Business Tools
Less Repetition. Every Collaboration Starts With Fuller Context.
Contracts, ledgers, digital cards, company profiles and mini surveys — business information flows along one shared path.
Accounts & Import
Ten account types — cash, debit, credit, Alipay, WeChat, investment, business, project, and household wallets — each with opening balance, currency, and live balance. Log by hand with instant 5-second undo. Import CSV with smart column auto-detection. Snap a receipt and AI vision extracts amount, merchant, and category into a draft. Forward an e-bill email and the same engine parses it. Automatic duplicate detection flags possible double-counts. Nothing AI-touched auto-confirms — every entry lands in a review queue.
- 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
Goal-cube budgets across six scopes with color-coded 4-tier alerts — green under 80%, amber past 80%, red over 100%. Cash-flow forecasting projects your balance forward using recurring charges plus trailing 60-day averages, flags the exact low-point date. Recurring subscription tracking with price-change logging and automatic renewal reminders 3 days before.
- Goal-cube budgets with visual progress
- Color-coded alerts when limits approach
- Cash-flow forecasting for the months ahead
- Recurring expense tracking and reminders
AI Insight
Ask 'how much did I spend on dining this month?' in plain language and get a real answer: every figure computed server-side, AI only phrases the response. Say 'lunch today $68' anywhere in chat and it drops into your review queue. Anomaly detection runs continuously — duplicate subscriptions, price hikes, unusual charges, overdue invoices, low-balance warnings. Weekly cost-optimization digest built from your actual data.
- Natural language queries about your finances
- Chat-based spending logging on the go
- Anomaly detection flags unusual charges
- Weekly cost optimization suggestions
AI Chat
Business Tools, Minus the Busywork
Contract
Draft from 135 ready-made templates across five languages. AI-assisted fill-in pre-populates every placeholder from your saved Corporate Information — tax ID, bank details, company name — split correctly by party. Both sides sign independently; the document finalizes automatically when both signatures land.
Achievements
Point your camera at a certificate and AI vision reads the title, issuer, date, and description. AI auto-files into categories with free-form tags. Set a goal — hit a health metric or streak — and the badge earns itself automatically, verified read-only against real Health and Habit data. 13 shareable card designs across five visual families.
Mini Surveys
16 question types with skip logic, deadline, response quota, and full anonymity. Results come with per-question analytics — bar, donut, or table views — plus an AI-generated digest of what the data says. One-click CSV export.