Finance

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Consolidation of Data for Financial Analysis

  • Connect all applications (QB, Xero, Zoho, etc.) and bank accounts (via Plaid) storing transactions, payments, and invoices while preserving privacy

  • Automatically extract invoices from text documents.

Automate

  • Automate complex financial reports with AI, reducing days of manual work.
  • Automate financial modelling
  • Use AI to identify patterns in financial data.
  • Automate spreadsheet editing

External-CFO and Financial Consultants

Transform your services into a SaaS business. Create your own app using our white label no-code solution, enabling your clients to connect their data and receive automatically generated reports seamlessly.