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Free iPhone app acting as an AI debt coach that links credit cards via Plaid and builds a payoff plan with reminders.
Wealth-tracking platform for retail investors to monitor stocks, ETFs and crypto portfolios with dividend planning and AI analysis.
AI-driven debt repayment and loan-management platform helping lenders optimize collections and borrowers manage payments.
AI research and workflow platform for tax and accounting pros, offering citation-backed answers, prep automation, and client tools.
No public pricing
No public pricing
No public pricing
No public pricing
- ✦Secure credit-card linking via Plaid
- ✦AI-generated debt payoff plan
- ✦Prioritizes which card to pay first
- ✦Estimated debt-free date
- ✦Due-date reminders and daily coaching
- ✦Balance-transfer and consolidation suggestions
- ✦24/7 AI money Q&A
- ✦Consolidated multi-asset portfolio dashboard
- ✦Research on stocks, ETFs, funds and crypto
- ✦Dividend calendar and passive-income planning
- ✦AI portfolio analysis and stock-sheet insights
- ✦Performance, return-on-cost and sector breakdowns
- ✦Public portfolios and community statistics
- ✦AI-recommended repayment plans
- ✦Smart payment/settlement experience
- ✦Loan portfolio management and optimization
- ✦Real-time reporting and compliance
- ✦RESTful API integration
- ✦Security controls and audit logging
- ✦Citation-backed answers to federal, state, and local tax questions
- ✦AI-assisted tax return review through an automated reviewer agent
- ✦Document analysis across thousands of tax forms
- ✦Client management workspace for documents and communications
- ✦State-by-state tax answer lookup tool
- ✦Shared workspace for collaborating with the AI and team members
- ✦Tax memo drafting assistance
- →Planning credit-card debt payoff
- →Choosing payment order to cut interest
- →Getting due-date reminders
- →Exploring balance transfers or consolidation
- →Tracking a diversified investment portfolio
- →Planning and anticipating dividend income
- →Researching stocks, funds and crypto
- →Learning to make better investment decisions
- →Automate loan collections
- →Help borrowers manage and settle debt
- →Optimize lender loan portfolios
- →Integrate repayment into existing systems
- →Speeding up tax research for CPAs and accounting firms
- →Reviewing client tax returns for errors before filing
- →Answering client tax questions quickly during meetings
- →Managing client documents and case files in one place
- →Getting personalized AI-driven tax guidance for individuals or businesses