Everything You Need
Powerful features that work together to give you complete financial control
AI Financial Assistant
Get personalized financial advice powered by advanced AI. Ask questions, get insights, and make smarter decisions.
- Natural language queries
- Personalized recommendations
- Context-aware insights
- Learn from your patterns
Smart Tax Optimization
Automatically identify deductions, optimize tax strategies, and stay compliant with IRS regulations.
- Automatic expense categorization
- Real-time tax estimates
- Deduction recommendations
- Schedule C automation
Intelligent Budgeting
AI-powered budgets that adapt to your spending patterns and help you reach your financial goals.
- Auto-adjusting budgets
- Spending pattern analysis
- Goal tracking
- Overspending alerts
Financial Forecasting
Predict your financial future with ML-powered forecasts based on your income, expenses, and goals.
- Income predictions
- Expense forecasting
- Cash flow modeling
- Scenario planning
Bank Account Integration
Securely connect all your accounts through Plaid for a unified view of your finances.
- 10,000+ banks supported
- Real-time syncing
- Transaction categorization
- Multi-account management
Smart Notifications
Stay informed with intelligent alerts about bills, unusual spending, and opportunities to save.
- Bill reminders
- Unusual activity alerts
- Savings opportunities
- Custom notifications
How It Works
Get started in minutes and let AI handle the complexity
Connect Your Accounts
Securely link your bank accounts and credit cards through Plaid in seconds.
AI Analyzes Your Data
Our AI automatically categorizes transactions, identifies patterns, and finds opportunities.
Get Personalized Insights
Receive actionable recommendations tailored to your financial goals and situation.
Your Security is Our Priority
We use the same security standards as major financial institutions
Bank-Level Encryption
All sensitive data is encrypted with AES-256-GCM encryption, the same standard used by major banks.
SOC 2 Compliant
We maintain SOC 2 Type II certification, ensuring rigorous security and privacy controls.
Regular Security Audits
Third-party security audits and penetration testing to identify and fix vulnerabilities.
Data Privacy
Your data is never sold to third parties. We follow GDPR and CCPA regulations.
Secure Infrastructure
Hosted on enterprise-grade cloud infrastructure with 99.9% uptime SLA.
Multi-Factor Authentication
Protect your account with 2FA and biometric authentication options.
Compliance & Certifications
We meet the highest standards for security, privacy, and compliance