Create professional PDF invoices and with customizable templates. Add business information, client details, items, and amounts in separate sections. Include company logo, stamp, and signature. Generate receipts with various templates.
Track and group expenses with AI-powered expense recognition. Upload receipts or screenshots, categorize entries automatically, and generate settlement plans. Sync data across devices and view real-time charts for budget tracking.
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
Track expenses with group transactions. Split bills evenly or unevenly, by unit share or exact amount. Add friends, create transactions, and view payment histories. Export receipts and set reminders for due dates.
Track income and expenses with categorized entries. Set and monitor financial goals. Manage debts and view spending trends. Receive insights to improve financial decisions. Sync data across devices.