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 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
