Features
Automatic receipt extraction from Gmail
Automatic receipt extraction from Outlook
WhatsApp receipt forwarding and queries
Bulk manual upload of receipts
AI-powered contextual categorization
Multi-currency and multi-language support
Retroactive scanning of past inbox history
Direct sync with QuickBooks
Real-time monitoring of new emails
Smart filtering to exclude senders or domains
Custom automations and rules
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
