Instantly see financial alerts, notifications, documents, transactions from one location. A single snapshot that allows you to focus on the rest of your day.
Through secure sharing circles, share accounts, transactions, folders and documents with team members or clients. Get as granular as you want, and share only what is necessary.
Set up financial alerts to monitor unusual spending with employees, contractors or even your own spending.
Turn financial to-do's to done! Task a team member on the need for a receipt, ask contractors to explain an expense, request a bank statement. Eliminate the last email and ignored phone call routines, and watch as financial tasks get done.
We use the same security as banks to keep your data safe including secured data centers and 128 bit SSL encryption. Learn More