Manage invoices, track cash flow, view income and expenses. Create and send invoices on the go. Monitor financial health and set up alerts for payments and transactions. Sync with account for real-time updates.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
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.
View and manage all financial accounts in one place. Add, hide, or rearrange accounts. Track spending and set budget limits. Receive alerts for account activity. Transfer funds between accounts. Pay bills and view transaction history.
Check account balances and transaction history before logging in. Make and contactless payments using a phone or smartwatch. Perform standard and instant internal transfers and external payments. View account details and manage alerts.
Check account balances, pay bills, and locate ATMs and banking centers. View transaction history and set up alerts. Transfer funds between accounts and access account details securely.
Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
Manage lists and track attendance in a centralized system synced with invitations. Control check-in processes securely. Monitor health and manage event formats across live, virtual, and hybrid setups.
Book workspaces, meeting rooms, parking, lockers, and quiet areas with quick taps. View bookings, floor plans, and modify or cancel reservations. Check in to spaces with a single button press.
Monitor campaigns and view performance data remotely. Adjust budgets, bids, and statuses directly. Receive alerts for rule executions and credit card expirations. Compare metrics visually and analyze account performance. Contact support through the .
Monitor fleet vehicle locations and statuses in real time. View speed, movement, and stop history. Receive alerts and access reports. Manage vehicle tracking and activity logs from a smartphone or tablet.
View available credit, set purchase alerts, and control card usage. Receive travel notifications and locate nearby ATMs or branches. Manage credit card accounts and sync with the FireFirstCU for additional features.