Transfer money, manage accounts, get financial advice
Manage bank accounts with real-time updates and secure transactions. Transfer funds to fixed and variable beneficiaries. Deposit and withdraw from accounts. Request credit cards and deposit checks via photo.
Access real-time stock market data and track investment portfolios with a heat map showing price changes. Search for securities by name, ticker, or symbol. Manage a watchlist of assets for comparison and analysis.
Track expenses, set financial goals, and manage budgets automatically. Monitor bank accounts and credit cards. Receive alerts for transactions. Schedule savings for important goals. Sync with financial institutions securely.
The app allows for credit card processing from a smartphone or tablet, with online revenue tracking for credit, cash, and check transactions. It facilitates installment payments and enables the creation and sending of invoices to customers.
Manage financial operations with cloud-based access, no local installation required. Track expenses, generate reports, and monitor budgets remotely. Collaborate in real-time and access data from any device.