Software as a service (SAAS) services featuring software for uploading, analyzing, and managing client financial documents; providing artificial intelligence–based software for extracting, organizing, and structuring financial information from documents, including accounts, holdings, income, expenses, and financial goals; and providing online non-downloadable software for creating, updating, and managing household financial plans; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for data extraction and data import

'account':32 'ai':66 'aiaa':59 'analyz':11 'artifici':18,54,64 'base':20 'client':14 'creat':47 'data':68,71 'document':16,30 'download':44 'expens':35 'extract':23,69 'featur':7,61 'financi':15,27,37,52 'goal':38 'hold':33 'household':51 'import':72 'includ':31 'incom':34 'inform':28 'intellig':19,55,65 'manag':13,50 'non':43 'non-download':42 'onlin':41 'organ':24 'plan':53 'provid':17,40 'saa':5 'servic':4,6,58,60 'softwar':1,8,21,45,62 'structur':26 'updat':48 'upload':10 'use':63

SMART IMPORT

Owner

Goods & Services