SimplyWise
Curated by SignalPersonal expense aggregation platform simplifying receipt management and tax preparation.
Overview
SimplyWise is a personal expense aggregation platform that utilizes AI technology to digitize and organize receipts. It is designed for individuals and small business owners who aim to improve their financial management and facilitate tax preparation. The platform aggregates data from various financial accounts and automates the categorization of expenses, allowing users to obtain a comprehensive overview of their financial situation. Key features include receipt digitization, custom folder organization, and report generation, which help users monitor spending patterns and manage budgets. SimplyWise also emphasizes direct customer engagement as part of its approach to providing financial clarity and control.
Key facts
- Founded
- 2018
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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