Products

Omniflow HQ is an AI-powered financial analysis platform. Upload your Excel file, select your document type, and get a professional PDF report in minutes. 7 report types available: Risk & Error Scan, Cash Recovery Playbook, Variance Analysis, Progress Payment Analysis, Profitability & Cost Analysis, Asset & Liability Health Check, and Expense Compliance & Optimization. Built for finance professionals, accountants, auditors, and anyone who works with financial spreadsheets. Free t

RivetDoc is the financial disclosure research platform for institutional finance professionals across Asian capital markets. We index every Hong Kong (HKEX)-listed company across 4M+ filings and let analysts search, cite, and export — with every answer linked back to the source page. Built by former bankers and investors who lived the late-night bakeoff prep cycles, RivetDoc removes the friction that slowed them down: instantly search across millions of HKEX filings, cite every finding to the e

Virtue Advisors is a leading U.S.-based Financial and Business Consulting Firm dedicated to helping businesses and individuals achieve sustainable growth. As a new-age, forward-thinking firm, we started with a focus on tax and accounting services, building a foundation of trust through accuracy, compliance, and reliable support. Over time, we expanded our expertise into cost segregation, valuation, and a wide range of advisory services. Today, Virtue Advisors is a full-service consulting partne

EasyBankStatements is software designed for bookkeeping and accounting firms to collect and organize client bank statements. Clients connect their bank accounts through Plaid, allowing firms to retrieve up to 24 months of historical statements and receive new monthly statements automatically. Statements are organized by client, institution, account, and date and are available in PDF and CSV formats. The platform supports client onboarding, monthly bookkeeping workflows, reconciliation, and reco

BiopharmaWatch is a leading data intelligence platform built for biotech and pharma investors, analysts, and industry professionals who need to stay ahead in the fast-moving life sciences sector. We aggregate and analyze critical, market-moving information from across the global biopharma landscape. This includes FDA and PDUFA calendars, clinical trial timelines, pipeline updates, exclusive Probability-of-Approval (PoA) scores, insider trades, hedge fund positioning, earnings events, and more.

Gold standard mortgage fraud detection fueled by the only mortgage fraud consortium with data from millions of loan applications and Cotality's property repository. Uses patented recognition models with known fraud outcomes to generate predictive fraud scores and identify common fraud schemes.

Mortgage market analytics platform that provides transaction-level data from 99% of U.S. parcels for identifying market opportunities, forecasting trends, and tracking competitors. Helps lenders find top loan officers, track agent relationships, and make informed decisions with comprehensive mortgage and listing data.

CleverBalance simplifies credit card reconciliation by replacing manual, Excel-based processes with a fast, structured, and automated system. It matches credit card statements with accounting records to identify missing expenses, duplicate entries, incorrect postings, fees, refunds, and timing differences ensuring complete visibility into card activity. The platform standardizes statement and book data, then applies rule-based matching using transaction IDs, references, amounts, and dates to i

Monitors borrower credit profiles across all three bureaus between loan approval and closing to prevent last-minute loan fallout. Delivers real-time alerts on credit changes, meeting Fannie Mae Loan Quality Initiative (LQI) guidelines to protect against buybacks and scratch-and-dent scenarios.

PayClarify helps small business owners compare credit card processing fees, understand payment gateway costs, and choose the best payment processor for their business. Free tools include a fee calculator and side-by-side processor comparisons.

Discover accurate and instant results with our powerful Post Office PLI Maturity Calculator, designed to help you plan your financial future with confidence. This easy-to-use online tool lets you quickly estimate maturity value, bonus, and returns for your Postal Life Insurance policies. Whether you're comparing plans or planning long-term investments, our calculator delivers reliable insights in seconds. Ideal for policyholders, investors, and financial planners, it simplifies complex calculati

Unified property tax servicing gateway combining near real-time data, automated workflows, and intuitive dashboards for comprehensive loan tax management. Connected to 22,000+ taxing agencies, handling 48M+ loans under service with 100+ automated nightly quality checks.

Industry-leading credit reporting solution integrated with 80+ loan origination systems and POS platforms, and the original inventor of the tri-merge credit report. Provides prequal, tri-merge, and non-traditional credit options backed by analytics, compliance tools, fraud protection, and 60+ years of expertise.

AI that runs finance workflows Intelligent agents that understand, automate, and optimize your entire financial operations stack

CleverBalance automates customer reconciliation by matching your AR ledger with customer statements to identify missing receipts, short payments, and unmatched transactions, without manual Excel work. How It Works: - Upload customer statements and AR ledger (CSV/XLS/XLSX) - Automatically standardizes dates, amounts, and references - Applies rule-based matching (invoice, date, amount) - Detects partial payments, bulk collections, and adjustments - Uses AI to resolve complex and unmatched cases

Car Payment Calculator is a free online auto loan calculator that helps users estimate monthly car payments, total interest paid, and loan amortization schedules. It supports customizable loan terms, interest rates, down payments, and trade-in values, making it easy for anyone to plan their vehicle financing.

Automate intercompany reconciliation by matching transactions across entities with accuracy and speed. Eliminate manual Excel work, detect mismatches, handle complex scenarios like splits and netting, and get audit-ready outputs before consolidation.

My Plan Keeper builds retirement intelligence software. Grace AI is a conversational retirement intelligence that builds your complete financial picture through conversation, not a 47-question intake. You just talk to Grace. She remembers your numbers, reads your 401(k) statements, and tracks your Medicare timeline. Every conversation makes her smarter about your situation. Available through chat, voice, and WhatsApp. For individuals ($29 plans) and for financial services firms, employers, and 4