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Financial modeling and forecasting software for startups and growing businesses.

Live chat and chatbot platform for websites and social messaging apps

Marketing automation platform with email, SMS and WhatsApp tools.

Financial management across ledgers, billing and group reports

Coordinate financial plans with workforce, sales and operating assumptions

Connect reconciliation and journal review with group financial reporting

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

Follow financial news with company and market context

Match financial transactions and track unresolved differences through sign-off

Build and distribute financial reports across entities and accounting systems

Request market prices and company data through a developer API

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.

AI-assisted service platform for customer support, ticketing, messaging and voice.

Bring market research, news and security monitors into one workspace

Integrate financial news feeds and archives into research applications

Group close and consolidation with ownership, currency and review controls

Organize workplace messages into channels, direct messages, threads, and searchable history.