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6365 NW 6th Way,
Fort Lauderdale, FL 33309
Daniel Cruz· startup founder · 18 months with roxxy
Alex manages $40M in annual cash flow across 6 entities. Before Roxxy, getting a daily picture meant two hours of spreadsheet work. Now it takes three minutes.
ENTITIES, ONE VIEW
SAVED DAILY
MISSED PAYMENTS
Show me daily cash positions for all entities
A DAY WITH ALEX
Alex manages the finances for a mid-sized enterprise with six legal entities. Before Roxxy, his mornings started with
pulling data from six different bank portals and building a manual consolidated view. Every day. For years.
Morning cash review
Alex opens Roxxy instead of six banking portals. One consolidated view across all entities, already there.
Roxxy: "All entities healthy except D are below threshold, but tomorrow's payment resolves it. No action needed."
Large payment approval
A $2.4M vendor payment needs sign-off. He reviews the full context in Roxxy before approving.
Roxxy: "This leaves Entity A above minimum threshold. Audit trail attached. Approved by CFO yesterday."
End-of-day summary
Before logging off, Alex asks Roxxy for the day's close, what moved, what to watch tomorrow.
Roxxy: "$3.1M net movement today. Payroll clears Friday, ensure Entity C transfers $800k by Thursday."
— Alex Bennett, Enterprise Finance Director
FEATURES Alex Bennett USES
Not every feature. Just the ones that matter for a bakery owner who checks in between batches.
All entities in one consolidated real-time view. No portal switching, no manual aggregation.
Approval workflows for large transactions with full context, balance impact, audit trail, prior approvals.
Instant notification when any entity approaches a minimum cash threshold. With context, not just a number.
Every payment, transfer, and decision is logged with actor, context, and timestamp. Exportable for compliance.
Used before large capital allocation decisions. Shows cross-entity impact before committing.
End-of-day close with what moved, what's due, and what needs attention tomorrow. Ready before he asks.
6365 NW 6th Way,
Fort Lauderdale, FL 33309