Features
AI-powered financial question answering
Natural language transaction search
Multi-account aggregation via Plaid
Real-time net worth tracking
Custom budget creation and tracking
Spending categorization and visualization
Goal setting and progress monitoring
Automated insights and recommendations
Unusual spending pattern alerts
Recurring charge detection
Transaction history browsing
Unlimited financial accounts on Pro
Advanced analytics on Pro
GPT-4 and Claude model support on Pro
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
