A secure web app that imports or scans credit reports, tax notices, HSA/FSA statements, 1099s, W-9s, EOBs, and benefit account records to identify mismatches and likely causes. It then generates institution-specific dispute packets, correction letters, call scripts, evidence checklists, deadline tracking, and status reminders until the issue is resolved.

More consumers are managing fragmented financial accounts, health benefit accounts, gig work tax forms, and online credit monitoring at the same time. AI document parsing and secure account aggregation now make it practical to automate much of the resolution workflow.