Every account in one balance
Connect each bank and card once and CX Cash rolls all of them into a single consolidated figure: operating, payroll, reserve, every account. No more tab-hopping across portals to add up your own money.
Cash & treasury
Know exactly how much cash you have across every account, in real time
CX Cash pulls every operating, payroll, reserve and FX account into one balance, normalizes the currencies, and keeps it current so the number on screen is the number in the bank.
CX Cash
Total cash
$4.82M
Accounts
6
Net 30-day
+$310K
Currencies
3
Consolidated balance · 90 days
▲ +7.4%| Account | Balance |
|---|---|
| Mercury · Operating | $2.41M |
| SVB · Payroll | $0.92M |
| Brex · Reserve (USD) | $0.86M |
| Wise · EUR | €0.38M |
| Wise · GBP | £0.21M |
Your cash is scattered, so nobody actually knows the number
Operating in Mercury, payroll in SVB, a reserve at Brex, EUR and GBP sitting in Wise. To answer 'how much cash do we have?' someone logs into five portals, copies five balances into a sheet, converts the foreign ones at whatever rate they grab off Google, and sums it up. By the time it's done a wire has cleared and the total is already wrong. You end up steering a seven-figure burn off a number that's a day old and assembled by hand.
What you can do
Multi-currency, normalized
EUR and GBP balances get converted to your reporting currency at live rates and held alongside the originals, so you see both the €0.38M and what it's actually worth today, without anyone fat-fingering an exchange rate into a cell.
Net cash movement, tracked
See the consolidated balance move over 90 days and the net change over the last 30, so a drift down shows up as a trend you can act on instead of a surprise at month-end.
6 accounts
consolidated into one balance
3 currencies
normalized to your reporting currency
Live
updates as balances change
Onboard in three steps
- 01
Connect your accounts
Link your banks and cards: Mercury, SVB, Brex, Wise and the rest. Balances flow in automatically, and there's nothing to map or maintain by hand.
- 02
See one consolidated number
Every account lands on a single dashboard with currencies normalized, so the total cash figure is right the moment you open it.
- 03
Watch it move
Track the 90-day balance trend and 30-day net change, and drill into any account to see what drove the swing.
Early access
Be first to use Cash position analysis
Drop your email — we'll invite you to test Cash position analysis with your own numbers and tell you the moment it's live. No spam.
Go deeper on Cash & Treasury Management
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Too Much Cash on the Balance Sheet: Why an Idle Pile Plays No Note
- Cash & Treasury Management
Where to Park Idle Startup Cash: Choosing Your Anchorage Between Safe Harbor and Open Water
Questions
Which banks and accounts can I connect? +
Operating, payroll, reserve and card accounts across the providers founders actually use: Mercury, SVB, Brex, Wise and others. Each connects once, then balances sync on their own with nothing for you to re-key.
How does multi-currency work? +
Foreign balances are kept in their native currency and also converted to your reporting currency at live rates. You see both the original €0.38M or £0.21M and its current value, so the consolidated total is apples-to-apples without a manual FX step.
How current is the consolidated balance? +
It refreshes as balances change, so the figure on the dashboard tracks what's actually in your accounts rather than where things stood the last time someone updated a spreadsheet.
Can I see how my cash moved, not just where it sits? +
Yes. The dashboard shows the consolidated balance over the last 90 days and the net change over 30, and you can open any single account to see the inflows and outflows behind the shift.