AI Assistant, Banking Ledger, promissory notes, and more
Read growth, movement, income, and comparisons by period
A complete record of every capital event in your banking system
Track notes receivable and the income they generate
Read growth charts, income timelines, capital flow, and portfolio trends
Correct or remove a logged cash flow and keep the banking ledger in sync
Update the current value of a syndication or fund deployment
Bring an in-progress note or deployment up to date in one operation
Send interest and principal to a loan, a PUA deposit, or cash
Export bank-style statements from your Banking Ledger