Manage accounts, transfer funds, track transactions
Manage accounts, view transaction history, and check balances. Transfer funds between accounts. Pay bills and schedule recurring payments. Deposit checks via photo. Set transaction alerts and lock accounts remotely.
Manage requests, tasks, and approvals with real-time dashboards and an AI-powered voice assistant. Switch between service desk instances and modules. Create and assign tickets. Track progress and approvals across departments.
Manage employee data and documents. View and update personal information. Access payment envelopes. Request and approve vacation time. Track team vacation schedules. Save passwords and use Touch ID for login. Replace temporary employees.
Create and manage and entries with direct and indirect options. Submit entries for approval and attach photos. Capture and manage expenses, edit entries, and delete existing records. Sync with Epicor ERP for workflow integration.