Grid Pattern

Insights

Global cash visibility

See every balance, every currency, in real time.

Dashboard illustration

Your treasury, at a glance

Live widgets show balances by currency, FX positions, cash burn, and yield performance — all customizable to what matters most right now.

Customizable dashboards
Balance by currency
FX exposure tracking
Cash runway
Yield performance
Cash Runway

Your cash runway in months

13 months

View runway

Cash Flow

Net cash position · Fiscal year

+$47,283

View cash flow analysis

Account Balances

Combined balance from 2 accounts

$78,642

View account balances

Profit & Loss

$43,156 · Fiscal year · Net

See detailed analysis

Revenue Summary

Net revenue · Fiscal year

$124,789

View revenue trends

Outstanding Invoices

You currently have 2 unpaid and $4,237 in outstanding invoices

View all invoices

Automated treasury reports

Get automatic summaries showing how cash positions, FX exposure, yield, and payment volumes changed since the last period.

Scheduled reports
Cash position changes
FX rate movements
Email and Slack delivery
PDF export

What's the FX outlook this week?

Anomaly detection and alerts

Unusual movements in balances, FX rates, or payment patterns are flagged and explained so you catch issues before they become problems.

Balance anomalies
FX rate alerts
Payment pattern detection
Period comparisons

Monthly Burn Rate

Current
Average

Understand your week, hands-free

Your weekly summary is also available as a short audio overview you can listen to instead of reading.

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Your entire treasury, one platform

Less admin. More focus.

45 minutes per week

Receipts arrive late, get lost, or need follow-ups.

1 hour per week

Categorizing, fixing duplicates, and making numbers line up.

Built alongside our users

Free forever.

Buffer

Everything you need, completely free

Free

No credit card required

•Everything in Starter
•10 banks · 50 invoices/mo · 100GB storage
•Custom transaction categories
•Invoice templates
•Customer portal
•Advanced AI insights
•Shareable report and document links
•API and MCP
•Priority support
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Best for getting started

No setup fees