Business Tools
Keep business records clear and reduce repeated entry.
Manage accounts, contracts, company details and surveys, then reuse approved information where it is needed.
Accounts & Import
Create accounts for cash, cards, investments, business projects or household spending. Add entries by hand, import a CSV or let AI prepare a draft from a receipt. Possible duplicates are flagged, and AI-prepared entries stay in a review queue until you confirm them.
- Multi-account tracking across banks and wallets
- AI vision reads receipts and auto-categorizes
- CSV import with smart column mapping
- Duplicate transaction detection and merging
Account Overview
Monthly Budget
Budgets & Forecasting
Set budgets for the areas you want to watch and see when spending approaches the limit. Forecasts can combine recurring charges with recent activity, while subscription records keep renewal dates and price changes visible.
- Goal-cube budgets with visual progress
- Color-coded alerts when limits approach
- Cash-flow forecasting for the months ahead
- Recurring expense tracking and reminders
Ask About Your Numbers
Ask “How much did I spend on dining this month?” and receive an answer based on calculated ledger data. Say “Lunch today, $68” to prepare an entry for review. The system can also flag possible duplicates, price changes, overdue invoices and low balances.
- Natural language queries about your finances
- Chat-based spending logging on the go
- Anomaly detection flags unusual charges
- Weekly cost optimization suggestions
AI Chat
Tools for common business work
Contract
Start from a template and fill repeated company details from approved records. Review every clause and field before sending the document for signature.
Achievements
Save certificates, awards and other milestones. AI can prepare the title, issuer and date from a photo, then you confirm the details and choose how to organize or share the record.
Mini Surveys
Create surveys with different question types, skip logic, deadlines and response limits. Review results by question, export them as CSV and ask AI for an editable summary.