Automate business approval workflows for vendor invoices, timesheets, and expense claims. Set custom approval routes and track status. Integrate with ERP, CRM, and HR systems. Manage multi-step processes without coding.
View transaction history and upcoming payments. Check balance forecasts. Send and receive payments, approve transactions, and scan bills to fill in payment details. Manage corporate cards by freezing, replacing, and checking PIN codes.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.