Built for equity & finance ops. Priced like a rounding error.
✓ Self-serve signup ✓ Save with annual billing ✓ Cancel anytime
Questions? Contact us for a demo
Choose Your Plan
Pick your plan, fire it up, and get back to doing the work that matters.
Izzie Plan
Your on-call finance ops brain. Instant answers on equity, payroll, accounting, and HR — plus fast plan/PDF parsing. A lightweight tool that pays for itself the first time you avoid a mistake.
As low as $41.66/month when billed annually
- Unlimited expert Q&A (equity, payroll, tax—no fluff)
- Doc & PDF uploads (plan docs welcome)
- Screenshot/image reviews for “what's wrong here?”
- Instant summaries and “what actually matters”
- Compliance-minded answers with edge-case callouts
- Notes & override tracking for audit sanity
- Friendly email support from a real human (me)
Agent Mode
Full-power AI for finance teams. Izzie for Q&A and compliance clarity. Claudette for heavy-duty spreadsheets and files. Save days each month on manual cleanup — and reduce audit risk along the way.
As low as $125/month when billed annually
- Reconcile multiple files into one clean model — formulas intact
- Fix broken refs, circulars, and #N/A cascades before they explode
- Make that Big Ugly File pretty — align headers, split/merge tabs, dedupe
- PDF → usable tables that tie out (even the messy ones)
- Find hidden links/ghost formulas & other gotchas early
- Version-aware iteration — keep refining from the last output
- Audit notes baked in — assumptions, overrides, Change Log
- Built-in validation & sanity checks
Excel file manipulation uses more compute than Q&A — that’s why Claudette’s trial is shorter. As models get more efficient, we’ll extend it.
Start 3-day free trialSecure by Default
SOC 2 is on the roadmap, and we already handle data like an enterprise should. No “just trust us” vibes.
Built by People Who’ve Been There
Equity plans, payroll tax, accounting close. We’ve been in the weeds — now we’re automating them.
Up and Running Fast
Start getting value immediately. You’ve got close deadlines, not time for a six-month rollout.
Save money with annual billing – discounts automatically applied at checkout
Start Your Transformation Today
Join forward-thinking finance teams who've chosen to work smarter, not harder.
Secure auth & billing via Clerk • Cancel anytime • No surprises
Meet Izzie
Trained on equity comp, payroll tax, finance ops, and HR. Built to answer the stock plan and payroll questions generic AI gets wrong.
Domain Expertise Built-In
Trained on finance, payroll, accounting, HR, and equity comp. No more explaining context — Izzie gets it.
Cite-Aware Responses
Context you can actually trust — not copy-pasted internet nonsense. Built for audit trails.
Document Intelligence
Upload plan docs, statements, exports. Get instant summaries, extractions, and “what matters” insights.
Compliance Guardrails
Smart defaults with override controls. Stay compliant while maintaining flexibility.
Perfect for:
Equity admins • Accountants • Payroll pros • Finance teams • Anyone tired of Googling tax rules at midnight
Meet Claudette
The AI agent for the heavy lifting — consultants, auditors, and finance ops pros who live in Excel chaos. Yes, that includes RSU/ESPP exports — we clean them up fast.
Excel Transformation Magic
Restructure, validate, and automate complex sheets. Preserves formulas by default. Handles the gnarliest files.
Iterative Intelligence
Pick up where you left off. Refine outputs. Maintain clear version history and audit trails.
PDF Extraction Pro
Extract tables from scanned docs. Find hidden data. Turn messy statements into clean datasets.
Production-Ready Output
No hallucinations. Clear documentation. Outputs designed to pass CFO scrutiny.
The Power User's Dream
Built for workflows equity admins and payroll folks actually run, not hypothetical “future of work” fluff.
Questions? Want to try it first?
Happy to show you exactly how this helps with your workload. We can also discuss a trial period for your team.
Self-serve signup • Save with annual billing • Cancel anytime