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All Your Financial Accounts in One Unified Dashboard

Aggregate every bank, subsidiary, and currency in real time. Monitor balances, track cash flow, and gain actionable insights—all without juggling multiple logins.

Aspect product interface showing connected banks

Powering the world's best.

MercuryWatershedRetoolDescriptPerplexityMonzoRampRaycastArc
MercuryWatershedRetoolDescriptPerplexityMonzoRampRaycastArc

Unified Balance Overview

View your total balance across all banks and see exactly how each resource is allocated with intuitive pie- and bar-chart visualizations.

Balance Overview
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Comprehensive Transaction Ledger

Drill into each transaction—date, amount, payee, category—and use filters to trace cash flow with pinpoint accuracy.

Transaction Ledger
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Initiate Transfers

Set up one‑off or recurring transfers in seconds: choose source and destination accounts, enter the amount, schedule a date, and add an optional note.

Initiate Transfers
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Generate & Export Reports

Export tailored financial reports to CSV or PDF so you can share insights with stakeholders or meet compliance requirements effortlessly.

Generate & Export
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What Our Customers Are Saying

Don’t just take our word for it—see how our platform is empowering teams to achieve more, aspect workflows, and transform their day‑to‑day operations.

Real Results.

Mercury

“Since integrating Aspect’s unified dashboard, we’ve consolidated all our Mercury accounts into one view—no more juggling multiple logins or spreadsheets.”

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John Doe

Mercury, Inc.

Watershed

“Aspect has been a game‑changer for our Watershed team—real‑time balances and built‑in analytics keep us on top of cash flow like never before.”

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Jane Smith

Watershed Labs

Retool

“Building internal tools with Retool used to feel disjointed—now with Aspect’s APIs and dashboards, everything flows seamlessly in one place.”

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Alex Li

Retool

Descript

“Our whole content team loves how Aspect surfaces real‑time spending data alongside our Descript workflows—insights we never had before.”

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Emily Nguyen

Descript

See Every Dollar, Understand Every Trend, and Act with Unmatched Speed

Our unified dashboard brings all your accounts, currencies, and subsidiaries into a single panoramic view—updated in real time.

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Aspect product interface showing connected banks

Click-Through Detail

Drill from high‑level numbers straight into the underlying transactions, filters, and audit trail.

One-Click Transfers

Move funds between accounts (or currencies) in less than ten seconds—no separate portal required.

Smart Alerts & Insights

Set thresholds once and get proactive nudges when balances dip, spikes occur, or FX moves against you.

Enterprise-Grade Security

AES‑256 encryption, SOC 2 Type II compliance, and MFA baked in to keep every action—and every dollar—safe.

Frequently Asked Questions

Browse our most common user questions and discover practical tips for getting the most out of our platform.

Read more

Pricing

Choose the plan that fits your needs

Billed annually

Free

$0

Unlimited members
2 teams
500 issues
Slack and Github integrations

Startup

$60 per user/annum

All free plan features and...
Aspect AI
Unlimited teams
Unlimited issues and file uploads
Aspect Insights
Admin roles

Enterprise

$120 per user/annum

All free plan features and...
Aspect AI
Unlimited teams
Unlimited issues and file uploads
Aspect Insights
Admin roles