Aggregated Dashboard for bank accounts

Hello Community,

First-time poster here. It would be fantastic if Treasury tab shows us not just the Ramp Business / High Yield accounts, but also the non-ramp accounts in one place. This has to be specific for each sub-entity. This way, we would get our entire banking balances each day.

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Hi Kirill! I’m Karl, PM for Treasury. Would you be open to a 20 min call so we can learn more about your workflow? If so, please send me an email at [email protected] and we’ll take it from there!

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