Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Access secure account information using existing website credentials. Navigate intuitive menus for account management.
Create and send invoices or estimates on the go. Customize templates and add line items. Save client details and recurring settings. Generate receipts using pre-built formats. Sync with contacts to set up clients quickly.
Record and track expenses in real time. Log receipts, categorize costs, and monitor project budgets. Generate reports and sync data across devices. Set reminders for upcoming payments and invoice clients directly.
Scan documents to create multipage PDFs. Convert receipts, invoices, contracts, and business cards into editable files. Use OCR to extract text from images. Add electronic signatures and combine multiple scans into a single PDF.
Manage spending with instant card issuance for employees. Set spending limits by vendor, category, and time. Control cash withdrawals and online payments. Track transactions and monitor financial activity in real time.
Manage business tasks and HR operations on mobile devices. Access and update data in real-time. Sync with desktop software for consistent information. View and edit documents remotely. Collaborate with team members across different locations.
View account balances and details for HSA, HRA, and FSA health benefits. Check transaction history and manage funds. Access account information securely with login credentials. Navigate intuitive menus for real-time updates and account management.
Documents and convert them into PDF for sharing. Perform OCR to extract text, website addresses, or phone numbers. Save scans automatically to iCloud Drive across Apple devices. iPad version allows drag-and-drop for document transfers.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Login with existing website credentials. Access account information securely from mobile devices.
Automatically fetches bank transactions and extracts data from receipts, invoices, and settlement statements. Categorizes transactions and stores documents securely. Tracks proof of delivery and generates invoices.