AI agent for
smarter finances
A unified AI agent that analyzes data, automates financial workflows, and delivers insights in real time
Finance automation
Real-time fraud intelligence
AI insights for decisions
Trusted by teams at
The platform
See your entire
financial world at once
Every account, investment, and debt in one unified view.
Tailored workflow
Track progress across custom issue flows for your team.
Tailored workflow
Track progress across custom issue flows for your team.
Tailored workflow
Track progress across custom issue flows for your team.
Custom views
Switch between list and board. Group issues with swimlanes.
Custom views
Switch between list and board. Group issues with swimlanes.
Custom views
Switch between list and board. Group issues with swimlanes.
Filters
Refine issue lists down to what’s most relevant to you.
Filters
Refine issue lists down to what’s most relevant to you.
Filters
Refine issue lists down to what’s most relevant to you.
SLAs
Automatically apply deadlines to time-sensitive tasks.
SLAs
Automatically apply deadlines to time-sensitive tasks.
SLAs
Automatically apply deadlines to time-sensitive tasks.
The value prop
A smart CFO
in your pocket
AI predicts expenses before you ever hit low balances.
Instant Clarity
Automated tasks
Smarter Decisions
Everyday Ease
Instant Clarity
Gain a complete understanding of your total net worth in one unified view.
Instant Clarity
Gain a complete understanding of your total net worth in one unified view.
Instant Clarity
Gain a complete understanding of your total net worth in one unified view.
Automated tasks
Let our agent handle recurring payments and complex categorization while you sleep soundly.
Automated tasks
Let our agent handle recurring payments and complex categorization while you sleep soundly.
Automated tasks
Let our agent handle recurring payments and complex categorization while you sleep soundly.
Smarter Decisions
Leverage predictive data models to optimize your portfolio for maximum long-term financial growth.
Smarter Decisions
Leverage predictive data models to optimize your portfolio for maximum long-term financial growth.
Smarter Decisions
Leverage predictive data models to optimize your portfolio for maximum long-term financial growth.
Everyday Ease
Experience a financial interface designed to remove friction and reduce your daily stress.
Everyday Ease
Experience a financial interface designed to remove friction and reduce your daily stress.
Everyday Ease
Experience a financial interface designed to remove friction and reduce your daily stress.
How it works
Chaos to
clarity in seconds
Connect banks, analyze data, get your freedom plan instantly.
Connect Your Accounts
Securely link all your bank accounts and credit cards in just seconds.
Connect Your Accounts
Securely link all your bank accounts and credit cards in just seconds.
Connect Your Accounts
Securely link all your bank accounts and credit cards in just seconds.
Analyze Your Data
Our AI instantly categorizes years of transaction history to find hidden trends.
Analyze Your Data
Our AI instantly categorizes years of transaction history to find hidden trends.
Analyze Your Data
Our AI instantly categorizes years of transaction history to find hidden trends.
Achieve Total Clarity
Receive a personalized roadmap to optimize your wealth and reduce financial stress.
Achieve Total Clarity
Receive a personalized roadmap to optimize your wealth and reduce financial stress.
Achieve Total Clarity
Receive a personalized roadmap to optimize your wealth and reduce financial stress.
Features
Tools that work
while you Sleep
Automated budgeting and bill tracking; never miss a beat.
Smart Automation
Create smart workflows that automatically invest your spare change into high-growth assets.
Smart Automation
Create smart workflows that automatically invest your spare change into high-growth assets.
Smart Automation
Create smart workflows that automatically invest your spare change into high-growth assets.
Predictive Insights
Spot future deficits weeks in advance.
Predictive Insights
Spot future deficits weeks in advance.
Predictive Insights
Spot future deficits weeks in advance.
Instant Alerts
Get notified before you overspend funds.
Instant Alerts
Get notified before you overspend funds.
Instant Alerts
Get notified before you overspend funds.
Total Privacy
Military-grade encryption protects your assets.
Total Privacy
Military-grade encryption protects your assets.
Total Privacy
Military-grade encryption protects your assets.
Integrations
Seamlessly integrate
with the tools you love
Connect your favorite apps for a unified financial view.
Impact
Real numbers
and real changes
Users see 15% portfolio increase in their first year.
Annual Return
0 %
0 %
Average annual portfolio growth for users leveraging our predictive autonomous rebalancing strategies.
Annual Return
0 %
0 %
Average annual portfolio growth for users leveraging our predictive autonomous rebalancing strategies.
Annual Return
0 %
0 %
Average annual portfolio growth for users leveraging our predictive autonomous rebalancing strategies.
Time Reclaimed
60 hrs
60 hrs
Hours saved annually by automating manual spreadsheet entry, categorization, and tax harvesting.
Time Reclaimed
60 hrs
60 hrs
Hours saved annually by automating manual spreadsheet entry, categorization, and tax harvesting.
Time Reclaimed
60 hrs
60 hrs
Hours saved annually by automating manual spreadsheet entry, categorization, and tax harvesting.
Expense reduced
$0.0 k
$0.0 k
Average yearly capital recovered by identifying hidden bank fees and unused subscriptions.
Expense reduced
$0.0 k
$0.0 k
Average yearly capital recovered by identifying hidden bank fees and unused subscriptions.
Expense reduced
$0.0 k
$0.0 k
Average yearly capital recovered by identifying hidden bank fees and unused subscriptions.
Testimonials
Success stories
from top investors
See how busy professionals build wealth without the effort.
4.8
500+ reviews
"Most AI tools just summarize past data. Agentical actually predicts cash flow anomalies before they happen."
Marcus Thorne
Director at WealthWise
"When we launched our new credit card, we expected our operations team to drown in applications."
Thomas Greig
VP of Operations at NeoCard
"We cut our operational overhead by 40% in year one. Agentical handles the repetitive data entry and reconciliation tasks that used to burn out our junior staff. Retention is up, costs are down, and accuracy is perfect."
Robert "Bob" Vance
MD at Vance & Partners Accounting
"Agentical didn't just automate our reporting; it completely restructured how we handle financial data."
Sarah Jennings
CFO at FinCorp Global
"I was skeptical about the integration process, but Agentical plugged into our legacy banking core and our modern Stripe infrastructure seamlessly."
James K. O’Malley
CTO at Legacy Credit Union
"Our portfolio managers use Agentical to scrape sentiment data from thousands of news sources instantly."
Jonathan Hwan
Senior manager at Capital
"It’s not just a tool; it’s a strategic partner. Agentical identified a recurring churn pattern in our subscription model that we had completely missed."
Sophia Lin
Founder & CEO at SaaSCapital
"Our support ticket volume was unmanageable. Agentical now handles 70% of Level 1 inquiries entirely on its own—issuing refunds, checking statuses, and updating user details without human intervention."
Elena Rodriguez
VP of Customer Experience at Bankly
"Regulatory reporting for cross-border payments is a nightmare. Agentical’s compliance agent automatically scans every transaction against the latest local regulations in real-time."
Priya Patel
Head at TransactWorld
"The natural language processing is scary good. Our customers don't feel like they are talking to a bot."
Amara Diop
Product Design Lead at Flow Finance
"Agentical has boost our productivity astronomically, transforming how we communicate with clients"
Richard Ludlow
Director at ABC
4.8
500+ reviews
"Our support ticket volume was unmanageable. Agentical now handles 70% of Level 1 inquiries entirely on its own—issuing refunds, checking statuses, and updating user details without human intervention."
Elena Rodriguez
VP of Customer Experience at Bankly
"I was skeptical about the integration process, but Agentical plugged into our legacy banking core and our modern Stripe infrastructure seamlessly."
James K. O’Malley
CTO at Legacy Credit Union
"When we launched our new credit card, we expected our operations team to drown in applications."
Thomas Greig
VP of Operations at NeoCard
"The natural language processing is scary good. Our customers don't feel like they are talking to a bot."
Amara Diop
Product Design Lead at Flow Finance
"It’s not just a tool; it’s a strategic partner. Agentical identified a recurring churn pattern in our subscription model that we had completely missed."
Sophia Lin
Founder & CEO at SaaSCapital
"Agentical didn't just automate our reporting; it completely restructured how we handle financial data."
Sarah Jennings
CFO at FinCorp Global
"Most AI tools just summarize past data. Agentical actually predicts cash flow anomalies before they happen."
Marcus Thorne
Director at WealthWise
"Regulatory reporting for cross-border payments is a nightmare. Agentical’s compliance agent automatically scans every transaction against the latest local regulations in real-time."
Priya Patel
Head at TransactWorld
"Our portfolio managers use Agentical to scrape sentiment data from thousands of news sources instantly."
Jonathan Hwan
Senior manager at Capital
"We cut our operational overhead by 40% in year one. Agentical handles the repetitive data entry and reconciliation tasks that used to burn out our junior staff. Retention is up, costs are down, and accuracy is perfect."
Robert "Bob" Vance
MD at Vance & Partners Accounting
"Agentical has boost our productivity astronomically, transforming how we communicate with clients"
Richard Ludlow
Director at ABC
4.8
500+ reviews
"Agentical didn't just automate our reporting; it completely restructured how we handle financial data."
Sarah Jennings
CFO at FinCorp Global
"Our support ticket volume was unmanageable. Agentical now handles 70% of Level 1 inquiries entirely on its own—issuing refunds, checking statuses, and updating user details without human intervention."
Elena Rodriguez
VP of Customer Experience at Bankly
"Most AI tools just summarize past data. Agentical actually predicts cash flow anomalies before they happen."
Marcus Thorne
Director at WealthWise
"I was skeptical about the integration process, but Agentical plugged into our legacy banking core and our modern Stripe infrastructure seamlessly."
James K. O’Malley
CTO at Legacy Credit Union
"Regulatory reporting for cross-border payments is a nightmare. Agentical’s compliance agent automatically scans every transaction against the latest local regulations in real-time."
Priya Patel
Head at TransactWorld
"When we launched our new credit card, we expected our operations team to drown in applications."
Thomas Greig
VP of Operations at NeoCard
"Our portfolio managers use Agentical to scrape sentiment data from thousands of news sources instantly."
Jonathan Hwan
Senior manager at Capital
"The natural language processing is scary good. Our customers don't feel like they are talking to a bot."
Amara Diop
Product Design Lead at Flow Finance
"We cut our operational overhead by 40% in year one. Agentical handles the repetitive data entry and reconciliation tasks that used to burn out our junior staff. Retention is up, costs are down, and accuracy is perfect."
Robert "Bob" Vance
MD at Vance & Partners Accounting
"It’s not just a tool; it’s a strategic partner. Agentical identified a recurring churn pattern in our subscription model that we had completely missed."
Sophia Lin
Founder & CEO at SaaSCapital
"Agentical has boost our productivity astronomically, transforming how we communicate with clients"
Richard Ludlow
Director at ABC
pricing
Pay as your
business grows
Multiple pricing plans designed to meet your financial goals
Billed yearly
15% off
Starter Plan
Popular
A lightweight way to try. No cost, no card, no hassle, no tension.
$0
$0
/month
1k Auto-classifications
Basic Categorization
Standard Security
Email Support
50 Doc Analysis
Growth Plan
Popular
Unlock advanced automation and features for growing teams.
$49
$49
/month
Fraud Detection Agent
Auto P&L Reports
10 Bank Connects
SOC2 Security
Priority Support
Business Plan
Popular
Everything you need for scaling business operations in included.
$99
$99
/month
Full Compliance Scan
Unlimited History
ERP Integrations
Role-Based Access
24/7 Premium Support
Billed yearly
15% off
Starter Plan
Popular
A lightweight way to try. No cost, no card, no hassle, no tension.
$0
$0
/month
1k Auto-classifications
Basic Categorization
Standard Security
Email Support
50 Doc Analysis
Growth Plan
Popular
Unlock advanced automation and features for growing teams.
$49
$49
/month
Fraud Detection Agent
Auto P&L Reports
10 Bank Connects
SOC2 Security
Priority Support
Business Plan
Popular
Everything you need for scaling business operations in included.
$99
$99
/month
Full Compliance Scan
Unlimited History
ERP Integrations
Role-Based Access
24/7 Premium Support
Billed yearly
15% off
Starter Plan
Popular
A lightweight way to try. No cost, no card, no hassle, no tension.
$0
$0
/month
1k Auto-classifications
Basic Categorization
Standard Security
Email Support
50 Doc Analysis
Growth Plan
Popular
Unlock advanced automation and features for growing teams.
$49
$49
/month
Fraud Detection Agent
Auto P&L Reports
10 Bank Connects
SOC2 Security
Priority Support
Business Plan
Popular
A lightweight way to try scraping.No cost, no card, no hassle.
$99
$99
/month
Full Compliance Scan
Unlimited History
ERP Integrations
Role-Based Access
24/7 Premium Support
Plans
Starter plan
Starter plan
Growth plan
Growth plan
Business plan
Business plan
Starter plan
Growth plan
Business plan
Automated actions
Automated actions
Automated actions
3,000/pm
3,000/pm
3,000/pm
10,000/pm
10,000/pm
10,000/pm
Unlimited
Unlimited
Unlimited
Data storage
Data storage
Data storage
30 day history
30 day history
30 day history
1 year history
1 year history
1 year history
Unlimited
Unlimited
Unlimited
User seats
User seats
User seats
1 user
1 user
1 user
5 user
5 user
5 user
Unlimited
Unlimited
Unlimited
Page scraping
Page scraping
Page scraping
3000
3000
3000
10000
10000
10000
30000
30000
30000
Integrations
Integrations
Integrations
API access
API access
API access
Webhooks
Webhooks
Webhooks
Marketplace integration
Marketplace integration
Marketplace integration
Security
Security
Security
Audit logs
Audit logs
Audit logs
Single Sign-On
Single Sign-On
Single Sign-On
SLA (Service level)
SLA (Service level)
SLA (Service level)
Basic
Basic
Basic
99.5%
99.5%
99.5%
99.9%
99.9%
99.9%
FAQ
Here to help with
all your questions
Understand our algorithms and how we prioritize growth.
Does Agentical replace my current accounting software?
Does Agentical replace my current accounting software?
Does Agentical replace my current accounting software?
Is my financial data secure?
Is my financial data secure?
Is my financial data secure?
What kind of financial tasks does Agentical automate?
What kind of financial tasks does Agentical automate?
What kind of financial tasks does Agentical automate?
How accurate are the AI's financial insights?
How accurate are the AI's financial insights?
How accurate are the AI's financial insights?
How long does it take to get started?
How long does it take to get started?
How long does it take to get started?
Can small startups use Agentical, or is it only for enterprises?
Can small startups use Agentical, or is it only for enterprises?
Can small startups use Agentical, or is it only for enterprises?
Does Agentical help with tax compliance?
Does Agentical help with tax compliance?
Does Agentical help with tax compliance?
Blogs
Scale your business
with intelligence
Guides on capital efficiency and modern financial operations.
Let's talk
Sales
Speak to our sales team about plans, pricing, enterprise contracts, or request a demo.
Sales
Speak to our sales team about plans, pricing, enterprise contracts, or request a demo.
Sales
Speak to our sales team about plans, pricing, enterprise contracts, or request a demo.
General communications
For other queries, please get in touch with us via email.
General communications
For other queries, please get in touch with us via email.
General communications
For other queries, please get in touch with us via email.
Join the community
More than 20,000 agentical users share questions and best practices in our Slack community.
Join the community
More than 20,000 agentical users share questions and best practices in our Slack community.
Join the community
More than 20,000 agentical users share questions and best practices in our Slack community.