Manage appointments with a calendar view and tools. Send automated SMS reminders to clients. Accept online bookings through a client-facing page. Track sales and inventory levels. Collaborate with colleagues on shared schedules and data.
Manage finances with real-time income and transaction tracking. Register quickly and activate keys remotely. Generate or use Advanced ES keys for secure payments. Access all accounts without visiting branches.
Check checking and savings account balances. View recent transaction activity. Transfer funds between eligible accounts. Set up account alerts and manage card security settings.
Tracks income and expenses from connected bank accounts. Uses a predictive cash flow algorithm to determine spendable . Provides insights into spending patterns and financial health. Allows users to set financial goals and monitor progress over time.
View monthly account balances across 162 currencies and 8000+ cryptocurrencies. Track income and monitor financial overview without requiring an account or personal data.
Track income and expenses to manage finances. Record transactions and view current balance. Categorize entries and generate reports. Set reminders for bills and savings goals. Sync data across devices.
Manage account balances and review transaction history. Transfer funds between accounts and pay bills. Send money to countries like Egypt and India. Activate or block debit and credit cards. Find nearby ATMs and branches.
Track expenses with automatic transaction syncing via Plaid. Set budgets and receive AI-driven insights to identify overspending. View spending patterns and save money with personalized recommendations.