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Configurable personal finance files for Mac and iOS

AI market research reports for any product or business.

Installed bookkeeping for sales, purchases and financial reports

Connect planning data to Excel views, budgets and operational models

Turn financial text into structured events and sentiment data

Coordinate budgets, forecasts and close tasks with named owners

Keep Excel finance models connected to shared data and approvals

Modular cloud ERP finance with projects, cash and fixed assets

Desktop account records with budget estimates and separate financial years

Enterprise voice AI agents that resolve customer calls end to end

Find quantitative trading ideas and examine the research behind them

Recruit customers, run studies and share session-linked findings

A research repository linking findings to original study material

Research App Store keywords and prepare localized listing changes with optional store automation.

Survey research with dashboards and open-answer summaries

Use investor surveys, stock research and education in one place

Guided phases that help founders research demand and shape a product idea

AI research assistant that grounds answers in full-text scholarly papers and shows how findings are supported or challenged.

Free Hong Kong IPO allotment prediction, broker comparison and 35+ financial calculators.

Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.

Research international banking, liquidity and financial-market statistics

Financial-modeling courses with interview case studies.

Transfer and share research data across storage systems

Move from global stock screens to financials and valuation models