Personal & Lifestyle
See recurring obligations, planned spending, irregular income, and expected settlement timing in one forward-looking view.
Cash Insights LGX™ · Platform Editions
One Liquidity Intelligence Architecture. Built for Different Financial Realities.
From household cash decisions to complex enterprise treasury, Cash Insights LGX™ is being designed to connect economic activity, accounting records, and bank-verified cash movement—within the context that matters to each user.
Purpose-built perspectives
Different responsibilities. A common need for cash clarity.
The same transaction can mean something different to a family, business owner, treasury team, public finance director, or professional adviser. Editions are intended to tailor the experience without losing the underlying cash-movement discipline.
Business & Enterprise
Connect receivables, payables, payroll, cash accounts, and operating decisions to daily-to-multiyear liquidity visibility.
Government & Public Sector
Bring fund, department, grant, appropriation, and obligation context into cash movement and accountability.
Nonprofit & Education
View liquidity across programs, restricted funding, grants, tuition or contributions, and mission commitments.
Professional Advisory
Support CPA firms, tax professionals, and financial planners with structured cash scenarios and client-ready insights.
Multientity & Global
Explore consolidated and entity-level cash visibility, including intercompany transfers and organizational accountability.
Edition directory
Explore the planned editions
Select an edition to learn how its intended workflow differs. Edition packaging, availability, and included functionality will be confirmed as development progresses.
Business & Enterprise EditionCommercial finance
Designed for startups, small and midsize businesses, and large enterprises that need more than a cash balance or static forecast.
- AR, AP, payroll, and bank-to-book movement visibility
- Cash-account, department, entity, customer, and vendor context
- Liquidity scenarios, payment prioritization, and management reporting
- Enterprise cash pooling and consolidated-versus-separate account perspectives
Government EditionPublic accountability
Intended for municipalities, agencies, transit systems, and other public entities where liquidity decisions must remain connected to legal and budgetary authority.
- Fund, appropriation, grant, department, and project context
- Pre-obligation and recorded-obligation visibility
- Book-to-bank reconciliation and timing analysis
- Governance-oriented exception reporting to support—not replace—existing compliance controls
Personal & Lifestyle EditionIndividuals & households
Planned for households, freelancers, gig workers, and creators managing cash flows that rarely arrive or leave in perfectly even monthly amounts.
- Income timing, recurring bills, and discretionary commitments
- Forward-looking cash availability and shortfall scenarios
- Multiple accounts and lifestyle goal perspectives
- Bank-data connectivity subject to supported integrations
CPA Firm & Advisory EditionClient services
Designed to help accounting and advisory professionals move beyond retrospective financial statements toward structured cash intelligence.
- Client-level cash movement and variance analysis
- Bank Truth™ versus Book Truth™ reporting perspectives
- Scenario-based advisory discussions and governance review
- Controlled client reporting and information sharing
Financial Planner & Tax Professional EditionPlanning
Intended to support professionals evaluating how taxes, retirement distributions, major purchases, and other financial choices affect cash timing.
- Tax-payment and estimated-payment timing scenarios
- Retirement and lifestyle cash movement modeling
- Client-facing planning views
- Planning insights rather than automated tax, legal, or investment advice
Nonprofit & Education EditionMission-driven
For organizations that must balance mission delivery with the timing, conditions, and availability of funding.
- Program, grant, donor restriction, and department context
- Operating commitments and payroll cash timing
- Campus, school, or organizational unit reporting perspectives
- Liquidity scenarios to support stewardship and board oversight
Athlete, Entertainer & Creator EditionVariable income
Planned for people and teams managing uneven receipts, project-based commitments, and complex payment schedules.
- Contract and event receipt timing
- Agent, team, vendor, and production payment obligations
- Tax reserve and cash planning scenarios
- Multiple business or personal cash perspectives
Global & Multinational EditionMultientity treasury
Designed for complex organizations seeking visibility both across the group and within the underlying entities and bank accounts.
- Entity, division, and account-level cash context
- Intercompany and internal-transfer analysis
- Consolidated views without obscuring local accountability
- Multicurrency capabilities subject to roadmap and integration scope
Cash Insights Academy & EducationLearning pathway
A related education and certification initiative intended to teach cash-movement reasoning, financial governance, and practical application of the platform.
- Role-based learning for finance teams and advisers
- Scenario-driven cash and bank reconciliation concepts
- Instructor, implementer, and channel training pathways
- Continuing education credit only where separately approved by the appropriate accrediting body
Edition descriptions reflect intended product direction and are not representations that every capability is currently released or available in every package.
The architecture beneath the editions
Follow the movement—not just the ending balance.
Cash Insights LGX™ is being built around the Naturalized Cash Flow Engine™ and a four-stage transaction lifecycle that distinguishes planned commitments, economic activity, accounting recognition, and bank verification.
NCT-0PreObligationPotential and planned commitments before an economic obligation is established.
NCT-1Economic OriginationThe underlying transaction or obligation enters the economic lifecycle.
NCT-2Book Cash RecordedAccounting-system cash activity is recorded and classified.
NCT-3Bank-Verified CashSettlement is evidenced through matched bank activity, where data supports verification.
Lifecycle classifications depend on the source data, transaction evidence, and matching controls available for each implementation.
Explore the right fit
Which liquidity reality are you managing?
Whether you oversee a single account or a network of entities, explore how a tailored Cash Insights LGX™ edition could support your decision-making and governance requirements.