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.
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Apply for loans with mobile-friendly viewing. Track progress with real-time notifications. Scan and securely send documents. Use a built-in calculator tool.
Create and send invoices and estimates instantly. Add photos for visual clarity. Share documents via email, messengers, or shareable links. Track payments and manage financial records within the .
Capture and extract data from receipts, invoices, and other documents. Convert unstructured data into structured formats. Integrate with APIs for automated data processing. Reduce manual entry and minimize errors.
Create and send invoices in under a minute. Track client statements and item inventory. Generate custom PDFs and export data. View reports and manage multiple companies. Apply tax to items or invoices. No training required to use the .
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Manage payments and files for creative and service-based businesses. Process charges, set up recurring payments, and issue refunds via Stripe. Share files securely and request documents from payment solutions.
Create invoices quickly with customizable templates. Add business information, client details, products, and services. Send invoices directly to customers. Track payments and manage multiple invoices. Export in PDF format.