Manage bills and payments with built-in bookkeeping and approval workflows. Upload bills and receipts via scan. Pay vendors through Check, ACH, Wire, or Direct Pay. Track expenses and manage cash flow. Share payment records with team members.
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.
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.
Record transactions using a double-entry bookkeeping system. View income, expenses, and net income as bar charts. Track balance history with line charts. Scan and attach invoices to transactions. Scan QR codes on invoices to create transactions.