Capture and digitize receipts with smart scanning to extract date, amount, currency, and taxes. Automatically fill reports and archive documents legally. Submit reports directly and manage digital invoices from Uber, EasyJet, Amazon, and Pay.
Scan receipts to automatically categorize and log expenses. Track spending patterns and set budget limits. Generate detailed reports and export data for financial records. Sync across devices for real-time access and management.
Prepare for the SIE Exam with covering all exam domains. Review topics like Knowledge of Capital Markets and Understanding Products. Track progress and revisit for reinforcement.
Access and manage PST files directly on your device without requiring a server connection. Open multiple PST files from iTunes, Dropbox, or other apps supporting "Open In.
View data through six customizable dashboards with detailed report access. Access over 100 standard reports for Universal and GA4. Interact with graphs and export data for further analysis.
Convert .qif files to .mnydata format for use with MyNetWorth. Import transactions from category-based finance apps. Organize and manage financial data with double entry bookkeeping features. Sync with macOS-based accounts management tools.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
The app provides a comprehensive business toolkit for invoicing, receipt scanning, and mileage tracking. It also includes features for accounting, tax preparation, HR, inventory, and point of sale.