The app provides users with a personalized overview of their activity and quick access to company announcements. Users can approve or reject documents, create expense reports with receipt photos, and view virtual card details.
The app allows users to make everyday transactions, pay bills, deposit cheques, and transfer money. It offers insights from a virtual assistant to help manage finances and track goals.
The app offers double-entry bookkeeping and invoicing for small businesses, non-profits, or clubs. It functions without internet access, storing data locally with no monthly fees and supporting Family Sharing.
Track expenses with categorized entries and custom tags. Set budget limits and receive alerts when nearing them. Generate reports and export data in multiple formats. Sync across devices and share receipts for expense reimbursement.
Connect with the team via text, audio, and video messaging, and face-to-face video calls. Access and review financial plans and business strategies. Share files, e-sign documents, and screen share during sessions.
