Check balances, view statements, transfer funds, pay
Check balances and transaction history for business or personal accounts. View statements and transfer funds internally or externally. Pay bills and deposit checks via photo. Access security information through the .
Access sensitive data securely, preview and upload files, and collaborate on folders and file links across storage locations without a VPN. Integrate with popular business apps for streamlined workflows and remote access to content.
Check account balances and review transactions. Set alerts for account activity. Transfer funds internally or externally. Link external bank accounts. Manage budgets and track spending. Securely access financial tools on multiple devices.
Manage and automate workflows using no-code tools. Create task lists, set deadlines, and assign responsibilities. Track progress with customizable views and dashboards. Integrate with other business apps and share sheets with team members.
Capture and store data using custom forms and workflows. Analyse and visualise information with integrated dashboards. Generate reports, complete audits, and share communications across the business. Set up notifications and manage tasks.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Share company culture content internally and externally. Upload employee profiles and team photos. View culture insights and feedback. Collaborate on culture initiatives and track engagement metrics.
View paystubs and time cards. Access health and flex benefits accounts. Request and approve time off. Submit and approve expense reports. Securely store and share passwords. Access teammates’ contact information.
Securely send and receive messages, share files, and participate in group chats. Schedule and manage conversations. Integrate with external applications for workflow automation. Encrypt communications and set access permissions.