Search results for OpenClient

Nuzzo is business software for dog walkers, pet sitters, groomers and home boarders. It's built phone-first for solo operators and small teams who've outgrown texts, spreadsheets and paper calendars. Schedule one-off and weekly recurring visits, including multi-pet visits with an optional additional-pet rate and overnight stays priced per night. After each visit, send the owner a photo report card. Clients get their own portal to see upcoming visits and pay invoices, and you can put a booking form on your own website. Invoices carry pay buttons for Venmo, PayPal and Cash App with the amount already filled in, plus Zelle or your own card payment link. Money goes straight to you; Nuzzo never touches client payments. Pricing is flat: $29/month for a solo operator, $79/month for a teaDashboardm of up to five. No per-staff, per-pet or per-client fees, and a 14-day free trial with no credit card. What Nuzzo doesn't do yet: no GPS visit tracking, no SMS reminders (email and push notifications instead), and no live accounting sync (QuickBooks-ready CSV export on the Team plan).

WarpWare is order management and fulfillment integration middleware for e-commerce brands and the 3PLs that serve them. It connects Shopify, Amazon, Walmart, TikTok Shop, eBay, BigCommerce, WooCommerce, Magento, Veeqo, NetSuite, Acumatica, ShipStation, ShipBob, ShipHero, EDI (SPS) and 20+ other sales channels and systems to warehouse management systems such as Extensiv, then runs the whole order lifecycle: ingestion with duplicate, hold and pre-order handling; a rules engine for routing, holds, release schedules and business hours; multi-warehouse routing; kit and bundle explosion; inventory sync with per-channel buffers and automatic drift healing; fulfillment and tracking push-back to every source channel; and cancellation sync. Every outbound sync retries with exponential backoff and a circuit breaker until it lands, so orders, inventory and tracking never silently fall through the cracks. WarpWare is multi-tenant by design for 3PLs managing many sub-clients, with per-client configuration, a complete per-order timeline, exportable analytics, and Walter, a built-in AI assistant that answers operations questions against live data.

Sagoma Pro is coaching software built for the gym floor rather than the desk. Standing mode moves every control into the bottom third of the screen and roughly doubles its size, so a trainer logs a client's set one-handed while the other hand is on the client. The whole session can run from an Apple Watch with the phone in a locker - today's sessions, who is next, the notes worth recalling about the client in front of you, and a surface to log sets - reconciling when the devices meet again. Voice notes dictated between sets become searchable across the whole roster, and the recording never leaves the phone. Programmes can be written by hand or drafted from a client's own history and edited before anyone sees them. Check-ins arrive with the weigh-ins, sessions and food already beside them. Every client chooses what their trainer may see, category by category, enforced by encryption rather than by a setting. Everything works with no signal and syncs when a connection returns. One seat covers unlimited clients with no per-client charge, at $49 a month or $449 a year. Clients use Sagoma Link, free, on iPhone or Android. Available for iPhone, iPad, Mac and Apple Watch.

PayStubNest is an online pay stub generator for US small businesses, self-employed people, independent contractors and bookkeepers who need accurate pay stubs for their payroll records without buying full payroll software. Enter the pay details, hourly or salary, with overtime, bonuses and other earnings on their own lines. PayStubNest calculates federal income tax, state income tax, Social Security and Medicare withholding from the published withholding tables for all 50 states and the District of Columbia (tax years 2025 and 2026). Year-to-date totals are carried forward from one pay stub to the next, so a whole series can be generated at once with consistent figures. Choose one of 18 templates or design your own, add your company logo, and download a clean, print-ready PDF. Contractor (1099) payment statements, a direct deposit advice and automatic pay schedules (Payroll plan) are also available. Pricing is transparent: every pay stub can be previewed for free, a download costs $1, credits never expire, and unlimited plans cost $9.99 a month or $99.99 a year. Bookkeepers can manage many client businesses from one account with no per-client fee. PayStubNest is a payroll record-keeping tool for pay that was actually issued or received. It is operated by PepDigital Tech Inc. in Anaheim Hills, California.

Pillar is the modern practice management platform for independent coaches. Built specifically for coaches who run their own practice — not for gym chains or large fitness brands — Pillar consolidates the tools coaches typically scatter across five or more apps into a single, cohesive platform. The product is organized around eight pillars of client outcomes: fitness, nutrition, sleep, recovery, hydration, steps, mood, and habits. Each client is configured with the right mix of pillars for their goals, and coaches see daily check-offs and weekly trends across every tracked dimension. This whole-client approach distinguishes Pillar from competitors that focus narrowly on workout assignments and meal plans. Core features include configurable client dashboards, AI-generated pre-session summaries that prepare coaches for every client meeting, a centralized content library for workouts and meal plans, integrated scheduling with client booking, in-app messaging, secure payments, and Apple Health integration for automatic syncing of steps, sleep, workouts, and heart data. Pillar is built for coaches who treat their clients as people, not programs — and for coaches who'd rather coach than chase admin across multiple disconnected tools. Pricing is transparent and flat: $29/month for Starter, $59/month for Growth, $99/month for Pro. Every plan includes unlimited clients with no per-client fees, no setup costs, and no contracts. Pillar offers a 14-day free trial with no credit card required.

Bookora is an appointment calendar and online booking app for independent beauty and wellness professionals — nail techs, brow and lash artists, makeup artists, barbers, hairdressers, estheticians and massage therapists — and small teams. Your clients book from your link, with no app to download. No booking commissions, ever. Free to start, on iOS and Android. The free plan includes the full calendar (month view and hour-by-hour day view, every service in its own colour), unlimited clients, appointments and services, client cards with visit history and notes, per-client prices that are remembered for the next visit, client import from phone contacts or a file, supplies tracking based on completed appointments, income and expense statistics, and one-tap WhatsApp reminders with no per-message fees. Premium adds a 24/7 public booking page where clients pick a service, date and time; control over which services can be booked online, how far ahead clients can book and how much notice is required; automatic email and Telegram notifications for new, rescheduled and cancelled appointments plus a reminder before the visit; two-way Google Calendar sync; and team accounts where each specialist gets their own calendar, clients and booking page. Bookora takes no commission on bookings or on new clients — you pay a flat subscription and nothing else. The app is available in 9 languages: English, Spanish, French, German, Portuguese, Russian, Japanese, Arabic and Chinese.

Blue Lantern Security is continuous cybersecurity monitoring for small and mid-sized businesses and the MSPs that serve them. It watches the three places attacks actually land: email, browsers, and devices. Connect Google Workspace or Microsoft 365 once and Blue Lantern checks every inbound message for spoofing, lookalike domains, malicious links, and dangerous attachments, with optional automatic quarantine. The same integration verifies MFA coverage and dormant accounts daily, flags external auto-forwarding and suspicious inbox rules, checks SPF, DKIM, and DMARC on your sending domains, and shows which AI and third-party apps hold access to your mail and files. Lightweight macOS and Windows agents check disk encryption, EDR health, firewall, updates, and backups every hour. A Chrome extension detonates visited pages in a sandbox to catch credential-harvesting forms, malicious redirects, and fake verification screens before a user is tricked. Every finding shows what was checked, what was found, and why it matters, with no arbitrary risk scores. That transparency doubles as proof of coverage for cyber insurance applications and customer security questionnaires. Pricing is a flat $15 per user per month with no contracts, minimums, or overage. A free tier includes 30 on-demand email, URL, and file scans a day with no credit card. MSPs manage every client from one console with per-client accounts and resellable pricing.

LedgerOS Practice is practice management software for small and mid-sized tax and accounting firms. It replaces the stack most firms stitch together, including practice management, e-signature, research, comp-study and document tools, with one platform at one price per user. Firms use LedgerOS to: Run every engagement from a pipeline, with templates, recurring work and status tracking Give clients a branded portal on the firm's own subdomain for uploads, signing, messages and payments Collect documents with automated requests and reminders, while a desktop agent files incoming documents to the right client automatically Send engagement letters and forms for e-signature with knowledge-based authentication (KBA) Bill clients, take card and ACH payments, lock deliverables until paid, and sync to QuickBooks Online Manage client email in a shared inbox and send bulk email with no caps Research tax questions against IRS and other .gov sources, with answers cited to the source Build documented reasonable-compensation studies for S corporation owners from current BLS wage data Meet with clients over built-in video meetings and booking links, and send certified mail from the app Pricing is $129 per user per month with every module included. There are no add-on modules, no per-client fees and no annual contract. Firms can start a 14-day free trial with no credit card, and LedgerOS migrates client data from other platforms for free. LedgerOS was founded by a CPA and is independently owned. It is built for firms that want modern software without private-equity pricing.

Beagler is recruitment software for staffing and executive search agencies that covers the whole billing cycle, not just the hiring one. Most applicant tracking systems stop at "candidate hired." Beagler keeps going: the placement, the client invoice, the consultant's commission split and the payroll run are the same record, so the work that usually moves into spreadsheets at month end stays in one system. What's included: • Applicant tracking — candidates, resume parsing, Boolean tag search, pipeline stages and a review queue • Client CRM — companies, contacts, activity history and contract terms • Job postings — shareable public job pages, scheduled publishing and a branded careers portal • Meetings and tasks — scheduling, assignment, deadlines and a shared team calendar • Invoicing — templates, per-client billing and payment tracking • Payroll and commissions — whole-team payroll runs, automated commission from placements, and bank payment file export • Expenses and reports — spend tracking plus reporting across placements, revenue and team activity • Vendor portal — external suppliers submit candidates without access to your data • AI assistance for resume parsing and candidate-to-role matching • Free resume builder, open to anyone at beagler.io/resume-builder Beagler runs in the browser and as a desktop app for macOS and Windows. Multi-user with role-based permissions, AES-256 encryption at rest and GDPR-ready data handling. Pricing is published: a free plan that doesn't expire, $9.90 per user per month, or $12.90 with payroll and full reporting. 30-day free trial, no credit card required.

GRCfy Maestro is compliance and audit management software built for both sides of an audit engagement — the CA firm or independent auditor running it, and the entity being assessed. It supports DPDP Act 2023, ISO 27001, SOC 2, HIPAA, BRSR/ESG, NIST SP 800-171, and vendor/supply-chain social-compliance audits, with controls cross-mapped across frameworks so evidence collected once can satisfy overlapping requirements. Frameworks not built in can be added as fully custom "Bring Your Own Control" audit types — built from scratch, bulk-imported, or cloned from an existing library. For auditors and audit firms, Maestro provides a practice-wide dashboard to run every client engagement from one place: isolated per-client tenant data, findings management, risk registers, a full reports library (Executive Summary, Risk Register, Control Matrix, Framework Cross-Map, Remediation Roadmap, plus framework-specific reports), and recurring audit scheduling. AI-assisted evidence review, cross-reference mapping, and audit-conclusion drafting speed up the work throughout — but every verdict is a recommendation the human auditor reviews and confirms, never an automated pass/fail. For the entities being audited, a free pre-check shows initial standing against a chosen framework. The paid Readiness module goes further — gap tracking to an owner and due date, AI-assisted remediation suggestions, and AI-generated policy/SOP documents from a 49-type catalog — across DPDP, SOC 2, ISO 27001, and HIPAA, with ESG/BRSR readiness in active development. Ongoing compliance runs through dedicated registers for vendors/DPAs, data assets (RoPA), rights requests, DPO records, breach incidents, and training. Evidence and progress carry forward from readiness into a formal audit on the same platform.

BookingForNow is online booking and scheduling software for appointment-based businesses: hair salons, barbershops, beauty and nail studios, physiotherapists, personal trainers, pilates and yoga studios, tattoo artists, psychologists, massage therapists, podiatrists and repair shops. Each business gets its own booking page with its own link, in 10 languages. Clients see real availability and book at any time without downloading an app or creating an account. If they leave an email, they get the confirmation with a private link to reschedule or cancel within the business's policy. Businesses manage per-staff calendars, client records with history, per-client session packs (picked when the appointment is booked in the calendar), time blocking and team roles. They can import and export clients via CSV, share their page with a QR code, a button or an iframe, subscribe to the calendar from Google Calendar, Outlook or Apple (iCal), and send one-click manual WhatsApp reminders. There is no per-booking commission on any plan. The Free plan (€0) covers 1 staff member, 2 users, up to 50 clients, 1 location and online booking, with a "Bookings powered by BookingForNow" line on the booking page, but no automatic reminders. Starter (€29/month or €290/year) adds automatic email reminders, up to 3 staff and unlimited clients, and removes the branding. Pro (€79/month or €790/year) has unlimited staff and locations. There is a 14-day free trial with no card. Prices are in euros. The database is hosted in Frankfurt (EU). Not included: SMS, automated WhatsApp, online payment at booking (clients pay at the venue), a client marketplace, a native app, POS or invoicing.

Coachplan helps personal trainers, online fitness coaches, nutrition coaches, and physiotherapists run their coaching businesses with less admin. Instead of juggling spreadsheets, PDFs, messaging apps, and payment links, Coachplan brings everything together in one platform, so you can spend less time on admin and more time coaching. ### What you can do with Coachplan - **Build workout programs faster.** Choose from 1,200+ exercises or create your own. Save time with reusable templates and easily assign programs to clients. - **Manage training and nutrition together.** Create meal plans, set calorie targets, and manage everything alongside your clients' training programs. - **Simplify check-ins and track progress.** Send surveys, collect measurements, and see which clients are progressing and who needs extra support. - **Keep all communication in one place.** Stay connected through direct messages, group chats, and broadcasts. - **Manage payments and sell online.** Accept subscriptions and one-time payments through Stripe, and sell training programs and courses directly. - **Give clients their own branded app.** Your clients get an app featuring your logo and brand colors, accessible on iPhone and Android without downloading anything from an app store. ### Simple, transparent pricing Choose a plan based on the number of clients you coach: - **Starter:** Up to 10 clients - **Grow:** Up to 35 clients - **Pro:** Up to 100 clients - **Unlimited:** No client limit Every plan includes all core features, with no per-client fees, paid add-ons, or long-term commitments. Just straightforward monthly billing. Try Coachplan free for 30 days Get full access to every feature for 30 days, with no credit card required. Switching from Trainerize, Everfit, TrueCoach, or another platform? We'll help you migrate your clients and training programs for free.

OmniFire manages social media, business profiles and mobile apps in one workspace, for creators, brand teams and agencies. Social media Write once, adjust per platform, publish everywhere: text, images, video, audio and links. Posts follow each platform's length and media rules; long text becomes a thread on X and Bluesky. Schedule in your market's time zone, unlimited, in list or calendar view. Sync rules copy published posts across platforms, and supported posts can be edited after publishing. The AI assistant drafts, polishes, shortens, corrects and translates. Business profiles Keep each brand's name, description, phone, website, address and hours in one place and publish them to Google Business Profile and Facebook Pages. Sync avatar, name, bio and banner to YouTube, Bluesky, Mastodon, Telegram and Discord. Import Google locations and track views, calls, clicks and direction requests. Mobile apps Connect App Store Connect and Google Play to see downloads, conversion, active devices, revenue and ratings by country. Reply to store reviews from the inbox. Unified inbox Comments, mentions, DMs, Google reviews, app store reviews and WhatsApp Business messages in one place. Filter by client, brand, platform or unread, and archive in bulk. Analytics Social, profile and app data together: followers, reach, engagement, post results, installs and revenue. Filter by client, brand, account or date, compare accounts, export, or group by campaign. Teams Separate each client's accounts and data. Four roles, per-client access, approval before publishing, and an audit log. Platforms X, Facebook, Instagram, LinkedIn, YouTube, TikTok, Threads, Pinterest, Bluesky, Mastodon, Telegram, Discord, WeChat Official Accounts, Bilibili, Kuaishou, plus Google Business Profile, App Store Connect, Google Play and WhatsApp Business. Pricing 7-day free trial, cancel anytime. Five plans, all with publishing, inbox, analytics and app operations. Business profiles from Professional up.

OrqLabs is a no-code marketing automation platform where specialist AI agents run your marketing with human approval and hard budget caps. 22 purpose-built agents, powered by Claude and OpenAI models, create platform-native social content, answer customers 24/7 on WhatsApp, Telegram, Messenger, Slack, Discord and SMS, research and score B2B leads, run personalized outreach, audit SEO, analyze markets and competitors, and write weekly reports. An Analytics Strategist agent reads Google Analytics 4 and social metrics, explains what worked, and rewrites the strategy that every other agent follows on its next run, so marketing gets smarter every week instead of just automated. Teams build workflows in a drag-and-drop editor with 7 triggers and 114 nodes, or start from 109 ready-made templates (daily social content, WhatsApp chatbot, lead research to outreach, abandoned-cart reminders, appointment reminders, weekly GA4 review). Every workflow ships with approval steps before anything is published or sent; every AI call is metered in dollars against a monthly budget cap that cannot be exceeded, with per-agent, per-model and per-project cost breakdowns. 75 integrations cover X, LinkedIn, Instagram, Facebook, TikTok, YouTube, Threads, Pinterest, Bluesky, WhatsApp Business, Telegram, Slack, Discord, Gmail, Outlook, GA4, Search Console, Google Business Profile, HubSpot, Salesforce, Pipedrive, Zoho, Shopify, WooCommerce, WordPress, Calendly, Typeform, Mailchimp, Brevo and more. OrqLabs also runs as a remote MCP server inside Claude and ChatGPT, so you can set up projects, agents and workflows conversationally. Built for agencies (white-label client portals, per-client cost limits), e-commerce brands, B2B sales teams, local businesses and content creators (turn one video into 10 pieces of content, media kits, brand-deal tracking). EU-hosted, AES-256-GCM encrypted credentials, tenant isolation, role-based access, audit logs and opt-in-only broadcasts aligned with GDPR and KVKK. Free plan available, no credit card required; bring your own Anthropic or OpenAI API key on paid plans.

AATAX is Making Tax Digital for Income Tax (MTD ITSA) software that helps accountants, bookkeepers and tax agents prepare, review and submit quarterly updates and final declarations to HMRC for their sole trader and landlord clients. It is HMRC-recognised and uses HMRC's official MTD APIs. Under MTD for Income Tax, each client in scope needs four quarterly updates and a final declaration every year instead of one Self Assessment return. AATAX gives a practice one workspace for that work: HMRC authorisation, client records, quarterly obligations and a complete audit trail. The workflow has four steps: authorise, collect, review and submit. The practice links its HMRC Agent Services Account and sends each client an authorisation request through HMRC. Clients do not need to log in or learn any software. They reply to email reminders or use a secure upload link. AATAX reads your clients' receipts and statements, and your team reviews and confirms. Reviewers check the figures, resolve flags and sign off, and every change is recorded. Quarterly updates and final declarations go to HMRC from the same place, and the result is shown straight away. Key features: A practice-wide work queue that shows what is due, overdue and next, most urgent first, with background HMRC status checks. A deadlines page across the practice, filterable by team member, with automated email reminders. Full year end, including the HMRC tax calculation, accounting adjustments, capital allowances, loss treatment, final declaration and amendments after filing. Team roles (Practice admin and Accountant) and client assignment. A per-client history of every submission, with HMRC's response and reference. Income coverage includes self-employment, UK property and foreign property, plus other income and reliefs such as employment, savings interest, dividends, partnerships, CIS deductions, capital gains and Gift Aid. Data is handled under UK GDPR, documents are stored encrypted, and AATAX never sees or stores HMRC passwords. Pricing is £5 per client, per year, ex VAT, for up to 500 clients, with no setup fees and no tiers. Sole traders and landlords who do their own MTD can use a separate AATAX app for free.

Most laboratory systems stop at sign-out. Metaclinic was built for the part after it: getting a finished result to the ordering clinician, the referring practice, the consulting specialist, the coder, the payer, counsel, the registry, the research sponsor, and the patient, each receiving exactly what they are entitled to, on a stated legal basis, with a record of what happened. The LIS A complete anatomic pathology system, built in a GI pathology laboratory and extended outward. Single-screen requisition intake, accessioning with per-specialty numbering, a structured grossing bench, a histology worklist with stain rules, cytology with cytotechnologist sign-out where permitted, synoptic reporting, per-client report formats and delivery, and a billing rules engine from charge capture to line-level remittance. Technical and professional component splits and multi-laboratory networks are in the data model, not bolted on. Every specimen, cassette, block, and slide carries its own custody trail. The release model Who may see a result is decided before anyone asks. Nine classes of diagnostic data by nine kinds of stakeholder, each with a state, the authority behind it, and the mechanism that carries it. Deny by default. Enforced in the database with row-level policy, not only in application code. Every disclosure, and every refusal with its reason, is written to an audit record a patient can read. Who it serves Laboratories get outreach practices in their own tenants, patient access on the CLIA clock as a normal operation, send-outs that reconcile home, and an evidence trail behind every claim. Practices and MSOs get results from every connected laboratory in one worklist, with outstanding orders, unacknowledged criticals, and pending send-outs as visible conditions, configured once and inherited at every site. Practices treating personal injury patients manage liens and letters of protection inside the case record, and the attorney of record reads the same ledger. Firms receive productions run against the authorization they upload, as a dated set with a manifest and anything withheld named. Connections HL7 v2 from laboratory systems, SMART on FHIR and Bulk FHIR from EHRs, TEFCA through a QHIN, Direct messaging, a referring-physician portal, webhooks, and a versioned API. What it is not Not a patient portal, not an EMR, not a CRM. The digital pathology viewer displays slides and does not interpret them; there is no AI diagnosis anywhere in the system. Designed for HIPAA compliance and built to support CAP and CLIA workflows, which is a statement about construction, not a certification.

SecValley is a security evidence platform for Microsoft 365, Entra ID, Azure, AWS, Google Cloud, Google Workspace and GitHub. It runs agentless, read-only scans of each tenant and evaluates the configuration against the CIS benchmark pinned to its published version, or against SecValley control sets where no benchmark exists. 1000+ controls across seven surfaces. Every check names what it read. A finding arrives with severity, the setting that produced it, and step-by-step remediation, together with a scan log that records what was read and what was not. A check SecValley could not read is reported as unanswered, never as a pass. Three outputs per scan: an Excel action matrix sorted by severity and grouped by workload, a PDF technical report, and the KAM executive report. KAM is the AI vCISO: it drafts a board-grade summary for leadership from the record, not from a template. Every statement cites the control it came from, the unanswered checks are named rather than rounded away, and it is generated in minutes after every scan. Threat Intel: controls are bound to the MITRE ATT&CK techniques they mitigate or detect. Threat Intel reads your last scan and says which known threat groups still have an open door, with attack paths visualized. Three products share the same scan records: Security Posture: the cloud security scanner for the seven platforms above, scheduled or on demand, every record kept, trend views that compare records. Compliance (early access): SOC 2 evidence built from sealed scan records. Machine-observed and person-attested evidence are shown apart. Only your auditor can declare you compliant. Insurance Posture: upload the cyber insurance application you signed, and each answer is checked against your Microsoft 365, Entra ID, Azure or AWS tenant. The goal is accuracy, not approvability. The cost of doing this by hand: a yearly manual assessment cycle (cloud security engineer, compliance analyst, vCISO retainer, tools, training) runs around $375,000 a year. SecValley is the scanner on a schedule with the records kept, at a fraction of the cost. No hiring, no training, no turnover. Who it is for: IT and security teams, MSPs and vCISOs who need to show what their cloud configuration actually looks like, with a record of how it was read. MSPs manage every tenant from one console with per-client scoring, scheduled scans and KAM reports across the whole book of business. The connection is read-only and agentless. Nothing is installed in the tenant, and access can be revoked at any time.

Offline Bookkeeping is a Chrome extension that converts US bank statement PDFs into categorized, reconciled Excel workbooks and QuickBooks (QBO) files — with every step running 100% locally in the browser. Client statements are never uploaded to a server, which keeps firms clear of the compliance and confidentiality problems that come with cloud converters (IRS Publication 4557, FTC Safeguards Rule). It includes dedicated parsers for Chase, Bank of America, Wells Fargo, Citi, TD, Capital One, U.S. Bank, PNC, Truist and Ally, plus regional banks (Santander, Popular, Flagstar, PSFCU, Ridgewood BCB) and a generic parser for other formats. Scanned statements are handled by a built-in local OCR engine — still on the user's own machine, still nothing uploaded. Every import passes a reconciliation gate: extracted deposits and withdrawals are matched against the statement's own ending balance, and any month that does not tie out is flagged before export. A parse-quality grade shows which statements need a review. Transactions are auto-categorized with rules that learn from your corrections, duplicates across overlapping statements are caught, and each client keeps its own workspace, chart of accounts, and backup. Exports include a client-ready Excel workbook (summary, reconciliation, full transaction register) and a QBO file for QuickBooks import. Pricing is a flat $19/month for unlimited clients and statements, or a $96 six-month tax-season license (October–April). A free 3-day trial — no credit card required — unlocks every parser. Features list (checkbox/dropdown fields ke liye): Bank statement PDF → Excel (.xlsx) conversion PDF → QuickBooks QBO export 100% local processing — no file uploads Local OCR for scanned/image-only statements Reconciliation gate vs. the statement's ending balance Parse-quality score on every import Auto-categorization that learns from corrections Duplicate detection across overlapping statements Multi-client workspaces Editable chart of accounts (per-client overrides) Split transactions Backup & restore (per client or whole firm) Supported banks (text field ho to): Chase, Bank of America, Wells Fargo, Citi, TD Bank, Capital One, U.S. Bank, PNC, Truist, Ally, Santander, Popular, Flagstar, PSFCU, Ridgewood BCB + generic parser Pricing fields: Starting price: $19/month Model: Subscription, flat — unlimited clients, unlimited statements Tax-season license: $96 one-time for 6 months (October–April) Free trial: Yes — 3 days, no credit card Free version: No Categories/tags (jo menu mein mile, yehi select karna): Bank Statement Converter · Accounting Software · Bookkeeping · Financial Data Extraction · OCR Software · Tax Preparation

Prism is a comprehensive platform designed to monitor and enhance your brand's visibility across both traditional search engines and AI-driven platforms. By integrating with Google Search Console and Google Analytics 4, Prism provides real-time insights into your brand's performance on Google, while also tracking mentions and sentiments across AI platforms like ChatGPT, Claude, Gemini, and Perplexity. Key Features and Functionality: - GSC Analytics: Monitor your brand's search rankings and identify areas where competitors may be outperforming you. - Quick Wins: Receive prioritized recommendations to improve search visibility, such as addressing page 2 rankings and optimizing high-impression pages with low click-through rates. - Site Crawl: Conduct technical SEO audits to detect issues like broken links, missing metadata, and thin content, ensuring your site is optimized for both search engines and AI platforms. - Alerts & Monitoring: Set custom thresholds to receive notifications about significant changes in rankings or site performance. - Content Freshness: Identify and refresh outdated content to maintain or improve search rankings. - Cannibalization Detection: Detect and resolve instances where multiple pages compete for the same keywords, consolidating them to strengthen rankings. - AI Visibility: Track how often your brand is mentioned in AI-generated responses, analyze sentiment, and monitor changes over time. - Page Intel: Evaluate the AI-readiness of pages cited by AI platforms, scoring them based on factors like schema implementation, content freshness, and direct-answer relevance. - GEO Gaps: Identify prompts where your brand is absent in AI responses, understand which competitors are mentioned instead, and receive content briefs to address these gaps. - Answer Intelligence: Analyze the context and positioning of your brand mentions within AI responses, including co-mentions with competitors. - Brand Visibility: Monitor your share of voice in both search and AI platforms, benchmarking against competitors and tracking visibility trends over time. - Multi-Client Management: Manage multiple properties from a single workspace with features like per-client data isolation, team access controls, and shareable reports. - Traffic Performance: Connect with Google Analytics 4 to assess which organic queries drive sessions, revenue, and conversions. Primary Value and User Solutions: Prism addresses the evolving landscape where AI-driven platforms increasingly influence consumer decisions. By offering a unified view of your brand's presence across both search engines and AI platforms, Prism enables businesses to: - Enhance Brand Visibility: Ensure your brand is prominently featured in AI-generated responses, capturing potential customers who rely on AI for information. - Identify and Address Gaps: Recognize areas where competitors are gaining an edge and implement targeted strategies to reclaim or improve your position. - Optimize Content Strategy: Receive actionable insights to refine content, improve SEO performance, and align with the criteria favored by both search engines and AI platforms. - Monitor Performance Metrics: Stay informed about your brand's performance through real-time analytics, allowing for swift responses to any negative trends or opportunities for growth. By leveraging Prism, businesses can proactively manage their online presence, ensuring they remain competitive in an environment where AI-driven interactions are becoming the norm.