Welcome to BenefAgent 🎉
Your AI benefits agent. Let's set up your profile to find every dollar you are missing. What accounts do you have?
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HSA (Health Savings Account)
Paired with an HDHP health plan
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FSA (Flexible Spending Account)
Employer-sponsored, use-it-or-lose-it
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401k with employer matching
Get free money from your employer
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Commuter benefits
Pre-tax transit or parking
Step 1 of 3
A few quick details
Helps our AI give more accurate dollar amounts and recommendations.
You are set! ✨
Here's your 3-step plan to start finding money:
1
Upload your benefits PDF
AI finds every dollar you are missing
2
Check or scan any expense
Type or photo - AI checks HSA/FSA eligibility
3
Build and submit your claim
AI generates a ready-to-submit form
FREE TRIAL
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🔒

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Upgrade to keep access to all your benefits tools — HSA/FSA checker, PDF analyzer, claim builder, and more.

Unlimited HSA/FSA AI eligibility checks
Full benefits PDF analyzer
Receipt scanner & claim builder
FSA/HSA deadline alerts
Annual contribution maximizer

+ $6/month per team member you invite

Cancel anytime — no hidden fees — instant access after payment

Good morning

Your benefits overview

$0
found for you
$0
claimed so far
0
expense checks
-
actions remaining
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Upload your benefits document to get started
Our AI reads your employer benefits packet and finds every dollar you are missing - 401k, HSA, FSA, commuter benefits, perks and more.

Benefits Analyzer

Upload your employer benefits document - AI extracts everything

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Drop your benefits document here
PDF, Word (.docx), JPG or PNG — or click to browse
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Your document is processed privately and never stored.

HSA / FSA Checker

Type any expense or upload a receipt - instant AI eligibility check

🧽
Drop your receipt here
Photo or PDF - pharmacy, doctor, hospital, store

Claim Builder

AI builds your complete claim form - ready to submit to your plan

Your details
Expenses to claim
No items yet. Use the HSA/FSA Checker and tap "Add to claim" to add eligible expenses here.
Or add manually (one per line):

Benefits Calculator

See exactly how much you could be saving

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total annual opportunity
Uncaptured 401k match--
HSA tax savings--
FSA savings (est.)--
Commuter benefit (est.)--

History

All your checks, analyses and claims

Benefits analyses
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No analyses yet
HSA/FSA checks
No checks yet
Claims built
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No claims yet

Settings

Account and preferences

Profile
Account
Email
-
Plan
Current subscription
Pro
Manage billing
Update card, view invoices, cancel
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Data
Export year summary
Download all your data as PDF