Features
Subscription detection and tracking
Subscription cancellation assistant (human)
Monthly budget creation and tracking
Categorized spending breakdown
Automated savings (Smart Savings)
Bill negotiation concierge
Credit score monitoring (TransUnion)
Real-time spending alerts
Account linking (banks, credit cards, investments)
Transaction search and filtering
AI agents for end-to-end workflows (Excel Agents)
Automated data extraction from PDFs into Excel
Document matching and analysis
Evidence tracing and verification
Financial Statement Suite for automated procedures
Dashboard and reporting for audit analytics
SOC 2 compliant and encrypted
No training on customer data; prompts deleted after 24 hours
Integration with UpLink for document management
Role-based access (Team, Contributor, Manager, C-level)
Supports external audit, internal audit, tax, financial control, government audit, advisory
Time savings up to 85% in high-volume testing
Validation of 10K+ data points across source documents
90% faster document reviews
Form extraction and document version comparison
