Features
Conversational AI benefits assistant with custom controls
Agentic proposal intake with automated data extraction
Side-by-side proposal comparison
Benefits guide creation and microsite building
Decision support tools for employees
RFP intake management with AI processing
Marketing document creation for carriers
Year-round employee benefits communications
Client setup automation using AI agents
Customizable admin controls for AI assistant behavior
Analytics for employee engagement and utilization
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
