Your AI financial butler

We don’t just show you the problem. We help you fix it.

Import your reports and the platform analyzes your profile, builds a personalized action plan, and generates the documents to act on it — you review and approve every step, then we track it through to resolution.

No legal advice. No guaranteed outcomes. You approve every document.

Next best action

Example

Approve 4 Round 1 dispute items for Experian

Midland Funding — collectionDispute88%
Capital One — 90 days lateDispute76%
Portfolio Recovery — $1,240Negotiate81%
Synchrony — 30 days lateGoodwill64%

Your butler’s workflow

Six stages, always in this order, always with you approving the action.

1

Connect

Upload or paste a credit report from any major bureau or provider.

2

Analyze

The platform extracts every account and flags what's hurting your profile.

3

Plan

AI builds a prioritized action plan — why, how, confidence, next step.

4

Take action

Generate dispute, negotiation and goodwill letters. You approve every one.

5

Track

Log mail dates and tracking numbers; upload bureau responses as they arrive.

6

Improve

Each response updates your plan and queues the next round automatically.

How it works

STEP 1

Import your reports

Upload Experian, Equifax, TransUnion, AnnualCreditReport, Credit Karma, SmartCredit, IdentityIQ or myFICO files. We extract accounts, balances, remarks, inquiries and public records for you.

STEP 2

Review the extraction

Anything the parser is unsure about is flagged with a confidence score so you confirm it once — instead of typing everything by hand.

STEP 3

Approve the plan

AI explains why each item is a target, how it will be challenged, its confidence, and the next step. Nothing is sent without your approval.

STEP 4

Generate and mail

Round 1, 2 and 3 dispute letters, pay-for-delete, goodwill and complaint packets are generated ready to print, sign and mail.

STEP 5

Track every response

Log mailing dates and tracking numbers, upload bureau responses, and get the recommended next action automatically.

Everything in one place

Document intelligence

Reports, letters and bureau responses are read, classified, deduplicated and linked to the right case.

Persistent action plan

Prioritized tasks with due dates, dependencies and a always-visible Next Best Action.

Dispute engine

Multi-round disputes with evidence packets, timelines and response tracking.

Debt negotiation

Settlement and pay-for-delete workflows with payment tracking and dispute fallback.

Student loan review

Charge audits, repayment and relief program guidance, and document generation.

Credit growth

Secured cards, builder loans and reporting services — prioritizing soft-pull options.

Business credit

A separate engine for vendor accounts, business tradelines and funding preparation.

Affiliate program

Every account gets a referral code, dashboard, conversions and commission history.

Ready to take control?

Create an account, upload a report, and see your action plan in minutes.

Get started free