Snap expenses by photographing receipts, automatically extract details, and log them for tracking. Send invoices instantly with online payment options. Monitor cash flow and overdue invoices in real time.
Access real-time financial data from deal books, earnings, and CRM. Retrieve instant answers to critical queries. Securely view board decks and investment research. Share insights and collaborate with team members.
Track subscriptions and identify hidden expenses by importing data from screenshots, CSV files, or bank statements. Cancel unused subscriptions to save money. View spending patterns and manage recurring payments directly within the .
Place buy, sell, amend, cancel, market, and limit orders. Trade call and put options. Subscribe to real-time quotes. Receive advisory notifications for investment opportunities. Create custom and smart watchlists.
Record and track expenses in real time. Log receipts, categorize costs, and monitor project budgets. Generate reports and sync data across devices. Set reminders for upcoming payments and invoice clients directly.
Track expenses and mileage in one place without a subscription. Scan receipts to log expenses automatically. Create customizable reports and share them with customers. Set up categories and receive alerts for spending trends.
Track renewals and auto-renewal dates. Monitor monthly and yearly costs. Receive alerts before charges occur. Support multiple currencies for global tracking. Manage bills and spending in one interface.
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.