Our platform has grown, and so has your cash flow view. We’ve restructured key pages, simplified navigation, and made it easier to understand what’s happening across your accounts at a glance.

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What's new in the cash flow section

  1. Cash positioning: a clear, real-time overview of what’s happening in your bank accounts.
  2. Historic bank balances: see how your bank balances have changed over time, with a clear breakdown by account.
  3. Detailed account insights: see opening balances, average balances, # of transactions, and closing balances for each account.

What's changed in the navigation

  1. All sub-pages at the header: switch between reports faster, even when the side menu is collapsed.
  2. Clean settings structure: supporting pages like data settings, team tags, and custom categories are now grouped under Settings at the bottom of the navigation for easier access.
  3. Benchmarks now in Debt Funding: see benchmarks right next to your funding data to better understand how your terms stack up.