Features
AI financial assistant (Finn) for personalized Q&A
Unified financial dashboard across bank and brokerage accounts
Portfolio analysis and optimization
T-Bill and fixed income investing
Automated money moves and goal-based investing
Spending and bill monitoring with alerts
Tax drag elimination recommendations
Portfolio rebalancing as life changes
Hidden opportunity detection (idle cash, market shifts)
Multi-brokerage and bank connectivity (Robinhood, Fidelity, Schwab, Wealthfront)
Bank-grade security with MFA and 24/7 monitoring
Mobile app for iOS and Android
Physical and economic nexus monitoring in 80+ countries
Automatic registration when nexus threshold exceeded (Autoregister)
Auto-file and remit taxes (Autofile) with on-time guarantee
Tax calculation API with accurate rates
Exemption certificate collection and verification
Virtual mailbox for state and local tax mail
Automatic tax code classification
CSV import for transaction data
Detailed filing history and reporting dashboard
White-glove support (chat, email, meetings)
Penalty-backed filing guarantee (Standard & Pro)
Voluntary disclosure agreements (Pro tier)
Global coverage in 80+ countries (Pro tier)
Free up to 50 exemption certificates
Integrations with Shopify, Stripe, Amazon, Walmart, QuickBooks, Orb, NetSuite, Google Drive
