Fidelity
fidelity.comOrganize brokerage research with Trader+ tools and custom alerts
Organize brokerage research with Trader+ tools and custom alerts
Malaysian banking with payment details entered through chat or images
Personal budgets with scheduled-balance forecasts and separate household logins
Israeli banking with cheque deposits, account records and separate business payments
US account channels with card locking, alerts and mobile deposits
Reconcile crypto imports and export reports for a selected tax year
Australian bookkeeping through rows and columns
Modular cloud ERP finance with projects, cash and fixed assets
AI accountant Paula for automated bookkeeping, reports and invoicing
A self-managed relational SQL database focused on analytical workloads.
Coordinate payment providers, bank collection and payouts to participating sellers
Choose a hosted payment form and manage the transactions behind it
Desktop account records with budget estimates and separate financial years
Personal budgets with projects and optional family collaboration
Real-estate contacts, recurring touch reminders, and closing task plans
Real-estate CRM with workflows that react to customer activity and unfinished tasks
Salesforce-based real-estate CRM linking listings, customer work, and transactions
Command-line accounting from a plain-text journal
AI agents that run business processes from documents and rules
Hawaii account banking with searchable transactions and mobile cheque deposits
AI bookkeeping that turns bank statements into reports
Spot markets with account reporting and separate API permissions
Manual monthly planning with custom categories and repeating entries
Crypto transaction reconciliation with country-specific tax reports