See the big picture, present and future.

Track holdings across accounts and entities, inspect the transactions behind them, and see the impact of upcoming payments before they're executed.

Account for what's coming.

See current and projected balances side by side, with upcoming bills, compensation, and transfers accounted for. Model different scenarios and easily adjust before committing funds.

Try it Untick a payment and watch the balances change.

Upcoming money movement

4 accounts · 5 payments in flight

Counted in the projection
Software subscriptionSettled yesterday · already in today's balance, not counted twice−4,800

Universal Accounts are provided by 1Money USA, Inc. Mezzanine is a Referral Partner of 1Money.

A closer look at projected balances.

Switch any view in All Assets to Projected to see how upcoming financial activity will affect your balances. Every projection is built from payments your team has actually created, not hypothetical transactions or expected income.

See All Assets

  • Every payment in flight

    Bills, recurring payments, contractor runs and transfers, from the moment they are drafted, through approval, until they execute.

  • Transfers net out

    Moving money between your own accounts changes what each account will hold, not what you hold in total.

  • Nothing counted twice

    A settled payment is already in the balance. Rejected, failed and expired payments drop out on their own.

Ready to run your finances on Mezzanine?

Bring the accounts you already have, set your approval rules once, and keep every payment on the record.

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