Chat with financial professionals for secure communication. Share documents and images during sessions. Review contracts and agreements. Access shared content in real time. Initiate and manage calls from any location.
Manage expenses from claim creation to submission and approval. Scan receipts using OCR to auto-build claims. Track business mileage with an integrated map. Receive alerts based on custom expense policies. Submit claims directly through the .
Record issues with annotated images, titles, assignees, and comments. Organize tasks into projects and track and client details. Share customizable PDF reports via email.
Capture and manage photos with geo-referencing features. Each image includes GPS, bearing, and descriptive metadata. Upload and organize unlimited visual data. Document construction projects with timestamped and location-tagged photos.
