Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Open new accounts and view personalized offers. Manage debit and ATM cards directly. Access and monitor credit score with Credit Sense. View accounts in a centralized dashboard.
Extract data from receipts or invoices automatically. Track expenses with detailed categorization. Generate insights for business decisions. Simplify tax processes with organized records. Integrate expenses into accounting systems.
Create employee schedules and manage shifts across devices. Track time and attendance, handle leave requests, and monitor performance. Assign tasks, communicate with teams, and forecast staffing needs. Generate timesheets and manage workforce data.
Record meetings, transcribe audio, analyze conversations
Record and transcribe voice conversations from meetings. Transcribe audio files and video calls from platforms like Zoom and Teams. Generate searchable transcripts with AI. Invite notetakers to meetings. Sync notes with calendars.
Calculate metal weight for forms like round, sheet, tube, and rectangle. Support alloys including steel, aluminum, and gold. Perform paint surface calculations. Convert between piece and price per kilogram/ton.
Calculate metal weights with support for multiple metals, shapes, and units in both metric and imperial systems. Perform offline calculations without background processes. Save settings and favorite calculations.
Create and manage personal calendars with handwritten and drawings. Color code events for organization. Drag and drop to reschedule. Add rich text entries via keyboard. Sync with Apple Pencil for precise input.
View account balances and transaction history. Transfer funds between internal and external accounts. Pay bills and make deposits via mobile check deposit. Lock or unlock cards manually. Access Zelle® for sending and receiving money.
Manage accounts with customizable home screens and transaction reviews. Deposit checks and view eDocuments. Locate service centers and send money via Zelle. Check balances and pay bills remotely. View card transaction history.
Perform financial calculations with a full-featured calculator offering amortization, depreciation, and interest computations. Access an audit tape for detailed transaction history. Use unit conversion tools and create worksheets.
The app allows business travelers to submit expenses and receipts while on travel. Users can create expenses, attach receipts, add comments, and designate them as reimbursable or non-reimbursable.
Manage tasks and organize schedules with automated reminders and calendar integration. Ask questions for instant answers and get personalized recommendations. Set goals and track progress through interactive prompts and feedback.