Powerful Queue Features
Everything you need to automate your financial workflows
AI-Powered Prioritization
Smart algorithms automatically prioritize your tasks based on urgency, impact, and your financial goals.
Automated Workflows
Create custom workflows that automatically categorize, tag, and process financial tasks without manual effort.
Smart Notifications
Get notified about important deadlines, tax dates, and financial opportunities at the perfect time.
Progress Tracking
Visualize your financial progress with beautiful dashboards and detailed analytics.
Time-Based Automation
Schedule recurring tasks, set up automatic bill payments, and automate routine financial activities.
Multi-Stage Processing
Handle complex financial workflows with multiple stages, approvals, and conditional logic.
Real-World Use Cases
See how Epic Queues transforms common financial workflows
Tax Season Workflow
Automatically gather receipts, categorize expenses, identify deductions, and generate tax reports.
10+ hours saved per tax seasonMonthly Reconciliation
Automated account reconciliation, variance detection, and discrepancy resolution workflows.
95% automation rateBill Payment Queue
Smart bill reminders, payment scheduling, and automatic payment processing for never missing a due date.
100% on-time paymentsInvestment Rebalancing
Automated portfolio monitoring, rebalancing recommendations, and execution workflows.
2x better returnsMeasurable Results
Epic Queues delivers real, quantifiable benefits
On average, users save 80% of time on repetitive financial tasks
AI-powered automation reduces human errors to near-zero
Your financial workflows run automatically, even while you sleep
Users discover an average of $3,000+ in tax deductions annually
How Epic Queues Work
Set up powerful automation in just 4 simple steps
Define Your Queue
Set up custom queues for different financial workflows like tax prep, bill payments, or expense tracking.
Configure Rules
Create intelligent rules and conditions that automatically route and process financial tasks.
Automate Actions
Set up automated actions like categorization, notifications, approvals, and integrations.
Monitor & Optimize
Track performance metrics and continuously optimize your workflows with AI insights.
Before vs. After Epic Queues
Without Epic Queues
- ✗Manually categorize every transaction
- ✗Miss important tax deductions
- ✗Forget bill payment deadlines
- ✗Spend hours on tax preparation
- ✗No visibility into financial progress
With Epic Queues
- Automatic transaction categorization
- AI finds every possible deduction
- Never miss a payment with smart reminders
- Tax prep done in minutes, not hours
- Real-time dashboards and insights