Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Manage purchase orders by creating, customizing, confirming, and tracking them on-the-go. Sync with iSolve Produce software for real-time updates. View order status and historical data. nd send electronic invoices.
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
The app provides functionality to create and manage invoices and budgets. It allows for the creation of client companies, products, and associated invoices or budgets, with options for PDF export and printing.