Connected Dashboard

Financial command and control

Connect all your bank accounts, ERPs and accounting software to create a multi-entity dashboard that functions as your financial command centre.

One Dashboard

One integrated finance dashboard to do it all

No more logging into multiple accounts, software, or spreadsheets. From checking balances to making payments to managing FX, see and do it all in one treasury dashboard.

API Integrations
Smash the silos

Get fragmented systems – even across different entities – speaking to each other. Connect bank accounts, payment systems, accounting software and ERPs for an always-on, automatically-synced view.

Realtime data sync
Unite your data

No more fetching, cleaning and reconciling numbers. With purpose-built architecture keeping all your systems integrated in a single dashboard, disparate financial data becomes connected and contextual real-time intelligence.

Cash visibility
See the big picture

Get a consolidated view of your balances, receivables, and financial transactions. Track and forecast cash flow confidently with unified cash visibility in one connected dashboard.

AR & AP Automations
Automate the grind

Replace manual invoicing and payments with intelligent workflows that streamline and automate AR/AP, and reconcile data with your accounting systems.

Integrated Payments
One-touch transactions

Use Finmo’s multi-entity global payment network to make financial transactions across the world with a single connection. Or make frictionless payments via the Finmo dashboard without ever logging into your bank.

FX and investments
Optimize for tomorrow

Drive future value creation using forecasting and analysis to optimize working capital, reduce FX risk and invest surplus cash.

AI co-pilot
Need-to-know? Ask MO.

Find answers fast with MO AI, our specialist fin-ops co-pilot. Ask questions, get insights, make forecasts and take action using text or with simple voice-based requests.

Easy API integrations

Connect all your financial data

Forget old-fashioned legacy treasury systems that demand labour-intensive custom integrations, Finmo’s integrated dashboard is purpose-built for the modern finance stack. Smoothly connect banks, accounting systems, and ERP software via our easy-to-use APIs with minimal tech lift.

Banks and Payment Systems integration

Multi-entity integration lets you connect your existing accounts via API or manual upload to provide a consolidated view across every bank account and payment system at a group or entity level.

Key features

All Accounts in One View:

Aggregate balances and transactions across banks and payment systems without switching between portals.

Flexible Views:

Switch between a consolidated company-wide view or drill down to individual accounts.

Multi-Currency Visibility:

Track balances in local currencies or view everything in a single display currency.

Granular Control:

Decide which accounts to sync and monitor.

ERP & Accounting Software integration

Connect directly with your ERP and accounting software to keep cash data and payments in sync in real time. No more manual uploads or delays.

Key features

Seamless Data Exchange:

Instantly share data between your ERP/accounting systems and Finmo.

Receivables Management:

Automatically pull open supplier invoices into Finmo for payment scheduling.

Automated Payments:

Approve and send supplier payments at maturity directly from Finmo.

Reconciliation Made Easy:

Post cleared items back into your ERP for faster, cleaner reconciliation.

Make the invisible, visible

Get real-time visibility of your payables, receivables and cash position.


Try Finmo’s treasury dashboard today

Sign up to explore our dashboard for yourself.
Or book a demo to talk things through with our team.

FAQs
Frequently asked questions