Forma
A clearer way to manage multi-entity treasury, simplifying complex financial operations into one legible system.
Challenge
Finance teams managing multiple entities were reconciling balances across spreadsheets and several disconnected banking portals, with no single source of truth for cash position.
Approach
We designed a consolidated treasury view that brings every entity's balances, transfers and approvals into one system, with clear permissioning so the right people see the right accounts.
Scope
One system, every entity.
Consolidated balance view. Every entity's cash position, visible in one place and updated in real time.
Transfer approval flow.
Entity-level permissions.
Mobile treasury. The same clarity, carried through to a focused mobile experience for approvals on the move.
Reconciliation view.
Statement export.
In a treasury product, every number on screen needs to be immediately verifiable. We treated legibility as core functionality rather than polish: clear labeling, consistent number formatting, visible timestamps.
The interface was built to make the state of every transfer obvious at a glance: pending, approved, or settled, with no ambiguity about who acted and when.
Have something worth
getting right?
Tell us what you're building.
