Evergreen Reporting

Always Live.
Always Available.

Your financial data is already in the system. Evergreen Reporting turn it into useful, up-to-date reports whenever you need them.

Get Started See How It Works →

Features

Always-Current Documents

Treasury Reports

Executive summary, holdings by account, entity breakdowns, and detailed positions. Real-time PDF for board directors, investors, and stakeholders.

Officers & Directors

Key people in the organization: names, roles, and appointments. Ready for legal filings, compliance applications, and stakeholder reports.

Payment History

Complete transaction record across all accounts and rails, onchain and off-chain. Filterable by date, entity, account, and payment type.

Always Expanding

The library grows with the platform. Entity summaries, compliance snapshots, account statements, and more, generated from data already in your system.

Full Financial Visibility

No More Blindspots Between Quarters

Most financial systems only give you reportable data four times a year. Evergreen Reporting give you continuous, granular reporting from live data, accessible at any moment.

Live: generated from current data, not cached exports
Continuous: access at any moment, not just end-of-quarter
Auditable: a clear record of what was reported and when
Legible: formatted for humans, not just machines

Evergreen Excel spreadsheet with live financial data

Board Report document generated from live financial data

Evergreen Reporting dashboard showing live financial reports with full visibility across accounts

Premium Reporting

We'll Build Exactly What You Need

For organizations with unique reporting requirements, we offer white-glove document creation as a premium service.

Custom Templates

Reports structured to your board, investor, or regulator specifications.

Any Format

PDFs, CSVs, or live views. Each document in the format that fits.

Dedicated Support

Our team builds, refines, and maintains your custom reports.

How It Works

Work Now, Download Whenever

1

Work Now

Use Mezzanine as usual. Your accounts, transactions, contacts, and entities sync continuously in the background.

2

Generate Instantly

Whenever you need a report, select a document type. It's auto-generated from current data. No waiting, no manual compilation.

3

Download Whenever

Grab it as a PDF, CSV, or live view and share with stakeholders, auditors, or your team.

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

See pricing →

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