Frequently asked questions
Answers to the questions we hear most often from UK businesses evaluating {{BRAND_NAME}} for idle capital allocation and treasury oversight.
Common questions, answered
If you can't find what you're looking for below, our contact page lists the best way to reach us directly.
What does {{BRAND_NAME}} actually do?
{{BRAND_NAME}} applies predictive data analysis to a business's treasury position, identifying capital that is sitting idle and surfacing allocation options that fit a defined risk profile. It is designed to reduce the manual effort involved in monitoring cash positions across accounts.
Who is {{BRAND_NAME}} built for?
The platform is aimed at UK businesses — from small operating companies to finance teams at larger organisations — that hold working capital across multiple accounts and want a more structured, data-driven view of where that capital sits and how it could be put to work.
Do I need a finance background to use it?
No. The interface is built to present analysis in plain terms, with clear metrics rather than raw data exports. That said, final allocation decisions should still involve someone with appropriate authority over company funds.
How is my account and company data kept secure?
We apply standard data protection practices to information submitted through the platform. For full details on what is collected and how it is used, please refer to our Privacy Policy linked in the footer.
Does {{BRAND_NAME}} move or hold my money?
{{BRAND_NAME}} is an analysis tool — it is designed to inform decisions about idle capital, not to custody or transfer funds on your behalf. Any allocation action remains under your organisation's own control.
How long does it take to get set up?
Setup time depends on how your company's account and treasury data is structured. The onboarding steps are outlined in the Features section of this site, and our team can walk through specifics once you reach out via the contact page.
Is there a minimum amount of capital required to use the platform?
We don't publish a fixed threshold here, as suitability depends on your business's structure and goals. Get in touch through the contact page and we can discuss whether {{BRAND_NAME}} is a good fit for your situation.
Can I cancel or change my plan later?
Plan terms, including how to change or cancel, are set out in our Terms of Service. If you have a specific question about an existing arrangement, please contact us directly.
What kind of risk controls are built in?
The risk management approach is described in more detail in the Advantages section of this site. In short, the platform is designed to work within parameters your business defines, rather than applying a one-size-fits-all model.
Who do I contact if I have a question not covered here?
Visit our Contact page for the most current ways to reach the {{BRAND_NAME}} team. We aim to respond to enquiries as promptly as we can.
Still have questions?
This page covers the questions we're asked most frequently, but every business's treasury setup is a little different. If something above doesn't quite answer your situation, we'd rather hear about it directly than leave you guessing.
Reach out through our contact page and a member of the {{BRAND_NAME}} team will follow up with specifics relevant to your business.
Contact us