Record and track client debts and payments with real-time updates. Send automated WhatsApp messages with or payment details. View and manage accounts through a simple, intuitive interface.
Calculate payments and generate repayment schedules. Share schedules via email. Add extra payments to reduce payoff time. Graph repayment timelines. Track total interest paid. Save multiple loans for quick access.
Calculate monthly payments, estimate total interest, and compare different loan terms. Input property details, interest rates, and loan terms to generate accurate financial projections. Save and share calculation results for reference.
Access account balances and transaction history. View statements and deposit checks by photo. Transfer funds, make loan payments, and pay bills. Apply for loans or add new accounts. Locate branches and ATMs. Contact support directly through the .
Track and expenses with budgeting tools and multi-currency accounts. Transfer funds between accounts and categorize transactions with subcategories. View circular and line charts filtered by time, account, or category.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
Create budgets with customizable spending limits. Track expenses by syncing with bank accounts. Set reminders for bills and spending caps. View detailed spending reports and categorize transactions.