A six-question script that turns the usual end-of-month finance review into a ten-minute agent conversation. No spreadsheet. No PDF statements. Real, live answers.
The subscription audit used to be a ritual. As a skill, it's a five-minute quarterly habit.
Quarterly portfolio check-in, via five questions, against your real brokerage data.
Your bank notices fraud days after it happens. Your agent, reviewing your transactions weekly, catches it the same day.
An agent connected to your accounts is a replacement for the fractional-CFO part of tax prep. The accountant stays, but the prep work shrinks to an hour.
Single-member and small-team LLCs: keep books in order with an agent instead of a fractional CFO.
Contract income is lumpy. Use an agent to track it, smooth it, and set aside the tax piece.
Rental income and property expenses, categorized automatically by your agent.
Connect your brokerage and ask your agent about positions, P&L, and dividend income.
Two partners, joint account, same agent. Monthly money reviews without spreadsheets.
Social Security, pensions, brokerage withdrawals, and RMDs — tracked live by an agent.
Sole-prop income and expenses, categorized the way Schedule C wants them.
Small nonprofits: track donations, grants, and program-specific spending with an agent.
College students: keep on top of rent, meal-plan reloads, tuition fees, and whatever's left.
Bootstrapped and early-stage founders: runway math + expense review via an agent.