All your assets, in one view.
Banks, Safes, wallets, exchanges and custodians, across every entity. See what you hold in total, then which account holds it.
Everything you hold, in one place
Your balance sheet, one row per asset. Open any asset to see the accounts that hold it.
Try it Open an asset to see which accounts hold it.
All Assets
5 assets held across 7 accounts, 6 kinds · 2 entities
- Treasury Safe1,250,000
- Universal Account600,000
- Ops Safe320,000
- Exchange account150,000
Account by account
Every kind of account you already have, and exactly what you can do with each.
| Account | Connects through | What you see | Paying from it |
|---|---|---|---|
| Universal Account | Opened for you, with a business verification | Balances and full history | Sent from Mezzanine, after your approval rules |
| Bank account | Plaid, or routing and account numbers | Balances | Stays in your bank's own portal |
| Safe | Auto-detect, paste an address, or create one | Balances and full onchain history | Your signers sign, to the Safe's threshold |
| Exchange | Read-only API keys | Balances | Stays at the exchange |
| Custodian | Added by hand, so it still counts in your totals | Balances | Stays with the custodian |
| Wallet | Connect it (MetaMask, Rabby, WalletConnect), or watch any address | Balances | A connected wallet signs and sends; a watched address only reports |
Across every entity, without the noise
Each account carries the entity that owns it. See the whole organization at once, or filter to one company.
Airdropped and unrecognised tokens are hidden by default, so the totals show what you actually hold. Let one through, or block it for good.
Ready when the board asks
Generate a board report as a PDF from the same balances, whenever someone asks. It is built from what you hold at that moment, so it is never a quarter out of date.
- Executive Summary: total assets, cash and stablecoin holdings, and active accounts
- Holdings by Account: every account, ranked by what it holds
- Breakdown by Entity: each account listed under the entity that owns it
- Detailed Holdings: a line for every position
Or download every holding as a CSV for your accountant or your own spreadsheet.
Board report · PDF
Executive Summary
Holdings by Account
Breakdown by Entity
Detailed Holdings
Then see where it is heading
Switch to Projected and every payment that is drafted, awaiting approval or executing is netted off, account by account. You see what each account will hold once it all clears.
See Financial ProjectionsUniversal Accounts are provided by 1Money USA, Inc. Mezzanine is a Referral Partner of 1Money.
