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.
View loan details, make payments, access documents
Manage mortgage payments and account details. View loan information, recent activity, and payment history. Make one-time or recurring payments. Access statements and documents. Schedule payments and track pending transactions.
Capture receipts with smartphone camera. AI extracts data and fills out expense entries. Categorize and submit reports directly from the . Approve expenses on-the-go. Replace paper receipts with digital tracking.
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.
Perform mortgage calculations for residential and commercial loans. Input loan details to determine affordability. Adjust variables like interest rates and down payments. Save and export calculation results. Share reports with clients or colleagues.
Manage inspections and deliver reports in real-time
Manage inspections from start to finish with real-time report delivery. Track project progress, communicate with lenders, and access inspection history. Share findings and receive feedback directly through the .
Manage finances by sending and receiving money, creating digital and physical cards for users or employees, and adding vehicle details. Monitor sales performance with real-time history and transaction details. Issue refunds and access sales reports.
Record transactions using a double-entry bookkeeping system. View income, expenses, and net income as bar charts. Track balance history with line charts. Scan and attach invoices to transactions. Scan QR codes on invoices to create transactions.
Convert documents to PDF, Word, TXT, or images. Scan and edit pages with OCR text extraction. Share files directly or save to cloud storage. Organize and annotate scanned documents. Export in multiple formats for easy use.