“Balance Cash has been impactful to our business by enabling rapid transparency of account balances and transaction activities across our portfolio. Balance Cash has facilitated faster cash reconciliations, deeper granularity, and quicker decision-making by optimizing our cash management capabilities within complex entity structures.”
“Balance Cash gave us a window into dozens of previously invisible bank accounts across the country, on various platforms, in one dashboard. This access has led to better cash management overall and reduced risk.”
“Balance is a seamless platform that makes it easier to earn similar yields as CDs but with the flexibility of a money market account.”
“Balance allows me to quickly and safely invest funds at the highest available (institutional) yield while maintaining flexibility over access to my capital. Balance has been a lifesaver in helping me maximize the earnings on funds in my bank accounts.”
“What a great tool! As an owner operator we are benefitting each month from our idle cash.”
“Balance solved two problems for us at once: consolidated visibility across all our accounts and smart cash sweep options tailored to each SPV's specific needs — whether we are optimizing for liquidity, yield, or both. The team has been incredibly responsive, and customer service has been great. Highly recommend for anyone managing capital across multiple entities.”
TRUSTED BY MODERN FINANCE TEAMS
Connect your bank (5 minutes)
Verify your business (10 minutes)
Select accounts to sweep and set your target balance (2 minutes)
Sweep accounts opened under your tax IDs
Automated sweeps activate
Excess cash starts earning
Interest posts automatically
Continues month after month
Set it and forget it
While SmartSweeps handle cash optimization automatically, Balance also gives you modern treasury tools — included at no additional cost.
