Personal finance software with budgeting and cashflow forecasting
Smart phone system for small businesses with AI call transcripts, summaries, and lead capture
Stage
Established
Startup
Founded
2008
Not given
Based in
Not given
US
Pricing model
Not given
Freemium
Pricing
Not given
Starter plan with first month for $1, Pro plan with first month for $1, Team plan with first month for $1. Free trial available without credit card required.
Key features
Automatic bank feeds from 12,000+ institutions
Multi-currency support
Cashflow forecasting up to 60 years
Custom dashboards
Flexible budgeting
Transaction search and categorization
File management
Net worth tracking
AI assistant integration
What-if scenario planning
Local and toll-free phone numbers
AI-powered call transcription and summaries
Smart call routing and forwarding
Spam call filtering and protection
Team collaboration and shared numbers
Caller ID with contact history
Voicemail transcription
Call recording and searchable transcripts
Mobile app access
CRM integrations
What makes it different
Forecasting up to 60 years into the future
Flexible, customizable approach to budgeting
AI integration for financial insights
Over 391,000 users globally
User data monetization-free business model
No separate app needed - all features accessible via SMS, email, and web browser
AI assistance without replacing human interaction
Port existing business numbers without interruption
Built specifically for solo operators and service professionals
Professional appearance without IT department or corporate budget