The client portal
Your whole treasury, on one screen.
Balances, batches, approvals, recipients, bills and reporting, for the whole team, with permissions that match how your finance function actually works.
Portal overview
Everything the finance team asks for
Real-time balance
One CAD wallet, updated the second money moves, with no overnight lag, no statement reconciliation to guess from.
Batch uploads
Drag a CSV, see row-level validation before anything leaves, and track the batch to completion.
Approval queues
Payments above your threshold wait for a second pair of eyes, with mobile-friendly approvals.
Recipient library
Validated payee records shared across rails, with change history on every account detail.
Bill scheduler
Calendar view of every upcoming remittance and its funding requirement.
Reporting & exports
Daily statements, per-rail summaries, custom date ranges, in CSV or by API.
Audit log
Immutable record of every action taken by every user, exportable for your auditors.
Team management
Invite staff, assign roles, enforce SSO and two-factor authentication.
Notifications
Email and webhook alerts on settlement, returns, low balance and approvals pending.
Roles & permissions
Nobody moves money alone
Assign roles per user, set approval thresholds per rail, and keep an immutable audit log of every action.
Viewer
Sees balances, transactions and reports. Cannot create or approve anything.
Initiator
Creates payments and uploads batches. Cannot release funds.
Approver
Releases payments within assigned limits, per rail.
Administrator
Manages users, thresholds, API keys and webhook endpoints.