Track income and expenses for individuals and family members. Define accounts, counterparties, and bank transactions. Manage debts, loans, and assets. Set up funds and wallets. View financial summaries and reports. Sync with phonebook contacts.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Log in with existing website credentials. Access secure account information on devices.
Track expenses and manage budgets with multiple transaction entries and 65 default categories. Create debit, credit, and goal wallets. Generate clear expense reports and set recurring transactions.
With a simple interface. Manage expenses on-the-go. Generate invoices from entries and expenses. View income, expenses, and profit summaries. Integrate with website features for proposals, contracts, and accounting.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Manage benefits with secure login using existing website credentials. Navigate account information through intuitive menus.
Check balances and account details for HSA, HRA, and FSA accounts. View transaction history and spending reports. Manage funds by transferring between accounts or setting up recurring contributions.
Submit and approve purchase requests, manage purchase orders, and review invoices for accuracy. Approve or reject invoices and manage Card expenses. Receive push notifications for actions and approvals.
Track employee expenses with cash and credit card registration. Log mileage via GPS or manually. Record hours, holidays, and absences. Manage travel allowances and generate reports. Set up approval workflows between employees, managers, and finance.