Be efficient, maintain controls, and always be audit ready

Review, investigate, and action on exceptions in a single place, while upholding financial controls and audit standards.

Investigate mismatches, resolve issues, maintain financial accuracy

Be efficent and organized with your transaction investigations. No more pieceing together documentation for audits. Maintain a full paper trail of all actions for investigation reconciliation issues.

Workflow & approvals

Full audit logs

Exception handling tools for fast resolution

Manage your financial operations with ease

No more spreadsheets, statuses, or messages with "whats the context". Identify, investigate, and resolve issues in a single system, purpose built for financial operations teams

Unify your team, maintain context, and focus on what matters most

Stay organized and efficient, prioritize, and always maintain context. Quickly understand priority with intuitive workflow management.

Maintain controls and auditability

Know the source and context behind every financial action.

A Guide to Financial Reconciliation, Part III: How to Reconcile ACH Transfers

In this post, we explore how fintechs reconcile ACH transfers across ledgers and bank accounts.

Global Money Movement, Part I: The Basics of Multi-Currency Transactions

In this post, we cover the basics of multi-currency transactions for those looking to begin storing and moving funds across borders.


Welcome to the new era of financial ops