Create professional invoices instantly with customizable templates. Share via PDF or email. Manage clients and track payments. Store invoices securely with cloud sync and encryption. Organize financial records and generate reports.
Manage client projects with upfront pricing and work assessments. Create and assign job orders to workers. Track workforce performance with points and instant feedback. Accept on-demand work requests.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, edit scheduled payments, and view payment history.
Search for using over 100 filters. Create and save custom screeners. Analyze financial data and market trends. Identify penny and track performance metrics. Compare company fundamentals and valuation ratios.
Access real-time trading data and AI-driven signals using reinforcement learning models. Analyze stock momentum, flow, and undervalued opportunities. Track intraday movements and build long-term portfolios with advanced market insights.
Manage sales with POS and kiosk modes. Add unlimited products and services with modifiers. Track taxes, cash, and deposits. Activate and manage gift cards. Use optional credit card reader for payments.