All your assets in one view.
See what you hold in total, then which account holds it. All your banks, Safes, wallets, exchanges and custodians, across every entity.
One balance sheet for everything.
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
Same accounts. New capability.
You can now do more with all the accounts you already have.
| 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 |
See your whole business, or one piece of it.
View balances across your entire organization or drill into a single entity. Every account is tied to its owner. You get to choose which assets to include or block permanently, and unwanted airdrops and unrecognized tokens are hidden by default.
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.
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 It is built from what you hold at that moment, so it is never a quarter out of date.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
