Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage with integrated banking, bookkeeping, and tax tools. Track expenses, generate invoices, and build credit. Access a checking account with no minimums, a debit card with cashback rewards, and savings accounts with interest.
The app provides 24/7 access to Everwise CU Business accounts for managing finances. Users can make loan payments, pay bills, transfer funds, and access account information.
Manage home Wi-Fi network with security settings, parental controls, usage monitoring, and guest network setup. Adjust bandwidth limits and receive alerts for network activity.
Schedule appointments and manage client bookings through an integrated calendar. Accept payments via POS and receive funds the next day. Reduce no-shows with upfront payment options and cancellation policies.
Receive in multiple currencies and manage international transfers. Track expenses, view transaction history, and convert currencies. Send money globally and set up recurring . Connect bank accounts and receive invoices.
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.