View transaction details for accounts, credit cards, and loans. Transfer funds between personal accounts, third-party accounts, and national bank accounts. Search for beneficiaries quickly. Instantly affiliate new beneficiaries.
Track income and expenses for all business accounts. Monitor cash flow, plan project expenses, and check invoice status. Set budgets per category. View financial summaries and update spending in real time. Sync data across devices.
By accepting grants, exercising options, and tracking ownership. View vesting schedules, transfer shares, and receive payout notifications. Sync with payroll and tax documents for accurate record-keeping.
