Agatha Core

Agatha Core is an advanced financial management and health platform specifically tailored for growing businesses seeking to gain deeper insights into their financial performance. By securely connecting bank accounts, Agatha Core automates data collection and analysis, transforming raw financial data into strategic business intelligence. The platform provides a comprehensive overview of a business's financial health through real-time Key Performance Indicators (KPIs), interactive charts, and a unique Health Score that distills complex financial factors into a single, easy-to-understand metric.

How to use Agatha Core

To use Agatha Core, businesses first securely connect their bank accounts (checking, savings, credit cards, lines of credit) through Plaid's encrypted integration, supporting over 12,000 financial institutions. Once connected, transactions are automatically imported and categorized using AI, with daily syncing to ensure real-time data accuracy. Users can then explore the dashboard to view financial analytics, track their Health Score, and access AI-powered insights and strategic recommendations. Team members can be invited with role-based access (Admin, Editor, Viewer) to collaborate safely on financial data and reports.

Core Features of Agatha Core

• AI-Powered Financial Insights: Transforms financial data into strategic business intelligence through advanced pattern recognition, predictive financial intelligence, and strategic recommendations.
• Financial Health Score: A single metric (0-100) that combines cash flow, liquidity, profitability, and expense control to provide an instant snapshot of business financial health.
• Secure Bank Connections: Integrates with over 12,000 banks and financial institutions via Plaid for automatic, real-time transaction import and categorization.
• Team Collaboration with Role-Based Access: Allows inviting teammates with configurable roles (Admin, Editor, Viewer) to ensure secure and controlled access to financial data.
• Real-time Financial Analytics: Provides dashboards with real-time KPIs, revenue trends, expense control, profit margins, and interactive charts.
• Smart Transaction Categorization: AI automatically categorizes transactions with up to 95% accuracy, learning from business patterns.
• Predictive Financial Intelligence: Generates forecasts for cash flow, revenue growth, and identifies potential financial risks.
• Comprehensive Transactions & Reports: Offers detailed transaction tracking and financial reporting capabilities.
• Bank-Level Security: Features 256-bit SSL encryption, read-only access, multi-factor authentication, SOC 2 Type II certification, and GDPR compliance.

Use Cases for Agatha Core

Agatha Core is ideal for small to growing businesses that need to monitor their financial health proactively, optimize their financial strategy, and improve profitability. It's particularly useful for business owners and financial managers who want to: understand their cash flow and expense patterns, identify opportunities for revenue growth and margin optimization, forecast future financial performance, and collaborate with their team on financial management in a secure environment. Entrepreneurs can leverage the Health Score for quick financial assessments, while finance teams can utilize AI insights for strategic decision-making and risk mitigation.

Advantages of Agatha Core

The primary advantages of Agatha Core include its AI-driven insights that go beyond basic reporting, offering actionable strategies and predictive intelligence. Its unique Financial Health Score provides an intuitive, holistic view of business performance. The platform ensures bank-level security for all connected accounts and data, fostering trust. Seamless integration with thousands of financial institutions via Plaid simplifies data entry, while robust team collaboration features enhance productivity and data security. The adaptive learning engine continuously refines insights, making the tool increasingly precise and valuable over time.

Pricing and Plans

Agatha Core offers a freemium model with two main plans, both including a 14-day free trial:

• Basic Plan: Priced at $19/month. Includes 1 bank connection, up to 3 team members, financial dashboard, reports, health score, team management, and unlimited transactions.
• Pro Plan: Priced at $29/month. Includes everything in the Basic plan, plus unlimited bank connections, unlimited team members, Agatha Insights (AI), document processing, advanced reports, Agatha Chat (AI), invoice generation, financial forecasting, advanced analytics, scheduled reports, and smart notifications.

All plans come with bank-level security, data encryption, regular backups, 256-bit encryption, 99.9% uptime SLA, and GDPR compliance.