Manage accounts, track expenses, and generate reports
Create and manage receipt and payment records, and track daily journal entries. Generate sales and purchase invoices. Organize accounts with customers and suppliers. Set reminders for payments and expenses. Export financial data in various formats.
Manage finances with , expense tracking, and time/mileage logging. Sync bank accounts with over 21,000 institutions. Track products and services. Reconcile transactions and generate reports. Set up recurring payments and manage multiple currencies.
Perform arithmetic operations and display the most recent formula. View historical records for accounting. Customize key tones with optional piano sounds. Receive real-time voice broadcast. Supports multitasking on iPad.
Learn financial with , audio, video, and interactive lessons. Play games to test knowledge. Study on the go in multiple languages including Chinese and Spanish. Track progress and prepare for CPA or bookkeeping exams.
Automate business expense report management processes.
The app automates business expense report management from purchase to reimbursement. It offers tools for policy compliance, internal control, and analytics, integrating with cloud-based accounting systems.
Create and share multiple ledgers with others for collaborative financial management. Split expenses and revenue among trips, housemates, friends, or business partners using equal sharing, proportion, shares, or exact amounts.
Record transactions using a double-entry bookkeeping system. View income, expenses, and net income as bar charts. Track balance history with line charts. Scan and attach invoices to transactions. Scan QR codes on invoices to create transactions.
Create professional invoices with customizable designs, including logos and layouts. Track payment statuses and set reminders. Export invoices and manage payment history.
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Automatically fetches bank transactions and extracts data from receipts, invoices, and settlement statements. Categorizes transactions and stores documents securely. Tracks proof of delivery and generates invoices.