Counterparty, requests, documents
One card shows who the deal is with, how much has moved under it, which requests belong to it and which files support them.
The platform
Everything connected. Nothing unnecessary.
A considered workspace for financial operations, documents, balances and transaction activity.
01 · Dashboard
A clearer view of your finances.
Access balance overviews, recent activity and important actions from a single dashboard. Select a point to see what each part of the screen does.
02 · Deals
Deals keep the whole relationship in one place.
A deal groups everything that belongs to one commercial relationship or contract: the counterparty, the requests made under it, the supporting documents and every status change. Select a deal to open it.
DealsNew deal
What a deal holds
Deal vs. request
The context around operations
A request is a single operation, such as one outgoing payment. A deal is the contract or relationship that several requests belong to.
Why it helps
Answers in one place
When a question comes up months later, the answer sits on the deal: which invoice, which request, which status, and when it changed.
03 · Documents
Documents where they belong.
Organise invoices, contracts and supporting files alongside the operations they relate to.
- Deal Docs. Invoices, contracts and confirmations, each linked to the request or deal it supports.
- Compliance. Company records shared during onboarding, kept in one company file.
- Grouped by period. Browse by month or quarter when you review past activity.
04 · Send & Receive
Every request. One clear workflow.
Create and manage transaction requests, submit supporting information and follow status updates.
Draft
The request is being prepared and can still be edited.
Submitted
Details and documents have been sent for review.
Pending
The request is being processed. Updates appear on the request.
Need Action
Something is needed from you, such as a document or a confirmation.
Completed
The request is closed and stays in History with its documents.
05 · Exchange
Clarity before confirmation.
Review an available quote and its terms before submitting an exchange request. Follow its status within your workspace.
- See the quote first. The rate, the estimated amount and the terms appear before you confirm.
- A clear validity window. Each quote shows how long it is valid for.
- Status in one place. The exchange request appears in your activity like any other request.
06 · History & Need Action
Nothing gets lost.
History keeps the full record. Need Action keeps the short list of what is waiting on you.
History
Filter past requests by period, currency, status or deal, and open any of them with its documents attached.
Need Action
A missing file, a detail to confirm or a statement to review. Each item links straight to the request it belongs to.
A private platform, built around real workflows.
Access is by introduction. Tell us about your operations and our team will review your enquiry.