Finance

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.