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Features

Platform Features

Financial Planning & Management

Financial Planning & Management

Easily track what you spend, connect your bank for smooth updates, and integrate with other platforms for seamless data flow. Get reminders before payments are due.

CSV ImportBank SyncRemindersTemplates
Financial Projections

Financial Projections

Map out your revenue, expenses, and key financial numbers for anywhere from 3 to 36 months. Play with dynamic scenarios, see how things shift, and turn your strategy into a visual story that makes decision-making a breeze.

3-36 MonthsScenariosVisualization
Collaboration & Sharing

Collaboration & Sharing

Easily share your financial story—tables, projections, and smart insights—with co-founders, advisors, and investors.

CommentsShare LinksVersions
Personalized Feed & Gamified Learning

Personalized Feed & Gamified Learning

Your feed grows with you—sharing tips, tools, and insights based on your goals and activity.

And with gamified learning and interactions, you'll build better habits while having fun leveling up as you go.

FeedInboxInsightsGamificationLearning Path
Support Hub

Support Hub

Support is always within reach—built for every step of your journey.

GuidesCommunityTap for Wisdom
Content Hub & Media Transition

Content Hub & Media Transition

From glossaries and articles to mini-series, each format is designed to teach, inspire, and make finance feel friendly. More content types are on the way—because learning should be as dynamic as your journey.

ArticlesTutorialsGlossariesSeries
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What's Next?

Our platform keeps growing—adding new tools, fresh content, and exciting features to make everyone's journey simple and more natural.