Grid trading bot for sideways markets
DCA bot for volatile markets
BTD (Buy the Dip) bot for downtrends
LOOP bot earning in base/quote with reinvest
DCA Futures bot for long/short futures
COMBO futures bot combining DCA and Grid
QFL bot for automated multi-pair spot trading
AI Assistant for tailored bot recommendations
Smart orders: stop market, stop limit, scaled, TWAP
Backtesting up to 365 days (Pro plan)
Demo mode with 30-day bot lifetime
Mobile app for iOS and Android (monitoring)
Unified interface for 17+ exchanges
Pre-made strategies with customization
Trailing up/down and take profit for Grid bots
