View account balances and transaction history. Check alerts and manage account transfers. Access check images and pay bills. Support checking, certificates of deposit, money markets, savings, and loans.
Track and categorize business and personal transactions automatically. View real-time profit and loss reports. Monitor cash flow and tax deadlines. Receive AI suggestions for funding opportunities and financial planning.
Create invoices and estimates quickly with customizable templates. Add client details, itemized charges, and payment options. Send invoices instantly via email or messaging. Track expenses in real time and sync data across devices.
View tax accounts and make card payments with instant processing. Update IBAN for tax refunds. Access appointments, sent requests, and received messages. Manage financial information in the myWallet section.
Access and manage life insurance policies with Face ID/Touch ID login. Update personal information for one or multiple policies. View policy details, make premium payments, and track eClaims status.
Optimise digital document workflows by uploading invoices and authorising them remotely. Pre-selected users can review, approve, or reject documents. Place documents on hold for more information. Add or view comments from colleagues.
The app offers a mobile solution for business accounting, providing an overview of income and expenses. Users can manage invoices, record transactions, and access financial reports from any location.