Finance Manager
Most companies know what is in the account today. Far fewer know what will be in it four months from now. The Finance Manager brings all accounts together, factors in recurring payments and instalments, and answers the question that matters: will it be enough?
This product is in development and is not yet available for purchase.
Every account in one place
Business and private accounts, credit lines and instalment loans in a single overview, across banks.
Twelve months ahead
Recurring payments, instalments and known fixed costs turn a snapshot into a forecast.
Foreign currencies
Accounts in other currencies are converted into the total at the current rate.
No retyping
Transactions are read in automatically. That — and only that — is what account access is needed for.
How we handle account data
- Account access is strictly read-only.
- The Finance Manager can neither initiate nor alter payments.
- Access runs through the interface of a licensed account information service, not through stored online banking credentials.
- Processing and storage take place on servers in Germany.
- There is no sharing with third parties and no evaluation for advertising purposes.
Let us talk about your case.
Tell us which systems you run and where things get stuck. The first conversation is free.