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Experiment with financial language models, sentiment and forecasts

Search financial documents and trace research back to its sources

Test operating assumptions before changing the shared financial plan

Connect applications to financial account, identity, payment, and transaction data through Plaid endpoints.

Manage financial operations and coordinate the work behind each period close

Connect financial data providers to Python and research applications

Reconciliation rules with reviewable AI suggestions and match approvals

Match financial transactions and track unresolved differences through sign-off

Managed monthly bookkeeping with shared reports and optional tax services

Request market prices and company data through a developer API

Financial management with ledger dimensions, allocations and controlled reporting

Financial research and portfolio reports for investment professionals

Installed bookkeeping for sales, purchases and financial reports

Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.

Group close and consolidation with ownership, currency and review controls

AI-powered tracking, planning and automation for complex wealth portfolios

Consumer-brand accounting connected to stock movements and product costs

Accounting-linked forecasts and management reports

Compare budgets and forecasts across linked financial statements

Employee expenses, travel and invoice workflows

Find market datasets for spreadsheets and financial applications

Collect WordPress visitor activity in your own database and extend it with Pro reports.

Screen fundamentals, visualize metrics and export financial data

Research trading decisions with reinforcement-learning experiments