Create invoices, estimates, and receipts with customizable templates. Add client details, itemized lists, and payment terms. Set due dates and send via email. Track payments and generate reports. Sync with accounting software.
Scan to automatically extract and categorize expenses. Export data as PDF or CSV. Store documents in secure cloud folders. Share with others for group expenses. Split bills and track payments. Organize and manage financial records efficiently.
Manage real estate referrals by creating, sharing, and tracking listings. Review competitive bids and monitor referral progress from posting to closing. Maintain client information securely within the platform.
