Bank balances brings the firm's recorded account balances into a single view. The documented workflow also supports additional tables and a free-cash view.
Review the date and accounts
Check the date of the balances and which accounts are included. Keep currencies visible when comparing figures.
Maintain the source
Authorized users maintain balance information in the connected workflow. Finance and Legal can present the same underlying balance data.
Interpret the result
Recorded balances depend on the updates entered by the team. Treat the date and completeness of those entries as part of the report, and reconcile them using your firm's finance process.