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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

Build and distribute financial reports across entities and accounting systems

Financial management with ledger dimensions, allocations and controlled reporting

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

Turn financial text into structured events and sentiment data

Group close and consolidation with ownership, currency and review controls

Read market news and competing investment analysis

Real-time financial news API with sentiment analysis and a query builder.

Find market datasets for spreadsheets and financial applications

Bring market research, news and security monitors into one workspace

Screen fundamentals, visualize metrics and export financial data

Research trading decisions with reinforcement-learning experiments

Consumer-brand accounting connected to stock movements and product costs

Build equity-research reports with computed models and AI explanations

Share lease accounting and standardized financial data with accounting clients

Group consolidation and reporting across finance workflows

Managed monthly bookkeeping with shared reports and optional tax services

Match service-project teams to work using skills, availability, schedules, and financial context.

Accounting-practice workflows with client document checks