Manage appointments, create and track invoices, and monitor payments. Maintain customer and pet records. Generate business finance reports in multiple currencies. Import existing customer data. Access a companion for business management.
Track expenses across all banks and credit cards. View spending patterns with AI analysis. Identify fees and interest charges. Receive weekly summaries of spending habits. Sync accounts securely via Plaid. Set alerts for unusual activity.
Review charges, track expenses, send payments, save
Review across all cards in a clear format. Receive unread alerts in a unified inbox. Tag, save, and add notes to . Venmo people directly from the . Track spending with a timeline of amount changes and location-based map view.