Financial history that maintains itself.

Mezzanine automatically files, organizes, and connects every document to the right payments, entities, and agreements. Everything stays current, searchable, and instantly accessible.

The whole picture no matter your starting point.

Mezzanine links documents and payments in both directions. Open a payment to see its paperwork, or a contract to see every payment made against it and what's still owed.

Nobody has to remember which folder something went in, or search a shared drive for a file name.

Try it Switch between the payment and the contract.

A Bill Pay payment of 48,500.00 USD to Nakamura Consulting for July retainer and Q3 discovery work, with its documents attached: invoice-1042.pdf, tagged Invoice, and the consulting agreement, tagged Contract

Contract · Versions

Consulting Agreement, Nakamura Consulting

  1. Consulting-Agreement-v3.pdf Aisha Rahman · 2026-08-12 Fee schedule updated for Q3 Current
  2. Consulting-Agreement-v2.pdf Jordan Chu · 2026-03-02 Term extended to March 2027 Previous
  3. Consulting-Agreement-v1.pdf Aisha Rahman · 2025-09-15 Signed original Previous

Never lose a version, or track of the latest.

Upload a new version and the old one stays exactly where it was, so you never have to wonder whether the copy in front of you is the latest, or what changed since the one you signed.

Each document keeps:

  • Who uploaded each version, when, and a note on what changed
  • The current version marked, every earlier one still there to open or download
  • Its own view and edit permissions, so a draft stays with the people drafting it

The day you need it.

  • At audit

    An auditor picks a payment. You show them the invoice and the signed agreement behind it, from the payment itself.

  • In a dispute

    Which version did you agree to, and when did it change? Every version is there, dated, without anyone digging through email.

  • When people change

    A new controller inherits the paper trail in the system, not in a former colleague's inbox.

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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