MeterCall categorized every transaction, reconciled every bank feed, flagged 11 uncategorized items for a one-click review, and emailed each client their P&L + cash-flow snapshot. You're the advisor now, not the data-entry clerk.
AI pulls fresh transactions from each client's bank and CC feeds, categorizes by vendor + rule, and flags only the ambiguous ones for review.
MeterCall reconciles every account, runs tie-outs, generates the P&L, balance sheet, and cash flow, and stages them in the client portal.
Client gets a plain-English month-in-review email and a calendar link for the monthly advisory call. Retainer auto-charges via Stripe.