Features
Pre-Qubing: record purchases in real-time to update category balances instantly
Unlimited digital envelopes (qubes) for Bills, Spend, and Goals
Link one checking account via Plaid
Link up to 10 credit cards
Read-only view of linked accounts
Spend with intention: tap a category before you pay
Organize across accounts with custom categories
Keep your existing bank account (not a bank)
Earn credit card rewards while staying mindful
15-day free trial with no commitment
Simple setup: connect accounts and create qubes in minutes
Cancel anytime during trial
Extract coverage terms, limits, exclusions, and endorsements
Side-by-side policy comparison
Identify non-standard language and coverage gaps
Generate summary reports with key findings
Natural language search across policies
Automated compliance checks
Track policy versions and changes
Export reports to PDF or Excel
Batch upload of multiple policies
Customizable report templates
