Create professional invoices and estimates with customizable templates. Add business and client details, set payment terms, and send documents via email. Track status and generate receipts directly.
Access all accounts in one place at any time. Set up instant, post-dated, or recurring payments. Send and receive money instantly via Zelle. Deposit checks through the . Use enhanced security features to protect accounts.
Check balances, send and receive tokens, and connect to dApps and DeFi platforms. Manage multiple token transactions in a single send. Store private keys locally for self-custody. View transaction history and address.
Manage finances with budget tracking, expense categorization, and bill reminders. Set savings goals, view transaction history, and receive notifications for account activity. Sync data across devices and access customer support for assistance.
Check balances, pay bills, and transfer funds. Send and receive money via Interac e-Transfer. Order foreign cash and send money internationally without transfer fees. Apply for foreign currency savings accounts and access exclusive offers.
Manage multiple cryptocurrency wallets in one . Create and organize independent wallets. Self-custody private keys via mnemonic phrases or cloud storage. Support for multiple blockchains including Ethereum, Bitcoin, BNB Smart Chain, and others.
Create and send professional invoices to customers. Add line items, set payment terms, and track payments. Generate quotes to maintain client interest. Export invoices in PDF format. Sync with accounting software.
View transaction history and upcoming payments. Check balance forecasts. Send and receive payments, approve transactions, and scan bills to fill in payment details. Manage corporate cards by freezing, replacing, and checking PIN codes.