Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay people or bills using a phone number or email. Deposit checks by photo. Set alerts and manage account security remotely.
The app offers a mobile solution for business accounting, providing an overview of income and expenses. Users can manage invoices, record transactions, and access financial reports from any location.
Create and send professional invoices to customers directly from your phone. Track status and manage payments. Organize finances and business records. Share invoices securely and receive payments on the go.
Check balances, make transfers, pay bills, deposit
Check balances and review transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks by photo. Find branch locations and view account details.
Capture receipts, sync with QuickBooks, manage invoices
Capture and extract data from invoices, receipts, and bills using AI-powered OCR. Sync with QuickBooks for real-time data updates. Extract and organize bank statements to streamline reconciliation and financial record management.
Scan receipts to automatically extract details and track expenses. Create reports instantly. Categorize transactions for travel, groceries, bills, and more. Sync data across devices and view spending patterns over time.
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.