All Assets in
One Place.
View and manage all your assets in one unified dashboard. Aggregated, real-time balances across all bank accounts, exchange accounts, multisigs, custodians, and more. All money in one place.
All assets across every account and entity in one table. Balances, allocation percentages, and 24-hour price changes at a glance.
Drill into each connected account: multisigs, exchanges, and bank accounts, with per-account totals and portfolio weights.
Your cash position separated into fiat and stablecoins. Know exactly how much liquid capital you have, across every account.
Everything Your Treasury Needs, Out of the Box
Financial Dashboards
All assets, every account, one table. Balances, allocation percentages, and 24-hour price changes at a glance.
Organizational Views
Filter by entity or account. See your entire organization or drill into a single fund, treasury, or operating company.
Cash and Stablecoin Support
Dedicated view separating fiat and stablecoins. Know your liquid cash position instantly, across every account.
Spam Filtering
Toggle out dust and spam tokens with one click. See only the assets that matter to your organization.
CSV Exports
Download your holdings anytime. Feed into accounting systems, spreadsheets, or any downstream workflow.
12,000+ Institutional Integrations
Connect Safe multisigs, Coinbase Prime, Mercury, Bank of America, Chase, Brex, and thousands more, all in one view.
Multi-Everything Just Like You
Modern organizations need to move and manage modern money. That's why Mezzanine is multi-everything.
Automatic Reports for Stakeholders
Generate real-time PDF treasury reports for board directors, investors, and key stakeholders. Always up to date. Always accessible. Never stale.
- Executive Summary: total assets, cash positions, and active accounts at a glance
- Holdings by Account: every account ranked by value with portfolio percentages
- Breakdown by Entity: assets grouped by entity for organizational clarity
- Detailed Holdings: full line-item register across all positions
Three Steps to Asset Visibility
Connect Accounts
Link your Safe multisigs, exchange accounts, and bank accounts. Over 12,000 integrations supported.
View Everything
See consolidated assets, per-account breakdowns, and cash positions, all in real time.
Take Action
Export reports, filter by entity, and manage your treasury from one unified dashboard.
Included on every plan. Transactions cost 0.5% on Pay as you go and 0.0% on flat-fee plans.
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