View balances, track transactions, transfer funds, pay
Manage finances by viewing account balances and recent transactions. Transfer funds, pay bills, and initiate ACH credits, debits, and wires. Approve transactions, contact customer service via secure messaging, and access additional features.
Track and payments for up to three clients. Log gigs to increase balances and record payments to reduce them. View a single balance per client. Manage expenses and categorize transactions. Receive notifications for payments and activity.
Create receipts instantly by selecting a template, entering details, and sending. Choose from 20+ professional templates and customize branding. Generate receipts on the go without design skills or complex setup.
Create and send professional invoices and estimates quickly. Add client details, itemized lists, and payment terms. Generate PDFs and share via email or messaging. Track payments and manage multiple invoices in one place.