Link your bank account(s) to Pallo to manage your business & personal finances, accounting and tax
Pallo can be used to manage your finances, accounting & tax for you personally and for multiple businesses. There is a quick way in Pallo to switch between the various views.
You can send and manage invoices for multiple businesses within Pallo. Get paid via Stripe, PayPal, Venmo, Zelle, Cash App, ACH or Wire.
You can get reimbursed from your client for your expenses by adding a transaction to your invoice really easily. Simply click add item, click expenses, click the expenses you want reimbursed, click add selected expenses. And you're done!
You can split a transaction by clicking into a transaction and then clicking "Split transaction". Splitting a transaction allows you to allocate parts of a transaction to multiple business(s) or category(s).
You can generate a profit & loss (P&L) statement in Pallo for any of your businesses in Pallo. Simply go to more, go to reports, select the business, then select the time period and generate the report.
Use Pallo to estimate your refunds, run different scenarios to see what saves you the most money, find the maximum deductions and understand whether complex or standard deductions are best for you
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