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Using Pallo
Connect bank accounts
Managing transactions
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How to group transactions / reconcile all transactions for a vendor in one swipe

March 17, 2023

March 17, 2023

With Pallo you can reconcile all transactions belonging to a vendor in a single swipe

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How to add a bank account

March 17, 2023

March 17, 2023

Link your bank account(s) to Pallo to manage your business & personal finances, accounting and tax

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How to switch views between business & personal

March 17, 2023

March 17, 2023

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.

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How to create an invoice

March 17, 2023

March 17, 2023

You can send and manage invoices for multiple businesses within Pallo. Get paid via Stripe, PayPal, Venmo, Zelle, Cash App, ACH or Wire.

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Previous

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....

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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.

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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

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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.

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

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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