Cash Visibility

All your cash positions.
One single view.

Every bank, every account, every transaction - never build a manual cash positions again.

Unified Cash Management

From cash chaos to
Treasury Intelligence

Simply connect your bank accounts

Automatically sync and consolidate cash data from all your bank accounts in one platform.

All your cash data in one place

View balances across banks, currencies, and entities with real-time accuracy.
Unified Intelligence

Complete cash visibility in one platform

Can we change this to unlock additional value with vetted counterparties

See every movement

Track every inflow and outflow across your accounts with total visibility.

Find what matters fast

Cut through the noise and focus on the data that drives decisions.

Bring order to your data

Group and categorise transactions to spot patterns and stay organised.

Platform features
The best in class tools

Confirmation upload

Drag and drop your pdfs into the platform

Expiry calendar

Get a clear overview of your upcoming expires

Scenarios anaylsis

Create scenarios to see how your portfolio performs whent the market moves

Live Valuations

Your portfolio and trades independently valued keeping in line with Regulatory and Accounting Standards

Liquidity pool

A robust and comprehensive liquidity pool designed to meet your needs in the FX market

Dervi Ai

Unveil the cost behind complex transaction cost.

Cash Visibility

Frequently Asked Questions

What is “Cash Visibility”?

It gives you a consolidated, real-time view of cash positions across all your banks, entities, and currencies — in a single dashboard.

How does Bracket get my bank balances and transactions?

Through secure bank integrations, we automatically fetch account balances and transactions for all connected accounts.

Can I include multiple currencies and entities?

Yes, Bracket supports multi-entity, multi-currency setups so you see aggregated and individual views across your business.

How frequently is the data updated?

Data is refreshed periodically (depending on bank connectivity and API constraints). Many accounts update multiple times per day; some may update in real time or near real time.

What happens if a bank feed fails?

You will receive alerts or warnings, and you can manually upload or correct missing data while support investigates reconnection.

Step into the future with modern treasury