All your cash flow, client service, content, and governance unified

Finalytic

Cash Flow Management Tool

Finalytic delivers real-time visibility across every cash movement in your business, customer collections, vendor payments, payroll, financing obligations, and operational activities, all in one intelligent platform. With granular detail, historical trends, and forward-looking insights, CFOs, Accountants, AR, AP, and HR Managers get the clarity to make faster, data-driven decisions.

• Real-time cash flow across collections, vendor payments, and payroll
• Historical and forward-looking insights with forecasting
• Intelligent financial ratios and KPIs for leadership
• Complete AR, AP, HR, and financing management in one platform
• Granular transaction detail with full audit trail

Vault

Secure document repository.

Vault is a cloud-based SaaS solution designed to revolutionize content management with unparalleled security and ease of use. Tailored for businesses of all sizes, it simplifies file sharing, version control, and real-time collaboration while ensuring compliance with industry standards. Experience peace of mind with a content management system that prioritizes your security without compromising productivity.

• Granular folder and document permissions
• Version control and document history
• Tamper-evident audit logs
• Granular expiry and access revocation
• Single sign-on and MFA

Care

Modern ticketing and email platform.

Care is a modern ticketing and email platform built for client-service teams - unifying inboxes, tickets and SLAs in one workspace so every investor or client request is tracked, routed and resolved on time.

• Shared team inboxes and assignment rules
• Ticketing with SLAs and escalation
• AI summarisations, replies and actions
• Reporting on response and resolution times
• API and webhook integrations

Boardlogic

Digital boardroom management.

Boardlogic is a highly-secure collaboration platform purpose-built for your board of directors to organise meetings, manage and share sensitive documents, communicate and make decisions, all at a sensible price.

• Meeting scheduling and agenda builder
• Secure board-pack distribution
• E-signature and written resolutions
• Voting, polls and minutes
• Compliance and governance archive