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Spending-history analysis with manual budgets and paid bank connections

Free desktop budgeting with editable category plans and transaction rules

Sales visit plans with route or customer assignments and recurring schedules

Brazilian business banking with Pix and configurable boleto collections

Crypto broker, wallet and exchange services in one app

Bitcoin buying with scheduled purchases and automatic wallet transfers

Bitcoin purchases from spending roundups or a fixed schedule

Connect multiple gateways with subscription billing and reporting

Accounts with Spaces for budgets and recurring bills

Canadian member banking with free everyday chequing and digital bill payments

Payable invoices, payment links and checkout tools for UAE merchants

Indian corporate accounts with user limits and scheduled payment instructions

Track defined KPIs, targets and changes through dashboards and scheduled reports.

Email automation with distinct immediate and recurring enrollment

Coordinate the close with task ownership, reconciliations and journal review

Turn screenshots into branded graphics for product communication.

Advisor CRM workflows linked to a contact, opportunity or project

Social engagement and reputation workflows with shared reports

Lifecycle journeys with explicit entry timing, re-entry and exit rules

Performance cycles with review templates, feedback, and calibration

Email verification with selectable retry depth and daily recurring credits

Contact records and sales pipelines with configurable follow-up automations

Venue email automation with POS-connected birthday offers and recurring campaign options

Email campaigns and triggered scenarios with an integrated content editor