Features
Chat Agent: source-cited answers from project documents
Scope Agent: standardize scopes and detect gaps
Risk Review: automated contract analysis with severity levels
Cross-document search across drawings, specs, contracts, RFIs, addenda
Support for up to 100,000 pages including tables and drawings
RFI and redline generation from identified risks
Customizable risk preference lists
Filters to find clauses deviating from preferred templates
Bid/no-bid decision support with risk quantification
Document upload and parsing for multiple file types
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
