Start with a guided setup for the tools you already use.
Use Claude, Codex, Hermes, OpenClaw, or another MCP-compatible client.
Create an API key for the right workspace and choose read-only or read + write access.
Review, clean up, recalculate, and generate reports without digging through every screen.
agent / awaken
YOU
Which transactions should I review before filing?
AWAKEN
I found 18 transactions that need attention: 7 are missing cost basis, 6 are unreviewed, and 5 are unusually large taxable events. I’ll start with the highest-impact items and explain each recommendation before making changes.
18 flagged
7 missing basis
No changes made
Resources
Home
Support
Documentation
About Us
Integrations
Pricing
What's New
Fenwick Legal Letter
Sign Up
Log in
© 2026 Accrue Finance Inc. All rights reserved.
