OUR MISSION: PROTECT THE WARD
Guardians have a
tough job
It’s challenging and complex and always under scrutiny
A software solution custom made for Guardians and Legal Counsel
Quickly and easily manage your Ward’s finances
One-Tap Receipt and Check Capture
Snap a photo—proof of expense is automatically attached to the bank transaction.
OCR automatically extracts expense details for reconciliation
Memos, Alerts and Reminders
Add a memo to a receipt or transaction quickly and easily
Stay updated on key financial matters with customizable alerts and notifications
Time-Saving Automation
Annual reports created automatically
Checking account reconciled automatically
Designed for Fiduciary - Beneficiary accounting and reporting
Manage One or Multiple Wards
Check in with the mobile app, dive deeper with the desktop.
Manage Data Access
Allow legal / advisors to see key information and provide guidance before issues arise.
Easily Manage Outside Help
Track time, mileage, and get digital invoices and receipts from outside caregivers.
Catch errors and reduce wasted work with built-in AI
Our powerful AI tool makes your job easier – it automatically flags missing invoices, duplicate receipts, and other common errors.