Shows you where every dollar goes — and what to cut
You know how much money comes in. Do you know where it goes? Most owners can answer in general terms — rent, salaries, suppliers — and then get surprised by the details: the subscription nobody remembers starting, the supplier whose prices crept up 15% without notice, the category spending double what it should. This agent ends the surprise.
It categorizes every expense and identifies patterns over time, so you can see spending by category at a glance and watch how it shifts month to month. It flags anomalies — forgotten subscriptions, duplicate charges, suppliers quietly raising prices, anything that breaks the pattern. And it benchmarks your spending against industry averages by category, so you know whether a cost is normal or worth attacking.
You connect it to your bank feed or statement, set it up in plain English, and each month you get a one-page report that's shorter than your bank statement and far more useful. It doesn't lecture you about spending; it shows you the numbers and highlights the leaks. That's how cost savings actually get found — one flagged subscription and one renegotiated supplier at a time.