Enter customer orders quickly using the . Exchange messages between the office and DSRs. Define customer guides. View the full product catalog. Check open orders for customers. Access real-time product and data.
Track expenses, manage accounts, and streamline payments
Manage financial accounts with real-time updates. Open new accounts, transfer funds, and view statements. Deposit and withdraw money via photo. Track expenses and set budget alerts. Sync accounts for consolidated financial oversight.
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
