Check balances and set email/text alerts for accounts. Manage debit and credit cards with spending controls. Transfer funds and pay bills directly. Deposit checks via camera. Track expenses and set budget goals. Sync financial data across devices.
Open a bank account in your name quickly. Accept online and offline payments via transfer, card, or Pay ID. Instantly settle payments into your account. Create multiple virtual POS account numbers for use across different locations.
Create invoices and send estimates. Collect payments and schedule time. Manage team and log expenses. Send and receive text messages. Access a 24/7 portal and website. Automate tasks and streamline operations.
Accept via mobile or Bluetooth card reader. Allow customers to add tips. Add and manage team members with access controls. View daily, weekly, and monthly income breakdowns. Set customizable payout schedules.
Manage accounts, view transactions, transfer funds
Check account balances and view recent transactions, including check images. Transfer money between accounts. Deposit checks by snapping photos. Access accounts using Touch ID. View deposit history within the .
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Manage orders and update product catalogs. View customer details and access real-time performance metrics like revenue and conversion rates. Track daily and weekly trends. Monitor store visitors and order status.