Current Features

• ✔Connect up to 2 accounts
• ✔Automatic transaction syncing
• ✔Smart transaction categorization
• ✔Clean dashboard overview
• ✔Account filtering
• ✔Spend trend & category analysis
• ✔Receipt uploads & transaction matching
• ✔Manual category editing
• ✔Export reports (CSV/PDF)
• ✔Up to 5 budgets
• ✔Up to 3 savings goals
• ✔Business vs Personal Toggle
• ✔Top Spending Categories
• ✔Money Breakdown Page

Coming Soon (Included)

• 🚀Smart recurring payment detection
• 🚀Subscription tracking (view-only)
• 🚀Monthly AI financial summary email
• 🚀Enhanced merchant recognition engine

Current Features

• ✔Everything in Pro, plus:
• ✔High account limits (up to 20 accounts)
• ✔Multi-user architecture (launching soon)
• ✔Write-off Classification (IRS categories)
• ✔Likely/Possibly Deductible Tags
• ✔Deductibility Detection
• ✔IRS Write-Off Categorization
• ✔Live Tax Savings Estimate
• ✔Missing Deductions Detection
• ✔Mileage Tracking
• ✔Tax-Ready CPA Export (CSV/PDF)
• ✔Real-Time Financial Analytics

Coming Soon (Included)

• 🚀Extended data retention
• 🚀Activity logs
• 🚀Advanced reporting exports
• 🚀Compliance-ready financial summaries
• 🚀Priority support
• 🚀Employee accounts
• 🚀Admin dashboard
• 🚀Role-based permissions
• 🚀Approval workflows
• 🚀Compliance Hub
• 🚀Advanced fraud monitoring
• 🚀Audit logs
• 🚀Department-level budgets
• 🚀Accounting integrations (QuickBooks, Xero)