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Batch payments with NACHA/CSV/XLSX exports, duplicate shield, readiness scoring, settlement tracking & AI insights

Cash-basis sales tax report with XLSX export, presets, refunds toggle, smart buttons.

Customer statements, aging buckets, portal self-service, email distribution & AI insights

Finance KPIs with AI insights, cash burn/runway, weekly summaries, CSV export, and configurable KPI ranges for journals

AI-powered journal entry reconciliation with configurable write-offs and dashboards

Automate finance charge policies with preview/approval, tiered rates, waiver rules, AI health insights & CSV export — built for AR teams

GL, TB, Aging & Financial Reports with AI commentary, multi-sheet Excel, presets, email scheduler & smart buttons

Professional financial reports with presets, drill-down, XLSX/PDF/CSV exports, favorites, kanban filters & AI insights

Automate late fees, interest, and AI-powered risk analysis for overdue invoices with grace periods, caps, and customer opt-out.

Automate late fees, compounded interest, and AI-driven penalty insights with customer opt-outs, grace periods, and analytics dashboards

Invoice PDFs with branded themes, watermarks, signature blocks, QR payments, aging summaries & AI quality checks

Streamlined finance menus, lock dates, KPIs, quick filters, and pro shortcuts

OFX/CSV imports with ZIP batch uploads, duplicate filtering, timezone normalization, AI pre-analysis hooks & journal-level policies

Enhanced financial PDF/XLSX reports with presets, email sending, scheduling, and drilldowns

Payeezy with KPIs, refund/void console, auto-reminders, and shareable receipts.

Automated payment reminders with templates, dashboard, statements, and daily scheduler

QIF bank import with smart preview, payee rules engine, duplicate detection, scheduled folder import & AI insights

Three‑way match with tolerances, approvals, alerts, receipts, and dashboards — release vendor bills to pay with confidence

HR appraisals with goals/KPIs, competencies, dual sign-off, PDF report, smart buttons, and KPIs.

Real-time attendance dashboard with KPI tiles, calendar heatmap, working hours, overtime, leave summary, interactive charts, Excel/PDF exports & email summaries