The app helps users monitor their finances as they happen. It provides tools to track spending across multiple accounts and categories, with features like recurring transactions and passcode lock.
Create groups for shared expenses and track costs with detailed descriptions and participant selection. costs automatically and send invoices or receipts directly. View transaction history and manage group budgets efficiently.
Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.