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Bring invoice payments, collections and cash forecasts into one finance workflow

Cash forecasts connected to bank and accounting records

Cash budgets and shared wallets, with optional connected bank accounts

Build an itemized invoice and download its PDF

Connect treasury cash views with reconciliation and incoming-payment allocation

Plan cash around invoice dates, bills and alternative scenarios

Connect recurring invoices with payment matching and customer follow-up

Recover undelivered invoices and match incoming payments to customer accounts

Prepare branded invoice PDFs and keep track of customer payments

Online checking with spending buckets and free cash deposits at Walmart

Convert tracked time, expenses and mileage into customer invoices

Philippine banking with scheduled bills and cash-pickup remittances

Carry billing inputs through approval, collection and payment matching

Normalized bank data for cash reporting and treasury accounting

Online stores with cash-on-delivery order management and configurable checkout fields

Schedule invoice reminders using connected accounting records

Connect business invoice terms with payment matching and collections

Share invoices, payment choices and dispute conversations with business customers

Managed books and a connected dashboard for cash and business performance

Digital business banking with scheduled payments and cash-flow controls

Finnish financial administration with reports and cash-flow planning

Goal-saving Pods and app banking with retailer cash deposits

Mobile checking with direct deposit and free cash deposits at CVS

US credit-union accounts with retail cash deposits through the mobile app