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
AI-powered custom cost models for spot and contract freight
Real-time pricing aligned with your cost structure
Centralized RFP portfolio management with collaboration
Smart Upload: automated RFP data from any file type
Unified TMS covering pricing, planning, execution, billing
Automated workflow and routine task reduction
Real-time shipment tracking and issue resolution
Supports dry van, reefer, and flatbed segments
Data privacy: no aggregation of client data
Integration with existing TMS and bid workflows
Market rate benchmarking with 97-98% accuracy
Margin improvement analytics (1.5-3% increase)
5 minutes saved per spot load, 3-7 seconds per contract lane
Accounting and billing automation (added Jan 2026)
Exception management to protect margins (added Jan 2026)
