Contacts

One Address Book for Your Entire Financial OS.

Add contacts in once, and they auto-populate everywhere automatically. Teammates, investors, vendors, service providers, and more, ready wherever you need them.

Contacts dashboard showing organization contacts with roles, tags, and linked apps

Built for Trust and Speed

Add Once, Use Everywhere

Add a contact with their name, wallet, and bank details. Every app in Mezzanine can reference them instantly.

Bulk Upload

Import hundreds of contacts from CSV. Map columns, resolve duplicates, and get your address book migrated in minutes.

Auto-Detection & Extraction

Upload an invoice and Mezzanine extracts the counterparty. New contacts are suggested automatically. Review and confirm.

Customizable Tags & Roles

Label contacts as Vendor, Member, Director, Investor, Service Provider, or any custom tag. Roles determine where contacts appear.

Automatic Wallet Screening

Addresses are checksum-validated and screened against OFAC sanctions lists automatically before they can be used in any payment.

Additional Manual Verification

Mark contacts as manually verified after your own due diligence. Verified status carries across the entire platform.

Team Members
Your organization's people
AdminSupportMember
Contractors
Onboard once, pay every cycle
CompensationPayroll
Directors
Board and governance participants
GovernanceApprovalsReports
Service Providers
Lawyers, accountants, and advisors
AccountantLawyerOperations
Vendors
Companies you pay for goods and services
Bill PayInvoicesQuick Pay
Investors
People and orgs who fund your company
FundraisingDistributions
Roles

Roles That Route Themselves

Tag a contact once and they automatically appear in every app that needs them. All the right people in the right place without re-entry.

Automatic Syncing & Screening

Synced & Screened, Automatically

As you upload invoices, receive payments, and more, contact information is detected, extracted, and screened automatically.

Contact DetectedExtracted from uploaded invoice
Wallet Address Added0x1a2B...c4D9 · Submitted by Bo Wu
Checksum ValidatedSystem · Automatic · Passed
OFAC ScreenedSystem · Automatic · Clear
Manually VerifiedDavid Park · Reviewed KYC docs
Ready for PaymentsContact active across all apps

Add Once, Use Anywhere

1

Add Contacts

Enter their name, wallet address, and bank details. Or upload a document and Mezzanine extracts them automatically.

2

Tag Roles

Label them as Vendor, Investor, Director, Contractor, or any custom tag. One contact can hold many roles.

3

Use Anywhere

Every app in Mezzanine references the same contact record. No re-entry, no duplicates, no drift.

Included on every plan. Transactions cost 0.5% on Pay as you go and 0.0% on flat-fee plans.

See pricing

Ready to futurize financial operations?

Get started with Mezzanine and consolidate your contacts in minutes.