Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Scan documents into clear images or PDFs. Email, fax, print, or save to cloud. Extract text from single pages. Export PDFs without watermark. Access larger cloud storage. Remove ads. Share scans directly.
Approve requests, submit purchase orders, and comment on decisions. Set multi-tiered approval workflows. Integrate with Xero and QuickBooks Online for spend and revenue management. Track approvals and manage workflows remotely.
Manage with integrated banking, bookkeeping, and tax tools. Track expenses, generate invoices, and build credit. Access a checking account with no minimums, a debit card with cashback rewards, and savings accounts with interest.
Manage business accounts with multi-user access and custom permissions. Issue physical and virtual cards for teams. Send unlimited domestic wires and ACH transfers. Sync with Quickbooks, NetSuite, Xero, and Zoho.
Manage cash flow, track inventory, and handle employee records. Create and send invoices, monitor expenses, and organize customer data. Access financial reports and streamline business operations in one centralized platform.