Post income and expenses with categorized entries. Send invoices to clients and track payments. View business performance through summary dashboards. Add team members for shared access. Generate balance sheets and profit and loss statements.
Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Create an account in three steps. Manage settings, receive notifications, view transaction history, and save favorites. Transfer money via phone number or alternative number. Pay bills and make purchases at points of sale.
