The AI Bank Statement Automation & Financial Analysis Agent is a Python-based tool that consumes raw bank statement documents (PDF, CSV), applies OCR and data-extraction pipelines, and uses large language models to interpret and categorize each transaction. It produces structured ledgers, spending breakdowns, monthly summaries, and future cash flow predictions. Users can customize categorization rules, add budget thresholds, and export reports in JSON, CSV, or HTML. The agent combines traditional data-processing scripts with LLM-powered contextual analysis to deliver actionable personal finance insights in minutes.

Nuvos is a comprehensive platform designed to revolutionize the commercial real estate (CRE) industry. It provides powerful AI-driven tools for efficient deal management and accurate valuation. Users can dynamically underwrite different lease structures, generate comprehensive cash flow forecasts, and optimize decision-making. The platform also facilitates the entire deal lifecycle, from modeling to pipeline tracking, within a centralized, secure system. It leverages AI to automate processes, minimize manual data entry, and offer actionable insights, making CRE investment more intelligent and efficient.

Trezy is a comprehensive cash flow management tool tailored for small businesses. It employs advanced AI algorithms to analyze financial data, providing real-time insights into cash flows, expenses, and future projections. This enables users to make data-driven decisions on budgeting and investments by simplifying complex financial tasks into manageable components. Ideal for entrepreneurs who seek clarity and efficiency in their financial operations, Trezy also includes features for smart categorization of transactions and bank balance consolidation, ensuring a seamless financial overview.