Finance & Planning

Maxima automates accounting prep work like journal entries, reconciliations, and flux analysis. It is built for enterprise finance teams that want agent-prepared work for accountant review rather than a fully hands-off black box.

Meow is a business banking platform for companies that want cards, payments, and cash management in one place. It also exposes an MCP server so AI tools like Claude and ChatGPT can help manage payments, cards, and balances through natural language.

Wealthfront offers automated investing with recommended or customizable portfolios for individual investors. It also includes tax-loss harvesting, automatic rebalancing, and a separate stock investing account with fractional shares and no commissions.

Coupa is a cloud-based spend management platform for procurement, finance, and supply chain teams. It uses AI to help you manage purchasing, approvals, payments, supplier discovery, and supply chain planning in one system.

Intuit bundles products for tax filing, personal finance, bookkeeping, and email marketing. The site routes you to TurboTax, Credit Karma, QuickBooks, Mailchimp, and Pro Tax for different financial workflows.

Rocket Money is a personal finance app for tracking spending, budgets, subscriptions, credit, savings, and net worth in one place. It can also negotiate bills and cancel subscriptions, but many of the more hands-off actions are part of Premium.

Charles Schwab lets you open brokerage and retirement accounts, trade online, and choose between self-directed investing, thinkorswim trading, automated investing, or advisor-led wealth management. It’s built for individuals and families who want a traditional investing platform with a wide range of account types.

FlyFin helps freelancers, self-employed workers, and small business owners file taxes with AI plus CPA review. It scans expenses for deductions, organizes documents, and has CPAs prepare and e-file returns.

Copilot is a personal finance app for Mac, iPhone, iPad, and web. It helps you monitor spending, budgets, investments, and net worth, with a free trial before you connect accounts.

YNAB is a personal finance app focused on debt payoff, budgeting, and avoiding credit card float. It helps you build a paydown plan, track progress, and make spending decisions with all your balances and priorities in one place.

Cleo is a personal finance app that analyzes your spending, helps you set savings goals, and gives you blunt feedback on habits. It also offers Autopilot to automate parts of your money management.

Trim analyzes your transactions to identify recurring subscriptions and help you spot places to save. It’s free to sign up and works on web, iOS, and Android.