Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.
Track earnings and benefits anytime, including weekends and holidays. View real-time updates and insights. Use bank-level encryption and 24/7 support. Manage funds instantly with flexible withdrawal options.
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.
Accept payments through by connecting an account. Process sales directly to the Dashboard. Enable contactless payments with Apple Tap to Pay. Manage transactions and view history within the .
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
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.
Connect with accountants via secure messaging and video calls. Share and sign documents remotely. Access financial data and view strategy updates. Collaborate on tax planning and business advisory services. Manage account access and notifications.
Manage projects with task scheduling and event reviews. Capture timecard data and generate financial transactions. Track equipment and manage subcontractors. Review RFIs, submittals, and annotated plans.
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.
Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Manage invoices, track cash flow, view income and expenses. Create and send invoices on the go. Monitor financial health and set up alerts for payments and transactions. Sync with account for real-time updates.