We’d love to see some features accessible via mobile browsers, since our team often works on the go and the mobile app doesn’t currently offer full functionality.

We suggest simplifying access to frequently used actions — like Add Transaction, Add Payment, Add Expense, and Owner Adjustments — similar to how Add Lead is currently handled.

At the moment, some of these (like Owner Adjustments) are a few steps deep. Adding a dedicated button (e.g., next to Add Lead) would significantly improve workflow efficiency.