Manage financial records and track payments with real-time updates. Monitor agent activities and collections. Receive instant notifications for transactions. View comprehensive financial insights and maintain accurate ledgers.
Create and send professional invoices and estimates to customers. Track payments and view transaction history. Set due dates and send reminders. Export documents in PDF format.
Track expenses with tag-able receipt entries and item-level details from retailers. Link Amazon account for purchase history. Access all from a cloud-based vault. Manage budgets and view spending patterns.
Track spending with monthly budgeting, record expenses, and categorize transactions. View account balances, income sources, and credit cards in one dashboard. Plan payments by viewing upcoming and past transactions up to one year.
Track income and with custom categories and payees. Set budgets and monitor spending trends. View visual charts to analyze financial patterns. Sync data across devices. Export reports and receive alerts for overspending.
"Scan receipts to extract merchant, date, total, and tax details. Automatically categorise expenses and organise by category or date. View spending trends and export data."