Fortune
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About
Fortune is an AI accounting software designed to simplify financial management for businesses. It eliminates accounting complexity by instantly generating essential accounting reports without manual categorization or reconciliation. The tool provides real-time analytics and reports, helping decision-makers. Key features include lightning-fast bookkeeping reconciliation, automations for repetitive tasks, and the ability to send invoices and receipts for the system to handle. Fortune helps users save 80% on bookkeeping time through rules and automations, automatically categorizes expenses, and allows easy export of transactions. It offers an accessible interface, a personal AI accountant, and monitors cashflow, income, and expenses. The platform also supports multi-currency transactions and stores up to two years of transaction data with advanced search capabilities. Security is a top priority, built on Plaid's standards with end-to-end encryption and read-only access, ensuring user privacy and control over personal data.
Platform
Features
• multi-currency support
• advanced transaction search
• automations
• bookkeeping
• cashflow, income & expenses monitoring
• personal ai accountant
• automatically categorizes expenses
• analytic and reports
FAQs
Getting started with Fortune?
Welcome to Fortune – your comprehensive financial management app. Starting with Fortune is simple: Sign up, connect your bank accounts from our extensive list of supported institutions, and begin experiencing streamlined financial analytics and management. With Fortune, staying on top of your finances becomes effortless and intuitive.
Is Fortune Available in Canada, US and Europe?
Absolutely! Fortune is available in the United States, Canada, and Europe, connecting you with over 17,000 financial institutions across these regions. This wide coverage ensures you can manage all your financial accounts, irrespective of where they are.
What if My Institution is Not Available?
In the rare event that your institution isn't yet part of our network, don't worry. We offer a free trial period for you to explore Fortune's features. During this time, we work continuously to expand our network, including more institutions regularly.
Data Security Measures?
Security is paramount at Fortune. We adhere to stringent data protection standards, ensuring your financial information is always secure. Our systems are audited and compliant with the latest encryption protocols, safeguarding your data at every level.
Fortune's Reporting and Analytics?
Experience the power of real-time financial synchronization with Fortune. Our reporting and analytics are continuously updated, providing you with current and accurate insights into your financial health. Make informed decisions with up-to-the-minute data at your fingertips.
Will I Get Charged During My Trial?
No, you will not be charged during your free trial period. We believe in transparency and giving you the full experience of Fortune without any upfront cost. You'll only be charged at the end of your trial period, and you have the freedom to cancel at any time.
Can I Connect a Personal or Business Bank Account?
Yes, Fortune offers the flexibility to connect both personal and business bank accounts. You have complete control over how you view and manage your financial data. Whether you want to see combined insights or analyze accounts independently, our dashboard allows easy selection and customization to suit your specific needs. This feature is ideal for entrepreneurs and individuals who manage multiple financial streams.
Pricing Plans
Basic
USD10.99 / per month• Up to 3 Bank Connections
• Automatically refresh your latest transaction
• Automatically categorizes your expenses
• Cashflow, Income, and Expenses Monitoring
• Up to 2 years of past transactions data
• Advanced Transaction search
• Setup rules and automations on your transactions
• Multi-currency support
Standard
USD30.00 / per month• Everything in Basic
• Unlimited Bank Connections
• Access to your personal AI accountant
• Export your transactions, anywhere
• Financial Reports
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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