Dashboard
Real-time overview of your finances
Everything you need to organize your finances
Features designed to simplify financial management for your personal life and your businesses.
Personal Finance
Complete control of your personal financial life. Budget, goals, investments, and much more.
Bills to Pay
Due date tracking with alerts
Receivables
Income and revenue tracking
Bank Accounts
Multi-account management
Calendar
Financial timeline view
Transfers
Move funds between accounts
Vendors/Clients
Contact registry and transaction history
Budget
Monthly spending plan
Cash Flow
Income and expense reports
Categories
Organize by expense type
Goals
Financial goals with progress tracking
Investments
Portfolio tracking
Business Finance
Complete financial management for your business. Income statement, cash flow, employees, and much more.
Dashboard
Business financial overview
Expenses
Complete expense tracking
Revenue
Billing and income
Accounts
Business bank accounts
Calendar
Due dates and commitments
Transfers
Inter-account transactions
Vendors/Clients
Financial CRM
Receipts
Receipt issuance and tracking
Employees
Personnel cost management
Taxes
Tax tracking
Loans
Debt and installment tracking
Cash Flow
Full business cash flow report
Reports
Detailed management reports
Income Statement
Full income statement report