Demos
Scenario
Home
Tasks3
Transactions
Payments
Cards
Capital
Accounts
Operating •• 4821$181,850.60
Reserve •• 1039$128,400.00
Payroll •• 7730$93,750.00
Tax •• 2945$28,400.00
Expenses •• 6158$17,600.00
Revenue •• 6602$9,200.00
Workflows
Bill Pay
Invoicing
Reimbursements
Accounting

Welcome, Alex

Current balance

$459,200.60

$128,420.00−$109,366.00

Accounts

Operating •• 4821

Primary checking

$181,850.60

available

Reserve •• 1039

4.12% treasury yield

$128,400.00

available

Payroll •• 7730

Next payroll Aug 20

$93,750.00

available

Tax •• 2945

Quarterly tax reserve

$28,400.00

available

Expenses •• 6158

Cards and vendor spend

$17,600.00

available

Revenue •• 6602

Customer payment clearing

$9,200.00

available

Credit Card

$18,630.40

BalancePending$56,369.60 available

Autopay

August 22

Bill pay

Outstanding balance

$18,940.00

6 due soon

Next payment

August 12 · $4,820.00

Money movement

August 2026

Money in

$128,420.00

Top sources

  • SPStripe payout$34,820.00
  • MTMercury Treasury$25,000.00
  • VVercel$16,250.00
  • SShopify$9,420.00

Last 3 months average

$154,300.00

Money out

−$109,366.00

Top spend

  • GGusto−$31,250.00
  • AWAmazon Web Services−$4,286.32
  • WWeWork−$2,980.00
  • IIronclad−$1,240.00

Last 3 months average

−$192,850.00

Transactions

10

Recent activity across all accounts

Recent
Incoming
Outgoing
Software spend
Pending
DateTo / FromAmountAccountMethodStatus
Aug 6
SP

Stripe payout

Revenue

+$34,820.00Operating •• 4821ACH depositcompleted
Aug 6
AW

Amazon Web Services

Infrastructure

−$4,286.32Operating •• 4821Virtual card •• 1842pending
Aug 5
G

Gusto

Payroll

−$31,250.00Payroll •• 7730ACH paymentcompleted
Aug 5
F

Figma

Software

−$180.00Operating •• 4821Virtual card •• 1842completed
Aug 4
I

Ironclad

Operations

−$1,240.00Operating •• 4821Wire paymentcompleted
Aug 4
V

Vercel

Revenue

+$16,250.00Operating •• 4821ACH depositcompleted
Aug 3
L

Linear

Software

−$640.50Operating •• 4821Virtual card •• 1842completed
Aug 1
MT

Mercury Treasury

Operations

+$25,000.00Reserve •• 1039Internal transfercompleted
Jul 31
W

WeWork

Operations

−$2,980.00Operating •• 4821ACH paymentcompleted
Jul 30
S

Shopify

Revenue

+$9,420.00Operating •• 4821Wire depositcompleted