YOUR PRIVATE FINANCIAL WORKSPACE

See the whole picture.

Your accounts, work spending and company claims. Connected, not mixed.

YOUR PRIVATE WORKSPACE

Welcome back.

Use a short-lived session issued by your trusted operator. This migration workspace does not use the legacy app’s shared identity.

SSO integration is still pending. Never paste a token into a URL or chat.

SOURCE EVIDENCE

The source. Not a guess.

Selected statement row

Only the selected evidence is shared with finance.

COST ALLOCATION

One payment. Different purposes.

The bank movement is unchanged. Your accepted correction is protected from stale agent work.

SAVED VIEW

How this view is shown

Glyph, colour, position and whether it opens by default. The filters themselves are unchanged.

MERCHANT RULE

New rule

A rule changes nothing by itself: it decides waiting purchases only when you apply it. The preview below follows what you type.

PREVIEW AND APPLY

Rule preview

Your workspace. One shortcut away.