HaraPro

Questions and answers

• Estate planning
  Reads estate documents and helps create and organize wills, trusts, powers of attorney, and other documents.
• Insurance tracking
  Organizes policies and premiums and checks coverage against your assets.
• Live tax forecasts
  Estimates federal and state taxes as your financial information changes.
• AI financial agents
  AI agents classify transactions, forecast taxes, find risks, read documents, and provide account-based help.
• Retirement planning
  Tracks retirement accounts and helps plan contributions and tax-smart strategies.
• AI financial assistant
  Answers questions using your financial data and shows the numbers behind each answer.
• Investments and wealth
  Brings investment accounts together and tracks portfolios, assets, and tax-saving opportunities.
• Data security and privacy
  Uses encryption and separate customer data spaces, and lets users export or delete their data.
• Multi-business management
  Shows the finances, ownership, and relationships of multiple businesses in one view.
• Personal finance tracking
  Tracks household accounts, spending, credit cards, and net worth alongside business finances.
• Bookkeeping and accounting
  Connects bank feeds, sorts transactions, and helps keep books reconciled and ready for your CPA.
• Loans and payment tracking
  Links payments to loans and updates balances, principal, and interest.
• Unified financial platform
  Keeps personal finances, businesses, books, taxes, investments, and estate details together in one place.
• User-controlled AI actions
  Can prepare tasks such as invoices for your approval, but does not move money, file, or sign on its own.
• Tax planning and simulations
  Lets you compare tax scenarios and find possible savings using your real numbers.
• Vehicle and property tracking
  Tracks income, costs, loans, mileage, and depreciation for vehicles and properties.
• Bank and statement connections
  Connects to thousands of financial institutions or lets users upload statements without sharing bank passwords.
• Compliance and document storage
  Stores business documents and flags expired or soon-to-expire items.
• Invoices and business operations
  Supports invoices, payment links, recurring billing, purchase orders, and month-end work.
• Support for financial professionals
  Provides client dashboards, access controls, audit logs, and white-label options for advisors and firms.