Create invoices, quotes, and receipts quickly with customizable templates. Track payments and send reminders to clients. Manage client information and organize financial records. Accept payments directly and avoid recurring fees.
Calculate metrics such as present value, future value, and net present value. Analyze investments with IRR and NPV. Perform bond valuation and cash flow analysis. Support amortization, loans, and Canadian mortgages.
Track transactions, set budgets, monitor cash flow
Track transactions in real time across multiple accounts. Set budgets that adjust to financial goals. Monitor income, expenses, and cash flow. View spending trends and financial insights.
Analyze real estate deals with AI-powered insights on cash flow, ROI, and cap rates. Evaluate rentals quickly with accurate data. Save time by running financial calculations in minutes. Track expenses, financing, and profit in one platform.
View real-time transaction history for loans and share drafts. Check account balances with a swipe. Sign in using Touch ID or a password. Perform transfers, make payments, and deposit checks by photo. Locate nearby branch locations.