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)
Automated invoice data extraction and GL coding
Duplicate invoice detection and overcharge alerts
Vendor benchmarking against peer pricing
Automated accrual bookings and reversals
Prepaid amortization automation
Custom approval workflows
Vendor renewal management with notifications
Billable expenses and streamlined invoice navigation
Spend visibility and savings recommendations
Anomalous spend activity alerts
Spend forecasts and budgeting
Mobile app for spend summaries and approvals
Unlimited users at no extra cost
