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Frequently Asked Questions

How do the AI Agents work?

Our 7 agents run autonomously in the background, continuously analyzing your bank feeds, matching receipts, and categorizing transactions without manual input.

Is my financial data secure?

Yes. We use bank-level 256-bit AES encryption. Our AI models do not share your raw data with external public LLMs.

Can I export my data to my CPA?

Absolutely! You can invite your CPA directly via the dashboard or export standard CSV and PDF financial reports.