Features
Proactive payment reminders
Unused subscription detection
Agentic financial task execution (e.g., auto-pay rent, Venmo split)
Automated recurring financial decisions
Conversational iMessage interface
Cash balance goal tracking
Dining spend tracking and analysis
Daily budget notifications
Personalized financial insights
Plaid integration (13,000+ financial platforms)
Venmo integration for splitting expenses
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
