Work less.
Close faster.
Sleep better.
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Not investment advice or trading education.
Real Deliverables
Not just answers—actual files ready for review
Audit-Ready
Clear documentation and assumption tracking
Domain Expertise
Built by people who've done this work
AI Agents That Actually Ship
Not another chatbot. Real deliverables that pass audit, make your boss happy, and let you leave on time.
Ship deliverables, not vibes
Summaries, reconciliations, and formatted outputs that are ready for audit or CFO review. Done-done, not half-done.
Your ugliest spreadsheets, tamed
Clean, restructure, and validate complex sheets while preserving formulas. Claudette lives for this.
Equity and payroll tax, included
RSUs, ESPP, supplemental withholding, ASC 718, HR/payroll exports — the messy details handled so you can focus on decisions.
Compliance without the headache
Clear notes, assumptions, and edge-case callouts. Output designed to stand up to auditors and board decks.
How It Works
Simple workflow. Powerful results.
Upload Your Mess
Spreadsheets, PDFs, plan docs—whatever you're struggling with
AI Gets to Work
Izzie analyzes, Claudette transforms—while you grab coffee
Ship Clean Output
Audit-ready deliverables with clear documentation
Want to see it in action?
Sign up and try it with your own files. We're confident you'll see the value immediately.
Why Teams Choose Us
Stop doing work that should be automated. Focus on what matters.
Ready to work smarter?
See why teams choose In the Money AI for their finance and HR ops.
Save with annual billing • Cancel anytime
Quick FAQ
Self-serve. No sales call required.
Stop Working Late.
Start Closing Early.
Izzie and Claudette help finance and equity teams ship work faster — without the all-nighters.
Self-serve signup • Save with annual billing • Cancel anytime