The app allows users to manage HSA, FSA, HRA, and other benefit accounts. Users can submit expenses, track spending, and check balances directly from their mobile device.
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
View account balances and transaction history. Submit reimbursement claims with supporting documents. Fund HSA accounts from linked bank accounts. Receive and review email alerts. Contact administrators via email or phone.
Create invoices with customizable templates and branding. Track expenses and income categorically. Generate tax documents and receipts. Set up recurring payments and automate bill reminders. Sync with software and view financial reports.
A with customizable themes allows users to select from multiple visual styles. Perform basic and advanced calculations. Switch between light and dark modes. Adjust font size and color schemes.
Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.
Track business automatically with real-time logging and classification. Generate IRS-compliant logs instantly. Calculate reimbursement or deductions based on recorded trips. Classify trips by purpose and export reports for tax purposes.
View account balances and transaction history. Check estimated home values and recent sales in your area. Access account details and neighborhood information through a user-friendly interface.
Manage payroll and HR tasks from . Clock in/out with GPS or photo. View timesheets, schedules, and PTO balances. Digitally sign timesheets. Request time off and view pay stubs. Submit expense reports. Track employee schedules and payroll data.