Our AI is Your Solution
Excel and Business Process Enthusiasts
Individuals, businesses, and FinTechs interested in automating and enhancing finance-related and technology-based workflows are all interested in AI components.
- ✔enhances any Excel or business process that uses bank or credit card data.
- ✔provides you with CSV files or data feeds of cleaned-up, reconciled transaction records, each with hashtag-unique FITIDs.
- ✔is easy to use with Excel - you don't need to be a programmer.
- ✔empowers you to increase efficiency and effectiveness in your existing workflows or financial products by cleaning up original bank and credit card data input.
- ✔overcomes the shortcomings of both the "direct connection" with banks and "bank-generated" files, as both methods have messy "gobbledygook" transaction descriptions.
Today's Excel and business process solution enthusiasts leverage AI components to enhance their processes and systems!
Bookkeepers
Bookkeepers work tirelessly, tackling tedious data entry and cleanup every day. With increasing pressures on small businesses, you are being asked to do more and more, faster. To reduce costs, many companies are offshoring data entry and cleanup, which concerns conscientious bookkeepers who know this can be risky for their clients' financial information.
- ✔is a bookkeeper's superpower as it converts financial statements safely, securely, and at lightning speed; "messy" payee names become "clean" sortable names.
- ✔provides you with CSV files (in addition to better QBO and OFX files) that you can inspect in Excel or any spreadsheet program to see every transaction and the statement reconciliation details, so you KNOW exactly what is inside those mysterious QBO and OFX files BEFORE you upload them into an accounting system.
- ✔saves you hours of tedious data cleanup work and eliminates the time spent searching for why statements don't reconcile.
- ✔empowers you to increase efficiency and effectiveness, allowing you to do more for more clients in the same amount of time.
- ✔overcomes the shortcomings of both the "direct connections" with banks and "bank-generated" files, as both methods have messy "gobbledygook" transaction descriptions.
Today's bookkeepers leverage the power of AI to increase efficiency and effectiveness!
CPAs & Accountants
CPAs and accountants are highly skilled professionals who help people navigate the complexities of finance and taxes every day. Dealing with faulty, outdated technology that holds them and their clients' data "hostage" is a daily nightmare, wasting time and money on uninteresting tasks.
- ✔is real AI for CPA and accounting firms that helps you save time and money for your firm and clients.
- ✔provides pre-reconciled QBO and OFX files so that your accounting file uploads no longer duplicate or lose transactions.
- ✔enables the easy creation of expense reports, which is all some clients need, without ever having to deal with frustrating, expensive "full-service" accounting packages at all.
- ✔saves your teams hours of tedious data cleanup work, allowing you to do more for more clients in the same amount of time.
- ✔establishes best financial practices with your clients, as they maintain gold-standard bank and credit card PDF files, which are always the source of financial truth, no matter what accounting package processes their data.
Today's CPAs and accountants leverage the power of AI to decrease their costs and frustrations when using legacy full-service accounting software!
Tax Filers
Tax filers want to find ALL of their deductions at tax time, but messy transaction data across the U.S. average of five different bank and credit card accounts, each with 12 monthly statements, can make tax time laborious and anxiety-ridden.
- ✔is easy-to-use AI that saves tax filers HOURS of time and frustration, putting you in control of your financial data forever.
- ✔processes dozens of bank and credit card statements in minutes, giving you reconciled, cleaned-up, easy-to-use Excel files with all of your transactions combined in ONE file.
- ✔enables transaction redaction and aggregation, and the easy creation of expense reports, which you can send directly to your CPA, tax preparer or use yourself to file taxes, without ever having to deal with overkill "full-service" accounting packages.
- ✔identifies additional expense deductions that may have been hidden or elusive due to "messy" naming conventions on many financial statements.
- ✔overcomes the shortcomings of both "direct connections" with banks and "bank-generated" files, as both methods have messy "gobbledygook" transaction descriptions.
Today's tax filers leverage the power of AI to increase control, value, and security around their financial data!
MCA Providers
MCA providers are important financing options to businesses and consumers, and analyzing bank and credit card statements is a critical part of their processes.
- ✔is real AI for MCA providers that saves them and their clients time and money.
- ✔processes and verifies the reconciliation of piles of bank and credit card statements at humanly impossible speeds.
- ✔establishes the "source of truth" data based on reconciled statements and reports with auditability.
- ✔empowers your experts with easy-to-use Excel "directive files" that leverage the power of AI to "look for patterns" in massive quantities of data in seconds.
- ✔saves your teams hours of tedious data cleanup work, allowing you to do more for more clients in the same amount of time.
Today's MCA providers leverage the power of AI to review and analyze massive amounts of data!
Lawyers
Lawyers often have to untangle lots of data from piles of financial statements, as in divorce cases.
- ✔is real AI for lawyers that saves time and money for their firms and their clients.
- ✔processes dozens of bank and credit card statements in minutes, giving you reconciled, cleaned-up, easy-to-use Excel files with all transactions combined in ONE file (or however you need it combined).
- ✔enables transaction redaction and aggregation, allowing you to create complex data reports quickly for different purposes and stakeholders.
- ✔enables the easy creation of expense reports without ever having to deal with overkill "full-service" accounting packages.
- ✔saves your teams hours of tedious data cleanup work, allowing you to do more for more clients in the same amount of time.
Today's lawyers leverage the power of AI to save time and money for their clients!
Small Business Owners
Small business owners are under increasing pressure to do more with less these days, and dealing with and/or paying for bookkeeping and accounting can be an expensive and frustrating distraction.
- ✔is easy-to-use AI for small business owners that helps them save time, money, and frustration.
- ✔provides pre-reconciled QBO and OFX files so that your accounting file uploads no longer duplicate or lose transactions.
- ✔enables the easy creation of expense reports, which is often all you need, without ever having to deal with frustrating, expensive "full-service" accounting packages.
- ✔saves you hours of tedious data cleanup work, allowing you to spend your time on your business, not data management.
- ✔ensures you never have to be held hostage to any accounting system again.
Today's small business owners leverage the power of AI to get back to their business and customers!
Financial Investigators & Forensic Accountants
Financial investigators and forensic accountants have to scrutinize masses of bank and credit card statements to detect and prevent fraud, ensure compliance, support legal cases, and more.
- ✔is real AI for financial investigators and forensic accountants that enables them to process masses of data at humanly impossible speeds.
- ✔processes dozens of bank and credit card statements in minutes, giving you reconciled, cleaned-up, easy-to-use Excel files with all transactions combined and aggregated as you direct.
- ✔identifies elusive transactions that may be hidden due to "messy" naming conventions on many financial statements.
- ✔empowers you with "directive files" to instruct the AI to redact and aggregate data as you require.
- ✔saves you hours of tedious data cleanup work, allowing you to do more for more clients in the same amount of time.
Today's financial investigators and forensic accountants leverage the power of AI to scrutinize masses of data in humanly impossible time and ways!