Manage calls, messages, and contacts with business features like call forwarding, voicemail, and group messaging. Schedule meetings, access call logs, and integrate with email. Control user permissions and monitor usage through a web portal.
Extract data from receipts or invoices automatically. Track expenses with detailed categorization. Generate insights for business decisions. Simplify tax processes with organized records. Integrate expenses into accounting systems.
Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.
Sign documents, send for approval, manage securely
Sign documents electronically from an iOS device. Send contracts and agreements for e-signature with secure sharing. Manage signed documents and track status remotely.
Check account balances, deposit checks by photo, transfer funds between accounts, and pay bills. Find nearby branch locations and view transaction history. Set up alerts and manage account settings securely.
Calculate parameters for eyewear prescriptions. Input lens data to determine cutout, thickness, and vertex compensation. Transpose Rx values and calculate induced prism. Adjust for tilt, wrap, and crossed cylinders.
Scan receipts or photos to automatically generate expense items with details like merchant name, date, and total amount. Capture receipts using OCR technology for accurate financial tracking. Manually add details when needed.
Send texts to groups or individuals with mass SMS/MMS campaigns or two-way messaging. Add images from camera roll and track reply rates and analytics. Initiate threaded conversations with contacts.