Manage sales and business operations with invoicing, payment tracking, and transaction history. Create and send invoices, receive payments, and monitor sales reports. Integrate with Tap On for mobile card payments.
Track expenses and manage cash flow with real-time updates. Schedule payments, record receipts, and reconcile bank statements. Import and export transactions. Attach documents and generate service invoices compliant with tax regulations.
Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA
Track client portfolios and analyze investments
Track client portfolios and view consolidated positions with customer data and account balances. Send purchase and redemption orders securely. Receive notifications for account updates and market changes.
