Automate expense tracking, categorize transactions, and monitor revenue with AI-powered tools. Sync with over 30 POS systems and QuickBooks® for account reconciliation. Manage vendor payments and streamline data entry directly from the .
Capture receipts, sync with QuickBooks, manage invoices
Capture and extract data from invoices, receipts, and bills using AI-powered OCR. Sync with QuickBooks for real-time data updates. Extract and organize bank statements to streamline reconciliation and financial record management.
Track expenses with categorized entries and custom tags. View monthly summaries and spending trends. Set budgets and receive alerts for overspending. Export data in CSV format and sync across devices.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills anytime. No additional features available on tablet devices.
Simplify school management and administration workflows.
The app simplifies school management and administration for small schools. It improves parental engagement and school communications with features like newsletters, announcements, and personalized calendars.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending habits with budgeting tools.
The app manages recruit and student-athlete compliance for athletic departments. It offers configuration options, workflow automation, and a rules engine for NCAA regulations and institutional criteria.
The app supports taxation like GST and VAT. It allows users to send invoices and estimates, track expenses and receipts, manage inventory, and view financial reports.
Secure cross-device banking experience for customers.
The app provides a secure banking experience across devices for retail and commercial users. It offers consistent workflows, bill payment, and commercial transaction submission.
Receive payments instantly and manage collaborations. Track invoices and withdraw earnings to PayPal or bank accounts. Run business operations including expense tracking and team management from a single platform.
Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set budget alerts and track spending. Transfer funds between accounts and receive account statements.