Once you are signed in and verified, everything you do with money starts from the dashboard. This is where each thing lives.
- Accounts and transactions: your balances, account details and a searchable history of every payment.
- Send, Pay and Deposit: pay a beneficiary, pay a request or a QR code, or share your details so someone can pay you. See Send money and request payment.
- Cards: issue virtual and physical debit cards for your team. See Issue and manage cards.
- Approvals: payments and receipts that are waiting for someone with the right role.
- Invoices, Purchase orders and Receipts: the paperwork behind your spending. See Receipts.
- Statements: monthly statements and custom exports.
- Team and Settings: invite people, set payment rules, turn on two-step sign-in and manage notifications.
- Athena: ask a question or tell it what you want done. See Athena.
Some features stay locked until identity verification is approved, and the app says so on screen. See Verify your identity.