Upload any financial data — from balance sheets and cash flow statements to invoices and forecasts.
Our intelligent system highlights weak spots, predicts cash gaps, suggests optimizations, and helps you take data-driven action.
From document upload to AI insights - experience the power of intelligent financial analysis
You:
"What's my cash flow looking like for next quarter?"
AI Assistant:
Based on your current trends, I project a positive cash flow of $127K for Q2. However, I notice a potential shortfall in May due to seasonal patterns. Would you like me to suggest some optimization strategies?
You:
"Yes, show me the optimization options"
Drop your financial documents here
PDF, Excel, CSV, Bank Statements
✓ Key Insights Extracted:
Your customer concentration risk is high (60% from top 3 clients). Consider diversifying your customer base to reduce dependency risk.
Salesforce
✓ Connected
HubSpot
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QuickBooks
✓ Connected
Xero
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Auto-sync enabled: Your CRM data is automatically analyzed every hour. New insights appear in your dashboard instantly.
From raw data to actionable insights - our comprehensive platform handles every aspect of financial analysis and reporting.
From messy data to clear insights in four simple steps. Our AI does the heavy lifting so you can focus on growing your business.
We get it. Your financial documents contain your most sensitive business information. That's why we built the most secure financial AI platform in the world.
Your documents are encrypted before leaving your device using AES-256 encryption
AI analyzes your data in an isolated environment, extracts insights, then deletes the original
Only the insights and analysis are returned to you - your raw data never leaves the secure zone
Audited by leading security firms • Trusted by Fortune 500 companies
Join thousands of businesses that have transformed their financial operations with our AI-powered platform.
Choose the plan that fits your business needs. All plans include a 14-day free trial with no credit card required.
All plans include 14-day free trial • No setup fees • Cancel anytime
Join thousands of businesses using AI to make smarter financial decisions. Start your free trial today and see the difference in minutes.