View real-time account balances and transaction history. Transfer funds between accounts. Schedule and manage bill payments. Set up alerts for account activity. Deposit checks by photo. Lock and unlock cards remotely.
Create professional invoices with customizable templates. Download as PDF. Supports 6 languages. Use voice recognition for shortcuts. No limits. Track payments and send invoices directly.
Track and approve expenses with digital receipts and invoice submission. Manage employee travel and expense reports. Issue and monitor virtual cards. Switch between purchase orders and invoices. View spending analytics and set approval workflows.
Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
Create and send professional invoices and estimates to customers. Track payments and view transaction history. Set due dates and send reminders. Export documents in PDF format.
The app captures bills, receipts, and invoices, extracting key data like supplier name, amount, and due date. It syncs this information to accounting software for streamlined processing and audit-proofing.
Accept credit and debit via mobile without additional hardware. Process transactions from Visa, Mastercard, and American Express. Enable contactless using an iPhone. Manage directly through the .
Manage business accounts with multi-user access and custom permissions. Issue physical and virtual cards for teams. Send unlimited domestic wires and ACH transfers. Sync with Quickbooks, NetSuite, Xero, and Zoho.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Capture receipts, sync with QuickBooks, manage invoices
Capture and extract data from invoices, receipts, and bills using AI-powered OCR. Sync with QuickBooks for real-time data updates. Extract and organize bank statements to streamline reconciliation and financial record management.
Manage documents, track payroll, and send correspondence
Manage personnel documents for hiring, transfers, and time off. Create and sign forms within the . View payslips to track salary and bonuses. Communicate with managers, colleagues, and HR. Plan work schedules using a business calendar.