Automate your repetitive work

Turn repetitive tasks into automated systems that run your business efficiently

Turn repetitive tasks into automated systems that run your business efficiently.

Turn repetitive tasks into automated systems that run your business efficiently.

Clarity,automation,andsecurity,givingyoufullcontroloveryourfinancialoperationswithconfidenceandspeed

Clarity,automation,andsecurity,givingyoufullcontroloveryourfinancialoperationswithconfidenceandspeed

Services

What we offer

Turn repetitive tasks into automated systems that run your business efficiently.

Integrations

Let AI handle customer questions and lead capture. Provide instant
replies, qualify visitors, and deliver 24/7 support without manual effort.

Let AI handle customer questions and lead capture. Provide instant replies, qualify visitors, and deliver 24/7 support without manual effort.

Security

Advanced monitoring and risk detection protect your financial data.

Ava Robinson

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+945

Daniel Martinez

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-320

Brook Simmon

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+945

Guy Hawkins

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-800

Budget Monitoring

AI tracks your spending in real
time to keep your budget on track.

Sammy

Ellie

Sammy

Ellie

Collaborate in real time

The intelligence layer that analyzes data, forecasts
trends, and powers automation across your finances.

The intelligence layer that analyzes data, forecasts
trends, and powers automation across your finances.

The intelligence layer that analyzes data, forecasts trends, and powers automation across your finances.

Testimonials

Trusted by big teams

See how founders, finance leaders, and operators use AI to gain clarity and control over their finances.

Pricing

Billed monthly

Pricing

Starter

$35/mo

Transaction tracking

Automated meta tags

Basic dashboards

Weekly AI insights

Growth

Popular

$85/mo

Up to 10 app integrations

AI Growth Agents

Cash flow forecastingards

KPI dashboards

Automated reports

Priority support

Pro

$160/mo

Unlimited integrations

Custom AI agents

Advanced forecasting

Marketing ROI optimization

Custom dashboards

API access

Slack/priority support

Pricing

Billed yearly

Pricing

Starter
$19/m

Transaction tracking

Automated meta tags

Basic dashboards

Weekly AI insights

Growth

Popular

$79/mo

Up to 10 app integrations

AI Growth Agents

Cash flow forecastingards

KPI dashboards

Automated reports

Priority support

Pro
$149/mo

Unlimited integrations

Custom AI agents

Advanced forecasting

Marketing ROI optimization

Custom dashboards

API access

Slack/priority support

Ecosystem

Financial ecosystem
that grows with you

Securely connect your banks, payments,
accounting, and marketing tools in minutes.

Securely connect your banks, payments, accounting, and marketing tools in minutes.

AI analyzes your transactions, revenue, and
costs in real time to understand your finances.

AI analyzes your transactions, revenue, and costs in real time to understand your finances.

AI agents handle monitoring, budget
control, and growth automatically.

AI agents automate monitoring, full budget control, and growth optimization for you.

AI agents handle monitoring, budget control, and growth automatically.

FAQ

Everything people usually ask

From setup to support, here are the answers you need to launch faster with confidence.

How does the AI connect to my financial tools?

We integrate with banks, payment providers, accounting software, and marketing platforms through secure APIs. Your data syncs automatically so AI agents can analyze and optimize your finances in real time.

Is my financial data secure?

Yes. We use encrypted connections, secure authentication, and strict access controls to protect your data. Your information is never shared or sold.

What exactly do the AI agents do?

Our AI agents monitor transactions, track performance, forecast cash flow, manage budgets, and identify growth opportunities automatically.

Do I need technical knowledge to use the platform?

No. Setup takes minutes, and the system runs in the background. You receive clear insights, alerts, and reports without needing financial or technical expertise.

Can the AI make financial decisions for me?

The platform provides analysis, automation, and recommendations, but you stay in control of key decisions.

What tools can I integrate?

You can connect payments, banking, accounting, spreadsheets, and marketing platforms. We support 50+ integrations and are constantly adding more.

Built to keep you on track

Built to keep
you on track

Automate for better performance at lightning speed.
Easily tracked tasks and faster customer service.

Automate for better performance at lightning speed. Easily tracked tasks and
faster customer service.

Automate for better performance at lightning speed. Easily tracked tasks and faster customer service.

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