THE FINANCIAL OPERATING SYSTEM

Your business finances. Unified.

Every account. Every movement. One intelligent view built for the way modern business moves.

Good morning, Alex

Overview · Last 30 days

A

TOTAL BALANCE

$2,840,520

↑ 12.8% compared with last month

ONE FINANCIAL PICTURE

All your money. One clear signal.

Unify brings business accounts, cards, and payments into one calm, intelligent operating picture.

THE UNIFY PLATFORM

Your whole finance stack, working as one.

Less time reconciling. More time moving the business forward.

Multi-bank management

Every account and entity, connected in one reliable business view.

Transaction intelligence

Find, understand, and categorize each movement with context.

Cash flow analytics

See what's coming, what's changing, and where to act next.

Payment management

Initiate, approve, and track payments with confidence and control.

A CLEARER WAY TO WORK

From scattered to in sync.

  1. 01

    Connect accounts

    Securely link banks and financial tools.

  2. 02

    Unify the signal

    See clean, enriched data in real time.

  3. 03

    Move with clarity

    Make decisions from one trusted workspace.

TRUST & CONTROL

Confidence for your business. Security built into every connection.

Control access to your team, accounts, and financial data. Built around the way businesses work.

BUILT FOR BUSINESS TRUST
  • Protected data

    Encryption in transit and at rest.

  • Team permissions

    Role-based permissions for your team.

  • Consent-led connections

    Consent-led integrations, always.

FINANCIAL CLARITY FOR YOUR BUSINESS

Make room for what's next.

Bring your business finances together and move with clarity.