💡 HCB Mobile shows your organization's balance and latest transactions, so you can keep tabs on your finances from anywhere.

Open an organization to see its <b>balance</b> at the top and its <b>transactions</b> below, grouped by date, including pending ones.

If you belong to more than one organization, they all appear on your home screen. Tap one to open it, or press and hold to drag them into the order you like.

Checking the app is a quick way to confirm a donation came in, see a card purchase, or spot a transaction that still needs a receipt.

Viewing your organization's transactions and activity from HCB Mobile.

Check your organization on the go

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Check your organization on the go

What you can see

Multiple organizations

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