Track real estate deals and commissions with task management and note-taking. Sync contacts and automate bookkeeping. Forecast taxes and income. View bank balances and business mileage deductions. Monitor debts and expenses in one place.
Track business expenses by categorizing transactions with a single tap. Estimate taxes and federal income taxes using the built-in tax calculator. Manage financial records and generate tax estimates for self-employed individuals.
Check balances, view activity, pay bills, transfer
Check balances and view account activity. Pay bills and transfer funds. Locate nearby branches or ATMs. Access account details anytime, anywhere. Ensure secure transactions without storing sensitive data on the device.
Track and categorize business and personal transactions automatically. View real-time profit and loss reports. Monitor cash flow and tax deadlines. Receive AI suggestions for funding opportunities and financial planning.
Track year-round and connect bank accounts for personalized tax guidance. Automatically identify tax breaks and file with IRS and all 50 states. Support for W-2, 1099, investments, and 300+ credits and deductions.
Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.
Scan receipts or photos to automatically generate expense items with details like merchant name, date, and total amount. Capture receipts using OCR technology for accurate financial tracking. Manually add details when needed.
Manage invoices, track cash flow, view income and expenses. Create and send invoices on the go. Monitor financial health and set up alerts for payments and transactions. Sync with account for real-time updates.