Why cash visibility lags
Cash position is usually assembled by hand from bank portals and spreadsheets, so it's stale the moment it's built — and a multi-bank, multi-entity setup makes it worse.
How Entity keeps cash live
Agents connect to your banks, pull balances and transactions daily, reconcile them against the ledger, and maintain a single consolidated, to-the-day cash view across your entities.
Grounded and current
The number is grounded in reconciled ledger data, not a manual snapshot, and it updates as transactions land — so it's both current and auditable.
Questions
Does it work across multiple banks and entities?
Yes — agents pull and consolidate across your banks and legal entities into one current view.
How current is the position?
To the day — it updates as transactions are pulled and reconciled, rather than being rebuilt by hand.