The software helps users plan their finances by automatically detecting bills and subscriptions and linking them to their budgets. It offers features such as expense tracking, monthly account summaries, and machine learning-based insights. Users can register by linking their bank accounts, credit cards, and investment accounts. The app is available on iOS devices. Additionally, the company has developed a specialized tool called Alpha Linker for wireless transfer of photos from Sony cameras using Wi-Fi. Another product offered by the company is Copilot's personal finance-tracking app, which allows users to load their financial data, create custom transaction categories, and set budgets.