Features
Gmail, Outlook, IMAP inbox monitoring
Retroactive invoice scanning by month/quarter/year/custom
AI data extraction from PDFs, images, email bodies, links
Chrome extension for one-click invoice download from portals
Telegram/WhatsApp bot for paper receipt photos
Reconciliation with bank statements (CSV/PDF)
AI rules to classify, tag, and set fields (e.g., due date, tax rate)
Export to QuickBooks, Xero, Google Drive/Sheets, OneDrive, DATEV
Unlimited users on all paid plans
Priority support tiers (24h, 12h, 8h, 4h)
Email routing add-on to forward invoices to any address
Credit bundles for retroactive scanning (no expiration)
Multi-language UI (en, fr, de, es, pt)
No forwarding: emails stay in your inbox, not forwarded to random addresses
Currency conversion for bank reconciliation
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
