Cross account visibility and management
Aggregate and manage all your bank accounts in one place. Get an instant picture of your treasury and effortlessly move money.
As your startup has grown, staying on top of your cash has become harder
As a founder, building your business takes priority. Traditional banking products take time away from founders on actually building their businesses. Bad UX, high minimums and manual processes are preventing founders from the potential of earning tens or hundreds of thousands of returns on their idle GBP, EUR and USD.
Your cash is spread across different bank accounts.
Logging into banks to make payments is cumbersome.
There’s no easy way to know if a certain payment has already been made.
Connect all your bank accounts in one single real-time view
Achieve absolute clarity. Consolidate all your business bank accounts into a single, reliable source of truth. Then link Round to a Google Spreadsheet to get all your connected bank balance pushed directly into your cash flow forecast in real-time.
Move money like magic
Do away with logins. Effortlessly move money between all your accounts from a single centralised portal without having to log into the underlying bank accounts.
Search for transactions across all your accounts simultaneously
With our smart search, you can find any transaction in a single click across all your bank accounts. Quickly understand whether a payment has been made already or not.
Have some questions?
You can generate three reports at any time:
- Portfolio Summary: an overview of all the funds currently on our platform.
- Transaction History: lists all movements on the account, for any period, including details of charges made.
- Interest Received: summarises all the interest received across all the products in the Portfolio.
Can’t find the answer you’re looking for? Feel free to get in touch with us.