AI Financial Wellness Platform

AI-powered financial wellness platform for employers and institutions. CRM for your finances with bank connectivity, budgets, goals, and intelligent coaching.

Included Features

• Multi-tenant organization hierarchy with sub-orgs
• MX and Plaid bank account aggregation (pluggable adapter)
• Transaction categorization and full-text search
• Budget creation and AI-powered budget optimization
• Savings and debt reduction goal tracking
• Spending analysis with category breakdowns