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.
Exporting your transactions from Pallo with your tag and category data allows you to dive deeper into your data in excel
It's always helpful to be able to organise yourself, to understand which transactions, invoices, trips and time are related to specific clients or projects. That's what tags is for.
Swipe right for personal, swipe left for business. Customize your swipes, reconcile for multiple businesses at once. Add tags, sort & filter to go faster.
With Pallo you can reconcile all transactions belonging to a vendor in a single swipe