Directory
Your financial
"chat history"

View all your customer and vendor accounts and payment
history, plus subscriptions — all in one place.

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What you can do with Directory

Search for vendors, clients and subscriptions
01

Search for vendors, clients and subscriptions

Find entire transaction history
02

Find entire transaction history

Discover lifetime costs
03

Discover lifetime costs

Look for anything under the sun

Look for anything under the sun

Look for anything under the sun

Your Directory comes with powerful search that let's you look for entire transaction histories of your clients, vendors, and subscriptions

Know your clients and vendors

Know your clients and vendors

Know your clients and vendors

View their total outstanding balance, your lifetime earnings from them, average days to payment, and all their transaction history with your business.

Stay on top of your subscriptions

Stay on top of your subscriptions

Stay on top of your subscriptions

Keep afloat of your subscribed services and products. See their lifetime cost to your business and monthly average spend.