Software as a service (SAAS) services featuring software for uploading, analyzing, and managing client financial documents; providing online, non-downloadable artificial intelligence-based software for extracting, organizing, and structuring financial information from documents, including accounts, holdings, income, expenses, and financial goals; 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':37 'ai':69 'aiaa':62 'analyz':11 'artifici':22,57,67 'base':25 'client':14 'creat':50 'data':71,74 'document':16,35 'download':21,47 'expens':40 'extract':28,72 'featur':7,64 'financi':15,32,42,55 'goal':43 'hold':38 'household':54 'import':75 'includ':36 'incom':39 'inform':33 'intellig':24,58,68 'intelligence-bas':23 'manag':13,53 'non':20,46 'non-download':19 'onlin':18,45 'organ':29 'plan':56 'provid':17,44 'saa':5 'servic':4,6,61,63 'softwar':1,8,26,48,65 'structur':31 'updat':51 'upload':10 'use':66

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