Track expenses and manage cash flow with real-time updates. Schedule payments, record receipts, and reconcile bank statements. Import and export transactions. Attach documents and generate service invoices compliant with tax regulations.
Track expenses with customizable expense cards and assign them to cost centers. Generate intelligent reports for detailed spending analysis. Assign user profiles to grant team autonomy while maintaining spending oversight.
Manage investments by buying and selling stocks, real estate funds, and other assets. Access zero commission trades for stocks, BDRs, ETFs, and real estate funds. Invest in CDBs without custody, Treasury Direct without custody, and FIDCs.
