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Company spending with limits and accounting synchronization

Connect planning data to Excel views, budgets and operational models

Follow a purchase from request and approval to payment and reconciliation

Self-hosted account aggregation with budgets and transaction searches

Follow markets through news, commentary and public quote pages

131 specialist AI copilots across legal, health, finance, career and other professional domains.

AI document processing for invoices, orders, and delivery notes

Accounting records and close workflows inside Salesforce

Group consolidation with ownership and currency adjustments

Connects live business data to Google Sheets and Excel

AI agents that run business tasks 24x7 and share context across a team.

People administration linked to time, hiring, payroll and finance

Personal budgets with projects and optional family collaboration

Employee data connecting people, payroll, device and finance workflows

Build internal tools and business apps with AI

AI spreadsheet that connects to databases and apps, answers questions in plain English, and builds charts and models.

AI software that finds and permanently removes sensitive data from documents and images.

Group close and consolidation with ownership, currency and review controls

Business spending, expense records and accounting handoff

AI platform for finance, banking and legal document work

Coordinate Excel budgets with shared templates and approval workflows

U-One banking with account records and service-request tracking

Chinese personal ledgers with category budgets and shared records

AI finance agent for investing alongside top investors across markets