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Origin
✓ verifiedPaid
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
584K visits/mo
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StockStory
✓ verified
Provides earnings reports and financial news with heavy traffic; real finance resource.
577K visits/mo
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Accio work
✓ verifiedFreemium
AI wholesale sourcing assistant with data-backed supplier insights.
2.9M visits/mo7.7K saves
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Heidi
✓ verifiedFreemium
AI clinical scribe and care assistant that drafts notes, codes and follow-up tasks for clinicians across specialties.
1.8M visits/mo
Pricing
Promotional plan: $1 for the first year (limited-time offer)
No public pricing
No public pricing
No public pricing
Free trial available
Core features
- ✦Automatic syncing and categorization of transactions across linked accounts
- ✦AI assistant answering personalized questions grounded in the user's data
- ✦Automated budget creation and subscription cancellation tools
- ✦Investment portfolio tracking with benchmark comparisons
- ✦Financial forecasting and scenario modeling
- ✦Shared finance tracking for couples
- ✦Earnings reports summary
- ✦AI-powered product search
- ✦B2B sourcing assistance
- ✦Supplier selection support
- ✦Business insights and market analysis
- ✦Connection with trusted global suppliers via Alibaba.com
- ✦Ambient transcription and automated clinical notes
- ✦Coding and clinical documentation support
- ✦Evidence answers with transparent citations
- ✦Customizable note templates
- ✦Task management and follow-up handling
- ✦Team and enterprise controls with EHR integration
Use cases
- →Tracking spending and net worth across multiple accounts in one place
- →Getting AI-answered questions about personal investments or budget status
- →Modeling how life decisions or market shifts affect future finances
- →Couples jointly managing shared spending and savings goals
- →Stay informed about the financial performance of publicly traded companies.
- →Finding reliable suppliers for specific products
- →Conducting market research for business planning
- →Streamlining wholesale procurement decisions
- →Accessing data-backed insights for sourcing strategies
- →Reducing clinical documentation time
- →Generating consultation notes and codes
- →Looking up cited clinical evidence
- →Coordinating care tasks across a practice
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