Welcome! I am your 529 Compliance Concierge. I can help you search the Google Sheet ledger, verify VT COA targets, list files pending review, and answer questions about your educational expenses. What can I do for you today?
Sign in with your authorized Google account to access compliance records.
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Welcome! I am your 529 Compliance Concierge. I can help you search the Google Sheet ledger, verify VT COA targets, list files pending review, and answer questions about your educational expenses. What can I do for you today?
Upload PDF, PNG, JPG, or Screenshot for instant 529 compliance ingestion
receipt.pdf
Upload your credit card PDF or CSV statement to cross-reference with your 529 receipts, catch missing expenses not in Dropbox, and reconcile amount discrepancies.
Manage authorized family members and advisors who can upload receipts and view 529 compliance records.
Automate 100% IRS audit defense and maximize your $2,500 American Opportunity Tax Credit.
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Autonomous 529 compliance platform status, financial throughput, and system reliability scorecard.
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Real-time operational health, automated remediation history, and supervisor playbooks.
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