Features
Unified account aggregation (13,000+ institutions)
Automatic transaction categorization with custom rules
Flexible budgeting (category/group level, rollover)
Net worth tracking with historical charts
Cash flow reports and spending trend analysis
Recurring subscription detection and management
Shared household view with 'yours, mine, ours' labels
Goal setting with progress tracking (rebuilt Jun 2026)
Forecasting: what-if modeling for retirement, home buying, etc.
AI Assistant for natural language queries
Mark transactions as reviewed and assign to family member
Customizable notifications
SOC 2 security compliance (Jan 2026)
AI agents for end-to-end workflows (Excel Agents)
Automated data extraction from PDFs into Excel
Document matching and analysis
Evidence tracing and verification
Financial Statement Suite for automated procedures
Dashboard and reporting for audit analytics
SOC 2 compliant and encrypted
No training on customer data; prompts deleted after 24 hours
Integration with UpLink for document management
Role-based access (Team, Contributor, Manager, C-level)
Supports external audit, internal audit, tax, financial control, government audit, advisory
Time savings up to 85% in high-volume testing
Validation of 10K+ data points across source documents
90% faster document reviews
Form extraction and document version comparison
