Cash Insights™ Generic Base Synthetic Pilot — 12 Months — Walk-Through Mode

This 12-month Walk-Through synthetic pilot is designed to show how Cash Insights™ LGX may reveal liquidity visibility across a full-year generic company setup while also demonstrating how the reporting workflow may build over time.

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

Using synthetic financial activity and a standardized generic bank model, this pilot demonstrates how Cash Insights™ can organize cash movement, timing differences, reconciliation patterns, KPI-style views, and Bank Truth reporting across a full synthetic year.

This pilot is designed to help you explore:

• Bank Truth trending across a full synthetic year
• How synthetic reports may be reviewed period-by-period
• Month-to-month cash movement visibility
• Timing differences between accounting views and settled bank activity
• Basic AR/AP, payroll, vendor, customer, and operating cash behavior
• Introductory reconciliation patterns
• KPI-style visibility from a generic company setup
• Full-year liquidity trend reporting
• Board-ready cash reporting views
• How Cash Insights™ may help leadership see liquidity beyond traditional accrual-based reports

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

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-12M-WT