Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.
Create and send professional estimates to customers. Set up clients from contact list. Save product details for quick creation. Apply discounts on items or totals. Automatically calculate totals and track status.
The app provides access to account balances, transaction history, and fund transfers. Users can deposit checks, pay bills, and locate branches or ATMs.
The app provides free, real-time market data for currency pairs, commodities, stocks, indices, and bonds. Users can access live charts, receive price alerts, and stay informed with global market news and economic calendars.
View pay stubs, tax documents, and benefits information. Access employment details like withholdings and coverage. Manage HR-related tasks directly from the . Organize and retrieve documents securely.
Track earnings and benefits anytime, including weekends and holidays. View real-time updates and insights. Use bank-level encryption and 24/7 support. Manage funds instantly with flexible withdrawal options.
Create and send invoices and estimates with customizable templates. Track expenses and manage purchase orders. Calculate taxes and generate receipts. Set payment reminders and export documents in multiple formats.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Track and manage recurring payments with automatic detection of . unwanted and identify hidden charges. Monitor monthly expenses and control Apple iTunes purchases. Organize for better financial oversight.
Calculate margin, selling price, or cost based on three variables. Determine markup and gross profit. Include tax calculations. Display results clearly. Free version includes ads.
Calculate expenses for weekly, bi-weekly, monthly, quarterly, or yearly payments. Estimate interest savings with early payoff options. View payoff schedules with customizable payment frequencies and extra payment options.
View and download pay stubs to access paycheck details. Retrieve tax documents and benefits information. Manage work-related tasks and respond to company requests. Access payroll data and company resources from a single platform.