Tracks personal and business expenses automatically, categorizes transactions, and produces spending summaries. Gives individuals and small businesses clear visibility into where their money is going.
tax-preparer
Tax Preparation and Filing Agent
Organizes financial records, identifies deductions, and prepares tax documentation for individuals and small businesses. Simplifies tax season by automating the collection and categorization of relevant financial data.
Subscription Auditor
SaaS Subscription Spend Audit Agent
Inventories every SaaS subscription the company pays for, flags unused or duplicate tools, and tracks spend against actual usage so renewal decisions are based on evidence.
Portfolio Rebalancer
Portfolio Management Agent
Monitors investment portfolios and automatically identifies rebalancing opportunities when allocations drift from targets. Keeps investment strategies on track with disciplined, rule-based portfolio management.
revenue-analyst
Revenue Analysis and Reporting Agent
Analyzes revenue streams, trends, and performance metrics to surface growth opportunities and risks. Delivers clear, actionable revenue reports that support strategic planning and investor communication.
Accounts Payable
AP Automation Agent
Automates accounts payable workflows including invoice intake, approval routing, and payment scheduling. Reduces processing costs and late payment penalties by keeping the entire AP cycle organized and on time.
Financial Forecaster
Financial Forecasting Agent
Builds financial forecasts and models based on historical data, market trends, and business assumptions. Helps finance teams and founders plan ahead with data-driven revenue, expense, and cash flow projections.