Features
Cross-Account VisibilityMulti-Budget TrackingInvoicing, Billing & PaymentsReceipt & Expense ManagementProject & Time TrackingMileage TrackingAutomated Report CreationSmart InsightsPersonal & Business Taxes
Pricing
Learn
CommunitySupportAbout PalloBook a DemoAmbassador Program
Community
Start Now
Start Free TrialStart Now
Help center
/
Getting started

Getting started

Get started

Category
Getting started
Using Pallo
Connect bank accounts
Managing transactions
Profile & preferences

A Freelancer’s Guide to Saying No and Setting Boundaries

May 12, 2023

May 12, 2023

When you find your first freelance gig, it can be tempting to take on another one…and another one…and another one....

Read more

How to add a business to your Pallo account

March 29, 2023

March 29, 2023

You can add any type of business to Pallo (S-Corp, C-Corp, Partnership, Sole-Proprietorship, or unincorporated). Manage your accounting, finances, invoices, mileage tracking and time tracking for each business.

Read more

How to find tax savings with Pallo

March 20, 2023

Pallo will help you reduce your tax bill

March 20, 2023

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

Read more

How to reconcile / categorize transactions

March 17, 2023

How to reconcile / categorize transactions

March 17, 2023

Swipe right for personal, swipe left for business. Customize your swipes, reconcile for multiple businesses at once. Add tags, sort & filter to go faster.

Read more
Learn more

A Freelancer’s Guide to Saying No and Setting Boundaries

May 12, 2023
May 12, 2023

When you find your first freelance gig, it can be tempting to take on another one…and another one…and another one....

Read more

How to add a business to your Pallo account

March 29, 2023
March 29, 2023

You can add any type of business to Pallo (S-Corp, C-Corp, Partnership, Sole-Proprietorship, or unincorporated). Manage your accounting, finances, invoices, mileage tracking and time tracking for each business.

Read more

How to find tax savings with Pallo

Pallo will help you reduce your tax bill

March 20, 2023
March 20, 2023

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

Read more

How to reconcile / categorize transactions

How to reconcile / categorize transactions

March 17, 2023
March 17, 2023

Swipe right for personal, swipe left for business. Customize your swipes, reconcile for multiple businesses at once. Add tags, sort & filter to go faster.

Read more
Load more

© 2024 BMG Technologies Inc. (dba Pallo). All rights reserved. Various trademarks held by their respective owners.

Terms & Conditions

Privacy Policy

FEATURES
Cross-Account VisibilityMulti Budget TrackingInvoicing, Billing & PaymentsReceipt & Expense ManagementProject & Time TrackingMileage TrackingAutomated Report CreationSmart InsightsPersonal & Business Taxes
LEARN
CommunitySupportAbout Pallo
PRICING
Plan Comparison
CONNECT
Book a DemoTwitterFacebookInstagramLinkedInTikTokTax Terms of Service
FEATURES
Cross-Account VisibilityMulti Budget TrackingInvoicing, Billing & PaymentsReceipt & Expense ManagementProject & Time TrackingMileage TrackingAutomated Report CreationSmart InsightsPersonal & Business Taxes
LEARN
CommunitySupportAbout Pallo
PRICING
Plan Comparison
CONNECT
Book a DemoTwitterFacebookInstagramLinkedInTikTok

© 2023 BMG Technologies Inc. (dba Pallo). All rights reserved. Various trademarks held by their respective owners.

Terms & Conditions

Privacy Policy