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-powered candidate matching
Automated candidate sourcing
Curated talent pool for sales and ops
Pre-vetted candidate shortlists
Real-time performance dashboards
Multi-language communication support
Background check integration via TransUnion
Payment processing via Stripe
Financial data integration via Plaid
Per-lease pricing for overages
Role-specific algorithms for sales/ops
Onboarding fees on paid plans
