Features
LLM-powered receipt and invoice analysis
Automatic currency conversion (170+ currencies, crypto)
Customizable categories, projects, and fields
Bulk upload and analyze multiple files
CSV import/export of transactions
Invoice generator with PDF export and templates
Full-text search across documents and invoices
Data export and full data archive download
Self-hosted deployment via Docker Compose
Custom LLM prompts for data extraction
Support for any language and photo quality
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
