Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add or manage payees for recurring payments.
Create cases using cash basis financial models. Input revenue, expense, loan, and tax assumptions. Calculate IRR, NPV, growth rates, and required investment. 5-year plan with detailed charts. Export results as a Word document for email sharing.
Plan and manage events with customizable templates for organization and communication. Track participants, assign checklist responsibilities, and split expenses. Communicate in real time and update event details collaboratively.
