AI-powered receipt scanning and expense management platform for small businesses and accountants that auto-captures receipts from email or photos, extracts invoice data with high accuracy, and syncs expenses to accounting systems like QuickBooks Online and Xero.

Forvest is a crypto portfolio management platform featuring Fortuna, an AI-powered assistant that helps long-term crypto investors monitor risk, track assets across exchanges and wallets, filter relevant news, and receive smart alerts—without trading automation or buy/sell signals.

Wisdomise is an AI-powered fund management platform offering automated index funds and risk-adjusted crypto investment products, plus a multi-utility token (WSDM) and real-time analytics for digital asset allocation.

White Swan is a B2B, white‑label, no‑code life insurance distribution platform that enables agencies, brokerages, carriers, and financial firms to digitize end‑to‑end life and long‑term care insurance sales with AI‑enabled tools, multi‑carrier forms, instant quotes, and integrations.

TrendSpider is an all-in-one, institutional-grade market research and trading platform that combines automated charting, multi-factor market scanning, backtesting, AI-driven model training, and automation (alerts & bots) for retail and professional traders.

Finaloop is an AI-native financial operating system and ecommerce accounting service that combines real-time accounting, inventory management, analytics, and finance operations for direct-to-consumer and ecommerce brands.

TradeUI is a trading platform for stocks and options that combines options-flow, money-flow, AI-driven signals and alerts, market cycle charts, and community features, aimed at retail and professional traders.

Incite AI is a decision-intelligence platform that aggregates live market data (stocks, crypto, ETFs and more) and uses proprietary AI algorithms to convert signals into actionable buy/hold/sell decisions for investors and advisors.

Coin Decision is a Chan Theory (Chanlun 缠论)–focused crypto trading workspace that automates Chan structure detection, ranks signals across major crypto pairs, and provides one‑click AI briefs, charts, and webhook/API outputs for traders and desks.

Quanta provides expert SaaS accounting and back-office bookkeeping/controller services backed by software (Prism) that surfaces explainable, traceable financial answers and continuous accounting for software businesses.

FinanceOps is an AI-first A/R automation platform that uses always-on, empathetic AI agents to automate collections, optimize outreach timing and channels, reconcile payments, and improve recovery rates for finance teams without increasing headcount.

发票盒子是一款面向个人与企业的智能发票管理与报销助手，支持一键收集电子发票、AI 自动分类与查重、拍照 OCR、生成报销单与导出对账 Excel，提供 iOS/Android/网页版与云端同步备份。

CPA Pilot is an AI-powered tax workspace for CPAs, EAs, and tax firms that automates tax return review, research, client communications, organizers, projections, and advisory reporting through built-in AI workflows.