Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.
Access account details for loans and savings. Log in with biometrics or credentials. Transfer funds between internal and external accounts. Schedule payments and view transaction history. Manage linked accounts and monitor balances in real time.
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Manage projects with task scheduling and event reviews. Capture timecard data and generate financial transactions. Track equipment and manage subcontractors. Review RFIs, submittals, and annotated plans.
Manage field tickets for single or multi-day jobs. Complete digital forms and attach job documents like receipts. Sync data with the back office to generate accurate quotes, tickets, and invoices using a shared price book.
Split bills evenly by calculating individual shares. Share personalized totals for each person. Track payments and organize group expenses. Calculate tax and tip splits automatically. Send payment requests directly.
Capture and submit Proof of Delivery digitally. Share documents with dispatchers and accounting teams. Track shipment status in real time. Sign and send delivery confirmations remotely. Sync with customer service for updates.
Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.