Allows businesses to verify customer IDs by tapping their phone. Verify IDs through Apple Wallet, Google Wallet, or state apps. Start verification by pressing the button and tapping the customer's device. Video instructions are available in the .
Create professional documents like quotations, invoices, and purchase orders quickly. Export files as PDF or images for easy sharing. Duplicate documents with a single tap for repeated use.
Convert PDFs to Word documents and export pages as JPG or PNG. Scan documents, receipts, and IDs with auto-crop and perspective correction. Edit files by adding text, highlights, and signatures.
Manage assignments, access payroll, track work history
Manage assignments by viewing current and upcoming jobs with detailed information. Track work history to review past assignments and performance. Access payroll details and update personal information securely.
Track income and expenses with categorized entries. Generate invoices and receipts. View financial summaries and cash flow reports. Sync across devices and export data in multiple formats. Manage bills and set payment reminders.
The app handles gift card and loyalty card transactions for merchants on iPhone or iPad. It offers email receipts, customer statements, and supports Wilbur Rewards, with a setup wizard for quick configuration.
Create and export professional invoices in PDF format with customizable templates. Add client details, itemized lists, and payment terms. Send invoices via email or share directly. Track payments and view transaction history. Set recurring schedules.
Monitor investment accounts across banks and intermediary institutions. View securities' activities and apply blockages on portfolio holdings. Track corporate action events and receive transaction notifications.
Create professional PDF invoices and with customizable templates. Add business information, client details, items, and amounts in separate sections. Include company logo, stamp, and signature. Generate receipts with various templates.
Track and categorize business and personal transactions automatically. View real-time profit and loss reports. Monitor cash flow and tax deadlines. Receive AI suggestions for funding opportunities and financial planning.