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Financial strategy optimization
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The fastest way to optimise inefficiencies in your client's workflows and techOpen
Jenn N.🙏 166 karmaOct 1, 2024@leania.aiJust implemented your instruction out how to run drip campaigns automatically, nice! Getting prospect calls coming in
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There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
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Most flexible financial tracking tool in the market! - support live connection (US/Canada) - support Google Spreadsheet attached transaction. - support multiple profiles / multiple categorization - document interface, like using Notion / AI to get insights. Great bundle!
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Interesting utility for creating planning. You could export the result in more editable formats. 4 stars!
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Hi Ary, Have you tried reaching out to them through external channels like X, Instagram, or Facebook?
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Upmetrics' AI business plan generator tools is really outstanding. It guides you through an incredibly thorough process, prompting for as much relevant information as possible to generate highly customized and professional plans. The AI's questions extract all the key details about your business. The more data you provide, the better the output. Highly recommend for entrepreneurs seeking a polished, investor-ready business plan.
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I enjoy using the chatbot and seeing how simple it makes answers, I've been testing the same question across similar platforms like Finchat.io, Perplexity, Intellectia etc. I've realized Fineas is faster and just as accurate. Test it for yourself. P.S. I co-founded this. Love to hear what you have to say!
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Hi Federico, Thank you for taking the time to share your feedback. We truly appreciate all kinds of input as it helps us improve Amigo AI. If you'd like to explore the app further, we’d be more than happy to provide you with a redeem code for free access. Additionally, we're also open to sharing the code with the community if anyone is interested. Please let me know here, and I’ll share the coupon code with you directly! Love Amigo
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Optimizing wealth through strategic financial guidance.Open -
Analyzing and interpreting tax laws to inform strategies.Open -
Tailored strategies and insights for business pricing.OpenIt said it would send me a pricing proposal and powerpoint deck by the end of the day. it's been 3 days and it just keeps saying "expect the deliverables soon" and nothing happens. -
Manages and supervises financial assets and investments.Open -
Find the perfect AI Assistant for your business needs.Open -
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Optimizes financial performance through strategic analysis and planning.Open -
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Professional analyst for CAC insights and summariesOpen
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