Track income and expenses with a budgeting tool. View updates from a news feed. Estimate scores using a simulator based on test results. Set financial goals and monitor spending patterns. Export financial data for record-keeping.
Manage insurance policies and submit outpatient health insurance claims. Access plus benefits club features. Check policy information and submit requests anytime. Contact personal advisors or customer service directly through the .
Track expenses by photographing invoices and receipts. Automatically extract text and data using OCR. Record time and absences with manual entry or calendar integration. Generate reports and categorize expenses.
Create and send professional invoices, estimates, and receipts with customizable templates. Add logos and branding. Track payments and analytics. Generate receipts directly from transactions. Share documents via email or link.
Scan receipts and invoices to extract totals and tax information automatically. Convert currencies and export detailed reports for accounting. Track expenses with a home screen widget and manage personal or business expenses efficiently.
Track shared expenses like childcare, medical, and school activities. Upload receipts and add notes in one place. Connect a credit or debit card to import transactions. Send detailed expense reports and split costs automatically.
Manage and organize by creating folders, renaming them, and moving files between folders. Edit , add electronic signatures, apply stamps, and convert to PDF (Pro feature). Add smart notes (Pro feature) and search by title.
Create and customize invoices with templates. Organize accounts and track financial transactions. Download receipts and invoices in PDF. Manage an archive of documents. Apply electronic signatures for secure document verification.
Create and send invoices, estimates, and receipts instantly. Track payments and manage inventory. Organize finances with expense logs and categorization. Export documents and receive payment reminders.
PDFs by adding text, signatures, and annotations. Rearrange pages, merge files, and convert formats. Organize documents with folder management and search. Export in various formats and share directly.