Create and manage multiple projects with customizable settings. Input personal or company details and integrate with an address book. Calculate costs using custom measurements or default unit prices. nd export project details as PDF, HTML, or Excel.
Submit invoices, receipts, and documents from any location. Access company key figures, mailboxes, and document archives in real time. Manage and organize business files securely.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Create invoices and estimates without paperwork or spreadsheets. Share via email, SMS, or print. Customize templates with logos and colors. Track payment status. Convert estimates to invoices easily. Choose currencies for each document.