Manage accounts, track expenses, and generate reports
Create and manage receipt and payment records, and track daily journal entries. Generate sales and purchase invoices. Organize accounts with customers and suppliers. Set reminders for payments and expenses. Export financial data in various formats.
Check account balances and view eStatements. Open savings accounts or apply for credit cards instantly. Register for online banking and Secure2u Digital Token. Earn cashback with Tap, Track. Deposit checks by photo. Transfer funds between accounts.
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
