Research Grants & Sponsored Programs
Analyze financial activity by grant, project, funding source and department while preserving transaction-level accountability.
Cash Insights LGX™ | Higher Education
One Institution. Many Financial Systems. One Governed View.
Connect financial activity across schools, departments, grants, restricted funds, auxiliary operations and bank accounts—without losing the context behind every movement.
Cash Insights LGX™ is designed to work alongside existing university ERP, accounting and banking systems, connecting Book Truth™ with Bank Truth™.
The Institutional Liquidity Challenge
Consolidated cash does not mean universally available cash.
Universities and colleges manage financial activity across academic units, sponsored research, donor-restricted resources, operating funds, auxiliary enterprises and capital programs.
A reported cash balance alone does not establish which resources are restricted, which commitments remain outstanding, or which transactions have actually settled.
Four Different Questions
What Was Authorized?
Budgets, grants,
spending authority
and commitments
What Was Recorded?
ERP and subledger
financial activity
What Actually Settled?
Bank-verified cash
movement and timing
What Is Available?
Liquidity in the
context of restrictions
and outstanding obligations
Institutional Financial Intelligence
See the institution. Understand the units. Trace the transactions.
Designed to preserve accountability at the school, department, fund, grant, project and account level while supporting a consolidated institutional perspective.
Restricted & Unrestricted Resources
Distinguish cash balances from resources available for particular institutional purposes, subject to applicable restrictions and commitments.
School & Department Accountability
Examine financial movement across academic schools, administrative units, divisions and institutional programs.
Payroll & Benefit Obligations
Distinguish payroll components, employer obligations, benefit payments and settlement timing across institutional operations.
Capital Projects & Procurement
Connect purchase commitments, vendor invoices, construction obligations and payments to cash execution.
Auxiliary & Enterprise Operations
Support contextual analysis of housing, dining, parking, facilities and other auxiliary financial activity.
Naturalized Cash Flow Engine™
From financial commitment to Bank Truth™.
The Naturalized Cash Flow Engine™ is designed to distinguish planned obligations, originating economic activity, recorded cash events and bank-verified settlement.
PreObligation
Purchase requests, planned commitments and other relevant pre-obligation events.
Economic Origination
Economic transactions and events giving rise to financial activity.
Book Cash Recorded
Cash-related activity recorded in university accounting systems.
Bank-Verified Cash
Cash movement verified against authorized bank and settlement records.
Illustrative research procurement:
A university authorizes
a grant-related purchase.
The commitment, delivery,
invoice, accounting entry
and eventual bank settlement
may occur at different times.
LGX is designed to connect
these events while preserving
grant and departmental context.
Beyond Traditional Financial Reporting
Book Truth™. Bank Truth™. Institutional Intelligence.
Cash Insights LGX™ is designed to move beyond isolated accounting reports by connecting financial records, transaction context and actual settlement activity.
Multi-Account Liquidity Visibility
Examine cash movement across multiple banking relationships and institutional units. Preserve account-level and departmental accountability while supporting a consolidated financial view.
Automatching Technology
Support governed matching among originating transactions, accounting entries and bank-verified settlement. Surface timing differences and unmatched activity for review.
Cash Forecasting & Scenario Analysis
Evaluate projected cash requirements associated with payroll, capital projects, operating commitments, grant activity and institutional planning scenarios.
Built for Institutional Complexity
One intelligence layer. Your existing systems remain authoritative.
Cash Insights LGX™ is being developed to operate alongside university ERP, general ledger, payroll, accounts payable, accounts receivable and banking environments.
The objective is to connect financial execution across these environments, not replace them.
Universal Management Structure
Organize activity
by institution,
fund, school,
department, division,
grant, project,
contract and account.
Daily-to-Multiyear
Movement Schedule
Analyze financial
movement across
periods with
transaction-level
drilldowns.
Internal Transfers
& Cash Pooling
Trace movements
among institutional
accounts without
double-counting
internal transfers
as external cash flow.
Governance Before Prediction
Establish a
reconciled financial
foundation for
exception review,
planning and
future AI-assisted
intelligence.
Cash Insights LGX™
When They Close the Books, We Open Their Eyes.
Discover a new perspective on institutional liquidity: one that connects financial commitments, departmental activity, restricted resources, accounting records and bank-verified settlement.
Cash Insights LGX™ is a patent-pending platform under development. Demonstrations use synthetic financial data. Capabilities, forecasting, scenario modeling and integrations are subject to development and implementation scope. Restricted-resource analysis depends on applicable institutional classifications and authorized source data. No institutional endorsement or production deployment is implied.