Manage finances by connecting bank and credit card accounts to track cash flow and expenses. Scan and organize automatically. Create and send invoices with custom templates. Set reminders for pending payments.
Track funds, add income, and deduct expenses in real time. Personalize sessions with colors, categories, and balance checkpoints. View spending insights for expense breakdown.
Track expenses by snapping and categorizing receipts for tax purposes and funding applications. Generate reports for operational use or accounting needs. Work offline without losing functionality.
Track business expenses by categorizing transactions with a single tap. Estimate taxes and federal income taxes using the built-in tax calculator. Manage financial records and generate tax estimates for self-employed individuals.
Check balances and view details of benefit accounts. Log in with existing website credentials. Access real-time account information. Navigate intuitive menus for account management. Securely manage reimbursement details on mobile.
Scan receipts instantly with camera capture. Extract store name, date, and total via OCR. Organize using folders, tags, and categories. Search receipts by keywords or dates. Store and access all documents in one place.