Tools for Financial Management

Track competitor pricing, get instant market alerts, and automatically adjust your prices to maximize sales and margins — all in one place.

Track expenses, scan receipts, and get financial insights directly within WhatsApp. Log spending with a simple text, photo, or voice message. No extra apps needed.

Connect your broker to chat with your portfolio in your language. Get AI-powered web research, risk alerts, and execute trades directly from the chat.

Instantly convert bank statements to CSV, Excel, or JSON using AI. Get fast, secure, and accurate data extraction for easy financial analysis.

Automate cancellation flows to retain more customers. Collect feedback, present targeted offers, and track churn analytics to grow your recurring revenue.

Organize clients, track projects, manage documents, and grow your freelance business with one simple, powerful platform designed for you.