AI Agents · Built into every plan

Six agents. One financial brain.

Specialized AI that learns from your data, reasons across your books, taxes, and estate, and does real work — not a chatbot bolted on.

Meet your agents

Real answers. Real work. All day.

Six specialists, one tenant. Each has a job — together they run the busywork of a multi-business owner, quietly, in the background.

ALL PLANS
YOU ASKCategorize my latest import.

Every transaction sorted — and it remembers your rules.

Tell it once how to handle a transaction and it applies that rule to every future import, across all your businesses.

  • 49 categories and 17 tax tags, with a 4-layer memory that learns from your corrections.
  • Flags intercompany loans, duplicates, and miscategorized income before they hit your books.
HaraPro Classifier Agent in the product
STARTER+
YOU ASKWhat needs my attention today?

Knows what needs your attention — before you do.

Proactive flags surface the things that cost money when missed: deadlines, anomalies, and audit risk.

  • 56 proactive insights — missing 1099s, anomalous transactions, and audit-risk flags.
  • Deduction opportunities and quarterly-estimate reminders, surfaced before the deadline.
HaraPro Insights Agent in the product
FAMILY OFFICE
YOU ASKHow can I reduce my Q3 tax bill?

A tax strategist with your full financial context.

Family-office-grade advice, on call. It holds your entire financial picture and reasons across all of it.

  • A persistent advisor with your full financial context — chat through anything.
  • Unlimited what-if simulations and side-by-side strategy comparisons.
HaraPro Advisor Agent in the product
PRO+
YOU ASKRead this trust and summarize it.

Reads any estate document. Builds the next one.

Drop in a trust, will, or POA and it pulls the structure in seconds — then guides you through building what's missing.

  • Extracts grantor, trustees, beneficiaries, and key dates from any estate document.
  • Generates and guides a build-your-own-estate flow across 25 document types.
HaraPro Estate Engine in the product
ALL PLANS
YOU ASKI have 3 LLCs and an S-corp.

From zero to fully set up — in one conversation.

No setup-wizard maze. Describe your businesses in plain language and it builds your structure for you.

  • Conversational setup — creates your businesses and recommends the right plan.
  • Links your banks and guides your first uploads in minutes, not hours.
HaraPro Onboarding Agent
4 businesses created · statements ready to upload.
ALL PLANS
YOU ASKHow do I share my tax folder with my CPA?

Help that actually knows the product.

Stuck? Ask in-app and get an answer grounded in how HaraPro actually works — wherever you are.

  • In-app help that knows HaraPro inside out, wherever you are in the product.
  • Answers come from the product itself — not a ticket queue or a generic FAQ.
HaraPro Support Agent
Open File Vault → Tax → Share.
How they work

Not a chatbot. An operating system for your finances.

A 4-layer memory

Global patterns, your tenant’s preferences, your corrections, and session context. Every agent gets sharper the more you use it.

Wired into your data

Agents read your live transactions, businesses, documents, and tax position — not a generic model guessing from a prompt.

Always on

They work in the background — flagging anomalies, drafting documents, and surfacing what needs your attention before a deadline does.

Human-in-the-loop

Agents suggest; you approve. Every action is reviewable and reversible. You stay in control of your books and your filings.

Built to be trusted

Built for accuracy. Trusted for what matters.

Bank-grade security
Human-in-the-loop confidence
Audit-ready transparency

Put six agents to work.
Start free today.

Free forever for one business. No credit card. 14-day trial on every paid plan.

Start Free — No Credit Card