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Categorizes uncategorized transactions using AI, aligned with Plaid's Personal Finance Category (PFC) taxonomy. Process in batches; low-confidence suggestions are routed to a review queue the user resolves in the dashboard Review tab. Trigger when user says…
Quellsprache: Englisch
Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials.
Quellsprache: Englisch
Pre-flight check for 1099 filing requirements. Identifies contractors paid over $600 and validates information completeness. Trigger when user asks about 1099s, contractor payments, or year-end filing prep.
Quellsprache: Englisch
Generates a comprehensive export package for your accountant: P\&L, categorized transactions, tax summaries, and notes. Trigger when user asks about sending data to their accountant or accountant package.
Quellsprache: Englisch
Scores transactions and deduction patterns against known IRS audit risk factors. Flags high-risk items. Trigger when user asks about audit risk, red flags, or IRS scrutiny.
Quellsprache: Englisch
Prepares negotiation briefs for recurring bills with market rate comparisons and scripts. Trigger when user asks about negotiating bills, lowering costs, or getting better rates.
Quellsprache: Englisch
Calculates break-even point based on fixed costs, variable costs, and pricing. Models scenarios. Trigger when user asks about break-even, breakeven analysis, or minimum revenue needed.
Quellsprache: Englisch
Summarizes charitable donations for tax deduction tracking with receipt verification reminders. Trigger when user asks about charitable giving, donations, or philanthropy summary.
Quellsprache: Englisch
Analyzes revenue and expenses by client to determine per-client profitability. Identifies most and least profitable relationships. Trigger when user asks about client profitability, customer ROI, or account analysis.
Quellsprache: Englisch
Builds custom financial reports with user-specified metrics, date ranges, and groupings. Trigger when user asks about custom reports, building a report, or specific report configurations.
Quellsprache: Englisch
Creates debt payoff plans using avalanche or snowball methods. Calculates payoff timelines and interest savings. Trigger when user asks about debt payoff, debt reduction, or paying off loans.
Quellsprache: Englisch
Builds depreciation schedules for business assets using MACRS, straight-line, or Section 179. Trigger when user asks about depreciation, asset tracking, or capital equipment deductions.
Quellsprache: Englisch
Tracks progress toward emergency fund goals based on monthly expenses. Calculates months of coverage. Trigger when user asks about emergency fund, rainy day fund, or savings buffer.
Quellsprache: Englisch
Identifies recurring expenses with optimization opportunities — subscriptions to cancel, plans to downgrade, or bills to renegotiate. Trigger when user asks about optimizing expenses, reducing bills, or subscription audit.
Quellsprache: Englisch
Creates and tracks progress toward financial goals with timelines and required savings rates. Trigger when user asks about financial goals, savings goals, or financial planning targets.
Quellsprache: Englisch
Calculates home office deductions using simplified or actual expense method. Trigger when user asks about home office, workspace deductions, or working from home expenses.
Quellsprache: Englisch
Reviews insurance-related transactions to identify coverage gaps and potential savings opportunities. Trigger when user asks about insurance audit, insurance review, or coverage optimization.
Quellsprache: Englisch
Generates investor-ready financial updates with KPIs, runway, growth metrics, and narrative. Trigger when user asks about investor update, investor report, or board update.
Quellsprache: Englisch
Tracks unpaid invoices and calculates aging buckets (current, 30, 60, 90+ days). Identifies collection priorities. Trigger when user asks about invoice aging, unpaid invoices, accounts receivable, or collections.
Quellsprache: Englisch
Generates lender-ready financial statements for loan applications. Includes income verification and debt-to-income ratios. Trigger when user asks about lender package, loan application, or mortgage documentation.
Quellsprache: Englisch
Detects lifestyle creep by comparing spending growth against income growth over time. Trigger when user asks about lifestyle creep, spending inflation, or why savings aren't growing.
Quellsprache: Englisch
Tracks business mileage for tax deductions. Calculates IRS standard mileage rate deductions and logs trips. Trigger when user asks about mileage, driving deductions, or vehicle expenses.
Quellsprache: Englisch
Guides through a month-end financial close process: reconcile accounts, categorize unknowns, review anomalies, and generate closing reports. Trigger when user asks about month-end close, closing the books, or monthly reconciliation.
Quellsprache: Englisch
Generates a monthly financial digest with key metrics, notable transactions, and trend highlights. Trigger when user asks about monthly summary, monthly digest, or month recap.
Quellsprache: Englisch
Calculates and tracks net worth over time from assets and liabilities. Trigger when user asks about net worth, total assets, or overall financial position.
Quellsprache: Englisch
Imports transactions from PayPal CSV exports. Handles PayPal-specific fields and currency conversions. Trigger when user asks about importing PayPal data or syncing PayPal transactions.
Quellsprache: Englisch
Analyzes costs and margins to suggest optimal pricing. Models price sensitivity scenarios. Trigger when user asks about pricing, margins, markup, or what to charge.
Quellsprache: Englisch
Measures revenue concentration risk across clients or income sources. Calculates dependency metrics and flags dangerous concentrations. Trigger when user asks about revenue concentration, client dependency, or income diversification.
Quellsprache: Englisch
Calculates months of financial runway based on burn rate and cash reserves. Projects fund depletion date. Trigger when user asks about runway, burn rate, cash runway, or how long money will last.
Quellsprache: Englisch
Analyzes transactions to determine sales tax nexus across states. Identifies where economic nexus thresholds may be met. Trigger when user asks about sales tax, nexus, or multi-state tax compliance.
Quellsprache: Englisch
Identifies seasonal spending and revenue patterns from historical transaction data. Forecasts upcoming seasonal shifts. Trigger when user asks about seasonal trends, cyclical patterns, or month-over-month patterns.
Quellsprache: Englisch
Analyzes profitability of side hustles by tracking related income and expenses separately. Trigger when user asks about side hustle profit, freelance income, or gig economy tracking.
Quellsprache: Englisch
Intelligently splits transactions into component parts with category assignment for each piece. Trigger when user asks about splitting transactions, dividing expenses, or itemizing purchases.
Quellsprache: Englisch
Coaches through a spending fast challenge by identifying discretionary spending to cut and tracking daily progress. Trigger when user asks about spending fast, no-spend challenge, or cutting expenses.
Quellsprache: Englisch
Imports transactions from Square CSV exports. Maps Square payment data to Open Accountant format. Trigger when user asks about importing Square data or syncing Square transactions.
Quellsprache: Englisch
Estimates state income tax liability based on income and filing status. Covers all 50 states. Trigger when user asks about state taxes, state income tax, or multi-state tax returns.
Quellsprache: Englisch
Imports transactions from Stripe CSV exports. Maps Stripe payment fields to Open Accountant format. Trigger when user asks about importing Stripe data or syncing Stripe transactions.
Quellsprache: Englisch
Estimates potential underpayment penalties for estimated taxes. Calculates safe harbor thresholds and required quarterly payments. Trigger when user asks about estimated tax penalties, underpayment, or quarterly tax shortfall.
Quellsprache: Englisch
Reconciles Venmo transactions against bank records. Identifies matched and unmatched Venmo payments. Trigger when user asks about Venmo reconciliation or matching Venmo to bank transactions.
Quellsprache: Englisch
Imports transactions from Wise (TransferWise) CSV exports. Handles multi-currency transactions. Trigger when user asks about importing Wise data or syncing Wise transactions.
Quellsprache: Englisch
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