Help & how-to
Short, plain guides to every part of the platform. Each one explains what a screen is for, how it works, and a worked example where a number would otherwise be abstract.
New here? Start with Getting started. Anywhere in the
platform, hover the small icons for a one-line
explanation, or ask the assistant at the bottom right.
Getting started
Getting started
What this platform is, and how to move around it.
How real is this?
For the skeptic in the room: what actually works versus what is illustrated.
Core banking
Payments & four-eyes
Draft, approve and settle a payment — with the controls a bank requires.
Cash, liquidity & the ledger
Where balances live, how cash is pooled, and the ledger underneath it all.
SWIFT gateway
A genuinely live lookup: a real IBAN to a real bank and BIC.
AI Treasury Copilot
An agent that proposes liquidity moves — and is never allowed to move money on its own.
Sustainable finance
ESG dashboard
Environmental, social and governance standing, tracked monthly.
Green deposits
Put excess cash to work in certified green instruments.
Sustainable supply chain finance
Cheaper financing for suppliers that hit their ESG targets.
Group treasury
Multilateral netting
Collapse hundreds of intercompany payments into a handful.
In-house bank
The group treasury acts as a bank to its own subsidiaries.