Cash Insights™ Generic Base Synthetic Pilot — 1 Month — Walk-Through Mode

This one-month Walk-Through synthetic pilot is designed to introduce the Cash Insights™ LGX model while showing how the process may work in a real-life reporting cycle.

Instead of reviewing only a pre-loaded environment, Walk-Through Mode simulates the experience of uploading synthetic reports and reviewing the progression from report intake to Bank Truth visibility, mapping review, reconciliation patterns, KPI review, and board-ready reporting.

Using a generic company setup, synthetic financial activity, and a standardized generic bank model, this pilot demonstrates how Cash Insights™ can help reveal liquidity movement, timing differences, and reporting clarity without requiring live transaction-level client financial data.

This pilot is designed to help you explore:

• How Cash Insights™ may work from report intake to reporting output
• Bank Truth visibility based on settled cash activity
• Cash movement trends across a sample reporting period
• Timing differences between accounting views and bank activity
• Basic cash inflow and outflow behavior
• Introductory reconciliation patterns
• KPI-style visibility from a generic company setup
• Board-ready reporting concepts
• How leadership can see beyond traditional accrual-based reporting

Delivery Mode: Walk-Through Synthetic reports are reviewed period-by-period to simulate a real-life reporting workflow. This mode is best for organizations that want to see not only what Cash Insights™ reveals, but how the visibility may be built.

Important Notes: This synthetic pilot uses synthetic financial activity and does not require live transaction-level client financial data. This purchase is a non-refundable pilot deposit. If the client proceeds with a Cash Insights™ subscription within 60 days after completion of the pilot demo, 50% of the synthetic pilot fee may be applied as a credit toward the initial subscription. After 60 days, the credit expires.

SKU: CI-LGX-GB-1M-WT