Features
AI-native workflows
Intelligent document analysis
AI-first document analysis, data extraction and routing to save you time. Upload a document or photo through web, mobile or AI chat and let us do the heavy lifting.
- Support for all major document types
- Intelligent analysis to assess context
- Smart transaction extraction, deduplication and reconciliation
- Automatic transaction categorization, splitting and assignment to the correct reporting line, while allowing you to confirm and edit each transaction
- Automatic library location assignment based on context, keeping your documents organized
- Forward a document on email or have your AI agent send it via API and we will process it automatically, ready for your review
- No electronic copy? Take photos on your mobile device and submit it through the mobile companion app
Document routing and linking
Your documents, linked to your data. Easily cross-reference important financial information with the source documentation, and keep your documents neatly organized in your dedicated Worthic library.
- Intelligent document routing means your documents are consistently filed where you expect them, and easily accessible when you need them
- Documents sent via upload, AI chat, email or API are analyzed and a recommended library path suggested based on the context; no manual filing required
- Easily view all transaction statements for each transactional account right from the accounts page, and view all linked transactions for each statement, including excluded duplicates
- Once user-confirmed, documents are automatically linked to reporting lines, accounts or transactions for full audit visibility and easy collaboration
- Document holding pools keep documents ready to link automatically when related transactions do not appear on your statement yet
- Documents are always stored securely, and only visible to users that you have granted viewing or editing rights to
Personal AI assistant
An AI assistant that places your financial data at your fingertips. From basic filing tasks and queries to deeper insights, never dig through mountains of records again.
- AI assistant fully scoped to your permission levels
- Technical assistance and how-to
- Financial data queries
- Report generation
- Document analysis and filing
- Easily accessible from the web or mobile apps
AI Insights
Intelligent analysis of focus areas and risks, tailored to your financial world. Timely insights to help you make sense of your money.
- Personalized insights based on your accounts, transactions, investments and goals
- Proactive identification of financial risks, anomalies and emerging trends
- Clear explanations of what changed, why it matters and where to focus
- Insights scoped to your reporting lines and permission levels
- Turn analysis into practical next steps and informed decisions
Connect your AI agent
Use your preferred AI agent to work with your Worthic data. Ask questions, retrieve information, manage documents and complete routine financial workflows from the assistant you already use.
- Connect compatible AI agents to your Worthic workspace
- Access automatically scoped to your existing permissions
- Query accounts, transactions, investments and financial reports
- Find, upload and organize documents
- Generate reports and retrieve supporting information
- Complete routine tasks with user confirmation where required
Powerful integrations
Bring your financial world together with integrations that keep your data current and reduce manual work. Connect supported institutions and services, or use flexible APIs for the tools and providers that matter to you.
- Automatic syncing with supported banks and investment platforms
- Flexible custom connections using APIs and secure credentials
- Import accounts, balances, transactions and investment data
- Connect document, email and AI-assisted workflows
- Clear connection health, sync history and error reporting
- Disconnect or update individual integrations whenever needed
