View account history and check balances. Transfer funds or make loan payments. Deposit checks using CheckSnap. Approve business ACH and wire transactions. Use existing online banking login credentials.
Create and send invoices, generate estimates, and track payments. Add client details, set due dates, and apply discounts. Export invoices in PDF format and share via email or messaging. Set recurring payment reminders and view transaction history.
The app allows users to manage their insurance policies, request services, and report claims. It also provides tools for finding nearby services like tow trucks, gas stations, and hospitals.