Treasury reports, ready for the board
Monthly reports for your board and auditors, built from your wallets with a block reference on each onchain figure. In between, one consolidated view and alerts on your rules.
One view, one report, your rules
Treasury Visibility & Controls is monthly treasury reporting for your board and auditors, with balances per entity, network and asset at period close and a block reference on each onchain figure. Between reports, one consolidated view covers your selected wallets, with alerts on large movements and concentrations, set by your rules.
- Reports
- Monthly, for your board and auditors
- Onchain figures
- Block reference and observation date
- Alerts
- Movements and concentrations, your rules
- Coverage
- Your wallets, custodian data on request
A monthly report the board can read
Holdings, flows and changes per entity and asset, in the same structure every month. Ready for the board pack.
Holdings at any past date
Balances rebuilt at the period boundary you choose. Each figure carries the block it was read at, so auditors can retrace the numbers.
Your wallets in one view
Selected wallets grouped by entity, purpose and network, with balances and movements down to the transaction.
Large movements, flagged by your rules
Thresholds you set for movement size, destination and asset concentration. Alerts reach your team by email, webhook or stream.
Holdings valued in your currency
Each line is valued in your reporting currency at the cut-off you set, with its price source alongside.
Onchain, custodian and bank in one view
Custodian and bank balances join your wallets through a scoped integration. Reports and data land in your dashboard, inbox or warehouse.
What's included
We cover the wallets you select. Custodian and bank balances join through a scoped integration, and reports support your board and auditors without certifying reserves.
- Monthly report for board and auditors
- Period-close holdings, retraceable by block
- One view across entities and networks
- Alerts when a threshold is crossed
- Each line priced, source recorded
- Custodian and bank data on request
Built on Streams, Querybase and MCP Server.
Backed by agreed service levels
Uptime, response times and escalation paths are set in your agreement.
Slack, Telegram or email, with hours that match your operations.
Alerts reach our team before problems reach yours.
What teams usually ask us
Does Treasury Visibility include custodian and bank balances?
Yes, through a scoped integration with each custodian or bank. Without it, the view covers your onchain wallets.
Can we see treasury holdings at a past date?
Yes. Balances are rebuilt at the date you choose, with a block reference on each onchain figure.
Does Treasury Visibility certify our reserves?
No. The report shows what your wallets held onchain. Ownership evidence and any attestation stay with your auditor.
Who acts on a treasury alert?
Your team. Each alert comes with the movement and its transaction. Treasury decisions and transfers stay with you.
Which networks can Treasury Visibility & Controls support?
Any EVM network: L1s, L2s, appchains and custom chains, from private testnet to mainnet. Our public multichain explorer indexes 24 mainnet networks today, and we onboard new ones as part of setup.
Which assets and data sources do our asset reports include?
The wallets, networks and assets you select. Custodian, exchange or bank data can be added through a scoped integration.
How are prices selected for asset reports?
We agree price sources and valuation times, then document them in the report.
Can we reproduce past asset reports?
Yes. Each report records its source blocks and data so you can rebuild past periods.
How are corrections to an asset report handled?
Each correction records a date and a reason. Previous versions stay available.
How long does it take to set up Treasury Visibility & Controls?
It depends on the scope. We review the requirements and integrations, then agree a written plan, schedule and responsibilities.
Do we need to build anything to use Treasury Visibility & Controls?
We handle setup and operations within the agreed scope. Before work starts, we define any integration tasks your team needs to complete.
How is Treasury Visibility & Controls priced?
The price depends on what we build, the integrations and the ongoing work. Your proposal lists deliverables, timeline and support. Data usage and services from other providers are listed separately where they apply.
Start with last month’s report
Send us the board pack you reviewed last month. We will scope the same report from your wallets, with alert rules and integrations.