The app offers a complete line of financial products and services. It exists to serve its members as a not-for-profit, member-owned financial institution.
Create invoices using professional templates. Add client details, itemized charges, and payment terms. Send invoices instantly via email or messaging. Track payments and manage billing records. Set recurring invoices and receive reminders.
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.
