Treasury Management — Cash Positions and Liquidity
SinglePoint opens with the consolidated cash position view — every corporate account balance aggregated into a single dashboard. Sweep accounts automatically move idle cash from operating accounts into interest-bearing investment vehicles or pay down revolving credit at end of day. Zero-balance accounts consolidate subsidiary funds into a master concentration account, eliminating trapped cash across the organization.
The liquidity forecast module projects daily, weekly, and monthly cash positions using historical transaction patterns plus scheduled payments and known receipts. CFOs use forecasts to size short-term investments through investment management without missing payment obligations.
Cash Position Module







