What models does Incremenza use, and where does my data go?

Primary model is Google Gemini (gemini-2.5-flash). Fallback is Anthropic Claude (claude-haiku) when Gemini is unavailable. Your business data is sent to these providers as part of generating outputs. Both providers have contractual commitments not to train on your data. Detailed policy and provider agreements are on the security page.

Can I turn off the AI features and still use Incremenza?

Most automation is non-AI: transaction classification (AI is the last resort in a multi-step pipeline that uses rules first), recurring invoicing, dunning, anomaly detection — all run without AI. The AI-driven features (weekly briefing narrative, My Advisor) can be disabled per company. The dashboards and direct numerical features work without AI.

How accurate is automatic transaction classification?

For most transactions, very accurate — over 95% in steady state. Custom transaction rules take priority, so you can correct any miscategorization once and the rule applies forever. Edge cases (genuinely ambiguous transactions, brand-new merchants) may need manual review the first time. The system improves with use as you confirm or correct categorizations.

Will Incremenza send emails or take other external actions on my behalf?

Yes — but only ones you've explicitly configured. Recurring invoices, payment reminders, and dunning sequences are sent automatically once configured. At-risk customer outreach is sent only after you set up the thresholds and templates. Incremenza does not take destructive actions (delete data, cancel subscriptions, refund customers) without your explicit confirmation.

What automations are NOT included?

Incremenza handles operational automation tied to your business data — billing, transactions, briefings, alerts. It does not handle: project management automation (use Asana, Notion, etc.), code automation (use CI/CD), HR automation (use payroll/HRIS), or general workflow tools (use Zapier directly). Incremenza syncs with these but does not replace them.

AUTOMATION

Stop the routine work that does not need you.

Most small business operators spend hours every week on work that should run itself — categorizing transactions, chasing payments, drafting briefings, watching for anomalies. Incremenza handles the recurring work so you can focus on the work that actually needs your judgment.

Take the free assessment → Explore the live demo →

About 5 min · Instant results · No signup required

THE PROBLEM

Hours per week, on work that should run itself

Friday afternoons in your spreadsheet

Categorizing the week's transactions. Reconciling payments to invoices. Updating the dashboard your team uses on Monday. Hours every week, on work that should be invisible.

Money left on the table

Failed payments that nobody followed up on. Recurring expenses you forgot you had. Subscriptions that auto-renewed without anyone noticing. Small leaks that compound over time.

The same conversation every Monday

"What changed last week?" The team asks. You scramble to remember. By the time you've assembled the answer, the week is gone and the questions haven't been answered.

HOW INCREMENZA SOLVES IT

Detection, prescription, execution — running automatically

INTELLIGENCE

Detection runs continuously, not on a calendar

Anomaly detection runs against your live data. Recurring expense detection catches forgotten subscriptions. Customer health scoring updates as data changes. Marketing data flows in from your ad platforms automatically.

Anomaly alerts the same day they happen
Recurring expense detection
Customer health scoring updated continuously

GUIDANCE

Your Monday morning briefing, written for you

A weekly narrative email that explains what changed in your business, written specifically for your situation — not a generic dashboard digest. Powered by your real data, written in plain English, in your inbox before your week starts.

Weekly Business Briefing — narrative, not numbers
Suggested next actions in My Advisor based on the week's data
Action items from reviews carry forward automatically

AUTOMATION

The recurring work, handled

Transactions categorize themselves on first connection. Recurring invoices and payment reminders. Failed payments recovered. At-risk customer outreach. The work stops being yours.

Transactions categorize themselves on first connection
Failed payments recovered through automated dunning sequences
Recurring invoices and payment reminders sent without you

Yes, this uses AI — and we are direct about how.

The transaction categorization, weekly briefing narrative, and My Advisor responses are generated by AI models. Your business data is sent to large language model providers (Google Gemini, Anthropic Claude) to produce these outputs. Your data is never used to train models. Detailed AI data policy is on the security page.

Read the AI data policy →

WHAT THIS LOOKS LIKE

One discovery automation produces

Clarity

Your books, organized on first connection

Connect Stripe, QuickBooks, or your bank. Eighteen months of transactions categorize themselves in minutes — no spreadsheet, no manual cleanup.

Most financial tools require weeks of setup before you see anything useful. Incremenza is designed to deliver value in the first session — usually within minutes of connecting your first integration.

What this looks like

Tom runs a 7-person product company. He had been putting off financial software for two years because every demo he sat through required a multi-week setup. He connected Stripe to Incremenza on a Thursday afternoon. By Friday morning, 847 transactions across 18 months were categorized, his revenue dashboard was populated, and he could see his cash flow forecast. The full setup took 14 minutes. Composite scenario based on common patterns.

This is illustrative, drawn from patterns we see across the customer base.

WHAT'S INCLUDED

Six capabilities that make this work

Clarity

Transactions categorize themselves on first connection

Connect your bank or payment processor and 18 months of transactions sort themselves in minutes — no spreadsheet required.

Clarity

Recurring invoices and payment reminders sent without you

Set up billing automation once. Invoices generate, customers receive reminders, and overdue follow-up happens without you.

Clarity

Failed payments recovered automatically

When payments fail, the dunning sequence retries on a schedule you control — recovering revenue without manual follow-up.

Clarity

Your Monday morning briefing, written for you (Weekly Business Briefing)

A narrative email arrives every Monday covering what changed in the business — written for your specific situation, not a generic template.

Momentum

Anomaly alerts the same day they happen

Detection runs against your live data and surfaces unusual spikes or drops within a day — not in next month's report.

Momentum

Marketing data synced from your ad platforms

Connect once via Zapier — Google Ads, Facebook Ads, HubSpot, others — and marketing metrics flow into your dashboard automatically.

See every feature →

Incremenza tracks anomaly detection, recurring pattern detection, and operational metrics automatically. See the full metrics library →

Curious how this looks for your business?

Take the free assessment — about 5 minutes, no signup, instant results.

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PRICING

For automation, Clarity covers most of what you need

Clarity

$79/mo (or $69/mo billed annually)

Why Clarity is enough for most automation use cases

Most automation — transaction categorization, recurring invoicing, dunning automation, weekly briefing, anomaly detection — lives in Clarity. The Zapier-based marketing data sync and at-risk customer outreach are in Momentum, useful when you also need customer success intelligence. For pure operational automation, Clarity is the right tier.

Transaction classification on first connection
Recurring invoices, payment reminders, dunning automation
Anomaly detection and weekly briefing included

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COMMON QUESTIONS

Questions about automation

🔒 Bank-level encryption · Read-only access · OAuth — we never see your passwords · We never sell your data

AUTOMATION

Ready to stop doing the work that should run itself?

Take the free Profit Gap Assessment and get your business archetype, your Business Health Score, and a personalized roadmap. About 5 minutes. No signup.

Take the free assessment → Start your 30-day free trial →

About 5 min for assessment · 30 days free · No credit card required · Cancel anytime

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