Solutions · Your need

I want to see all my banks on one screen

Accounts, balances and transactions from your connected banks come together on one screen, broken down by bank and currency. You go into the morning meeting with live data instead of a spreadsheet made by hand.

Book a demo

Our customer success team sets up the bank connections together with you.

What you can do

Data from your connected banks comes together on one screen, ready to read.

  • Live balances and transactions

    You follow balances and transactions at your connected banks in real time, broken down by bank and currency.

  • Consolidated group view

    You see the banks of several of your companies in one table, company by company.

  • Smart transaction classification

    Transfer lines with a missing counterparty are sorted by transaction type on their own.

  • Historical reporting

    You report on up to five years of past transactions by bank and transaction type and download them as Excel or CSV.

  • Unplaced cash alerts

    You get an alert when unplaced cash is left in your accounts.

  • Connection status

    You see each bank's connection status on the Settings screen and leave out the accounts you do not use.

A business day

The same business day, before Mundi and with Mundi.

The same tasks play out hour by hour on two different mornings.

  1. Before

    You log in to each bank's internet banking one by one and copy the balances into a spreadsheet by hand.

    With Mundi

    Your balances are ready

    Balances and transactions from your connected banks wait for you on one screen, broken down by bank and currency.

  2. Before

    You go into the morning meeting with yesterday's spreadsheet and correct one bank's balance out loud.

    With Mundi

    You go into the meeting with a live table

    You show your group companies in a consolidated view, in one table.

  3. Before

    You go through the statement line by line to find out what the transfers with a blank counterparty are.

    With Mundi

    Lines are classified on their own

    Transfer lines with a missing counterparty are sorted by transaction type, and you only look at the few lines left.

  4. Before

    When management asks about last month's cash movements, you download the statements again.

    With Mundi

    You report on the past

    You report on up to five years of past transactions by bank and transaction type and download the table as Excel or CSV.

  5. Before

    At the end of the day, you count again what is left in each account and leave the unplaced cash until the next day.

    With Mundi

    You get an alert, and the rule runs

    When unplaced cash is left, you get an alert. If you set up a sweep rule in the Professional package or above, you decide which accounts the cash moves from, the reserve that stays, the days and the time. For example, your cash above the reserve moves to your Automated Treasury Account every business day at 16:00.

  6. Before

    You download the statements from each bank separately and email them to your external accountant.

    With Mundi

    Your external accountant checks for themselves

    You give your external accountant viewing permission, and they see and download the transactions themselves.

Who has this need

This need usually comes up in companies with this structure.

  • 5 or more banks
  • More than 20 accounts
  • Several legal entities
  • A finance team of several people

The screen works the same way even if you have fewer banks. In a 30-minute call, we look together at which package fits.

From manufacturing to technology, companies from different sectors manage their cash with Mundi.

  • Insider
  • Çiçeksepeti
  • Damargüç Plastik
  • Hesapkurdu
  • Genmar Sanayi
  • Kırgaz
  • Mobven
  • MAP Elektronik
  • Juico
  • Fimple
  • Marsea Store
  • Enocta
  • Agito
  • Alotech
  • Pixery

Let's see your banks on one screen in a demo

In a 30-minute call, you see the setup for your number of banks and what the screen looks like.

Mundi is not a bank and does not give investment advice. Investment transactions are carried out through Tacirler Yatırım Menkul Değerler A.Ş., licensed by the Capital Markets Board of Türkiye (SPK).

Let's schedule a call