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Organize close tasks, investigate balances and reconcile cash

Thai cloud accounting with ledger and bank reconciliation

Retrieve financial series, indicators and market news through APIs

Business cash flow, budgets and financial reporting

Connect merchant payments across online and in-store channels

Use a common API structure across financial asset classes

Connected budgets, workforce plans and scenarios with configured finance support

Research markets through connected data, news and analytics

Screen stocks and compare fundamentals beside portfolio exposure

Bring market research, news and security monitors into one workspace

Managed books and a connected dashboard for cash and business performance

Compare stock fundamentals, valuation assumptions and portfolio income

Enter planning assumptions directly in Power BI and Excel

Embed investing through account, funding and brokerage APIs

Connect professional-services pipeline, delivery, staffing, financials, and billing.

Coordinate customer implementations with project plans, client visibility, and services operations.

Advisor CRM connecting client communication, meetings and policy context

Combine historical prices, fundamentals and financial news in data projects

Free shared household records with a financial month you can adjust

Find adaptable drawings for everyday business and explanatory content

Feed applications with market prices and company fundamentals

Financial-sector stories and analysis

Stock financials and screening with optional paid downloads and alerts

Canadian digital banking with no-fee daily chequing and account alerts