Every tool your business needs
92+ AI-powered tools across invoicing, accounts receivable, expense tracking, cash flow forecasting, document management, financial reporting, and more — all in one platform.
Financial Intelligence
Deep analytics that surface insights hidden in your financial data, powered by machine learning and real-time analysis.
AR & AP Tracking
Track every receivable and payable with precision. Get a complete picture of your financial health with automated aging analysis and trend detection.
- Aging analysis with 30/60/90/120 day brackets
- Client payment history and vendor spending patterns
- Health scores across your entire book of business
Cash Flow Forecasting
AI-driven projections that help you plan with confidence. See exactly where your cash position will be and prepare accordingly.
- 90-day projections with confidence ranges
- Three scenarios: optimistic, expected, pessimistic
- Weighted by recent payment behavior patterns
Payment Predictions
Know when each invoice will be paid before it happens. Machine learning models analyze historical data to forecast payment dates.
- ML-powered expected payment dates
- Confidence scores based on client history
- Seasonal and amount-based trend analysis
Payment Behavior Analytics
Understand how each client pays and identify patterns. Spot late payers early and optimize your collection strategy.
- Average days-to-pay per client
- Late payment frequency and trend tracking
- Behavior change alerts and risk flags
Expense Analytics
Deep-dive into spending patterns across categories, periods, and vendors. Ask questions in plain English and get instant answers.
- Category and period-based expense queries
- Vendor spending breakdowns and comparisons
- Trend analysis with anomaly detection
Tax & Liability Tracking
Stay ahead of tax obligations with automated tracking of TDS, GST, and other statutory dues. Never miss a compliance deadline.
- TDS/GST dues tracking and computation
- Compliance calendar with upcoming deadlines
- Automated alerts before due dates
Intelligent Automation
A financial assistant that understands your business inside and out, automating the tedious work so you can focus on growth.
92+ Tool AI Chat
Ask anything about your finances in plain English. The AI agent calls from 92+ specialized tools spanning invoicing, expenses, tax, reports, and more.
- Natural language queries with instant answers
- Tool calling with streaming responses
- Source citations for every data point
Smart Follow-ups
AI determines the optimal time, tone, and channel for every payment follow-up based on each client's unique payment behavior.
- AI-optimized timing per client behavior
- Tone and channel recommendations
- Automated escalation workflows
Document Vault
Upload contracts, receipts, and proposals. AI extracts metadata, classifies documents, and makes them searchable through natural language queries.
- AI-powered extraction and classification
- Semantic search across all documents
- Automatic tagging and organization
Invoice Suggestions
AI detects recurring billing patterns and suggests invoices before you even think of them. Review, approve, and send in seconds.
- Recurring pattern detection across clients
- One-click draft creation from suggestions
- Approval workflow before sending
Email-to-Bill Pipeline
Forward vendor bills to your dedicated inbox and let AI handle the rest. Automatic parsing, data extraction, and draft bill creation.
- Forward emails to auto-create bills
- AI parsing of invoice PDFs and images
- Draft creation with review before posting
Action Templates
Save and reuse common action patterns for invoices, bills, and payments. Create templates once, apply them across your workflow.
- Save recurring action sequences
- Apply templates with one command
- Customizable per client or vendor
Batch Operations
Create multiple invoices, bills, or payments in a single request. Approve or reject batches with validation warnings before execution.
- Multiple invoices/bills/payments in one go
- Validation warnings before execution
- Batch approval and rejection workflows
Enterprise-Grade Platform
Built for scale with the security and flexibility modern businesses demand. Everything you need in one integrated platform.
Financial Reports
Generate comprehensive financial statements on demand. Compare periods, export to CSV/Excel, and share with stakeholders.
- P&L, Balance Sheet, Cash Flow Statement
- Trial Balance with period comparison
- CSV and Excel export for all reports
Multi-Currency
Operate globally with full multi-currency support. Automatic exchange rates, FX gain/loss tracking, and revaluation for accurate reporting.
- 44+ currency pairs with live rates
- FX gain/loss tracking per transaction
- Foreign currency revaluation support
Bank Reconciliation
Reconcile bank statements automatically with smart matching rules. Reduce manual work and catch discrepancies early.
- Auto-matching with confidence scoring
- Manual reconciliation for edge cases
- Custom matching rules and criteria
Budgeting & Forecasting
Create budgets, track variance, and project future financial performance. Stay on top of spending and plan with confidence.
- Budget creation by account and period
- Variance analysis with drill-down
- Forward-looking financial projections
Passkey Authentication
Enterprise-grade security with passwordless login. Use biometrics or hardware keys for fast, phishing-resistant authentication.
- WebAuthn standard compliance
- Biometric login on any device
- Cross-device credential support
Multi-Provider AI
Choose your AI provider or let smart routing pick the best model for each task. Self-host with Ollama for complete data privacy.
- Anthropic, OpenAI, and Ollama support
- Self-hosted option for data sovereignty
- Smart routing for optimal model selection
Zoho Books Integration
Seamless two-way sync with Zoho Books. OAuth-based authentication, incremental sync, and real-time write-back for all actions.
- OAuth-based secure connection
- Incremental sync for fast updates
- Two-way actions: read and write back