Expert AI, applied.
Ask a real question. Get a clear answer with sources, practical next steps, and the right questions to ask your professional.
Walk into every meeting prepared.
5 AI advisors. 30 expert topics.
Specific answers — not generic chatbot fluff.
Tax · Legal · Finance · Insurance · Retirement
Free to start. Expert from day one.
For Everyone
From question to prepared.
Ask a question. Get a cited, plain-English answer. Go deeper with research. Generate the document you need. Walk into your meeting knowing exactly what to ask.
Ask
Start with any question across 30 topics. Your advisor names its sources and explains in plain English.
Go deeper
Turn any answer into a comprehensive research report with analysis, comparisons, and recommendations.
Create
Generate the document you need — demand letters, tax memos, estate plans, contracts — ready to review.
Prepare
Bring multiple advisors together on complex decisions. See every angle before you commit.
How do I reduce my tax bill this year?
Dave
Great question. Several strategies can help: maximizing retirement contributions, harvesting tax losses, and timing your deductions. Let me break each one down
“Best retirement accounts for self-employed individuals”
Demand Letter — Breach of Contract
RE: Breach of Service Agreement
Dear Mr. Thompson,
This letter serves as formal notice that you are in material breach of the Service Agreement dated March 15, 2026. Specifically, Section 4.2 regarding…
Now on iPhone · TestFlight Beta
Five experts. In your pocket.
The native iPhone app. A daily briefing personalized to your life. Instant ask whenever a question hits. Document analysis with the camera. Every advisor you trust — wherever you are.
Daily briefing
Personalized morning brief from all 5
Snap to analyze
Photo any document, get clarity
Ask anywhere
All five advisors, on the go
iPhone · iOS 17+ · Free during beta · No App Store wait
For Firms
Your AI-native practice.
White-labeled AI portals for CPA firms, law firms, and financial advisors. Your brand, your clients — powered by expert AI with human review built in. Every AI draft routes through your team before it reaches a client.
Human Review Queue
Every AI-generated answer goes through your team first. Approve, edit, or reject before clients see it. Full audit trail.
Document Studio
50 templates — engagement letters, tax memos, demand letters. AI drafts using your firm context and client data.
Practice Analytics
Revenue tracking, review SLA, client satisfaction, engagement pipeline. Real-time visibility into your practice.
Client Portals
Branded portals for each client. AI Q&A, document requests, engagement tracking — all under your firm’s identity.
Greenfield & Associates
AI-Powered CPA Practice
24
Active Clients
7
Pending Reviews
96%
Satisfaction
Sarah Chen — engagement letter approved
Park Trust — tax memo ready for review
Sarah Chen
“Can I deduct my home office if I work hybrid?”
James Park
S-Corp election tax memo — draft ready