Create budgets with customizable spending limits. Track expenses by syncing with bank accounts. Set reminders for bills and spending caps. View detailed spending reports and categorize transactions.
Check account balances and view transaction history. Access pending debt transactions. Transfer funds between accounts or to other members. Make loan payments. Locate branches and ATMs. Set up and schedule payments to existing payees.
Track time with automatic logging. Enter expenses quickly. Generate invoices instantly, including bulk options. Manage IOLTA trust accounting with one click. View financial reports and firm performance metrics.
