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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

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

Match transactions, reconcile accounts and coordinate the financial close

License financial datasets for personal research or commercial products

Financial data preparation with connected spreadsheets

Financial close controls from transaction matching to group consolidation

Bookkeeping plans with live reports and optional tax or CFO support

Modular business software with double-entry accounting

Financial close connected to inventory and projects

Employee expenses, travel and invoice workflows

Configurable personal finance files for Mac and iOS

Find market datasets for spreadsheets and financial applications

Financial research and portfolio reports for investment professionals

Installed bookkeeping for sales, purchases and financial reports

Turn financial text into structured events and sentiment data