Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
View events from multiple accounts in one place. Set reminders for appointments and deadlines. Invite others to events, respond to invitations, and share calendars. Track holidays, birthdays, and subscription calendars.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Employees can view current and past pay stubs and W-2s. They can text, email, or print PDF copies of these documents. Punch in and out, check time card hours, and report missed punches.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage properties, track bookings, and send reports
Manage tasks and work orders, receive resident payments on-the-go, view property and tenant information. Access key details for property owners. Track vendor and owner data. Submit work orders and manage payments remotely.
View paystubs and time cards. Access health and flex benefits accounts. Request and approve time off. Submit and approve expense reports. Securely store and share passwords. Access teammates’ contact information.
View and categorize card purchases and receipts. Capture expenses with receipt scanning. Approve or reject expense requests. Track spending patterns and set spending limits. Receive notifications for transactions and approvals.
Manage team schedules and events with shared calendars. Invite users, set reminders, and track availability. Schedule tasks, share files, and receive notifications. Sync across devices and access features online or via mobile apps.
Manage schedules, events, and with customizable views and natural language input. Add to-do lists, set reminders, and sync with iCloud, Google , Exchange, and Todoist. Track travel time, integrate maps, and receive weather updates.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
With a timer, log expenses by snapping receipt photos, and manage invoices on-the-go. Send professional invoices, view real- project insights, and monitor business performance metrics.