Manage funds with real-time notifications for capital calls, wire transfers, and expense payments. View investments, approve transactions, and track tasks from request to completion. Initiate actions and monitor progress remotely.
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 .
Create invoices, quotes, and receipts quickly with customizable templates. Track payments and send reminders to clients. Manage client information and organize financial records. Accept payments directly and avoid recurring fees.
