Comptaverie — financial analysis dashboard connected to multiple platforms

Business intelligence for corporate treasury

Analyze your cash flow. Optimize their performance in real time.

Comptaverie connects your bank accounts and exchanges in a single dashboard. A predictive engine evaluates each available investment option and recommends the allocation suited to your risk tolerance.

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Consolidated view of your balances, distributed across each connected platform, with an estimate of net return after fees.

The observation

Tied up cash produces no returns, and no one has time to compare options by hand.

A professional account multiplies the sources: main bank, savings accounts, investment platforms, sometimes several exchanges. Each interface has its own format, its own rates and its own withdrawal times.

Centralizing this data manually takes several hours each week, often to the detriment of the main activity. Comptaverie automatically aggregates these feeds, calculates the real return of each option and flags risk gaps before they become costly.

Comptaverie — centralization of professional accounts and investment platforms

The engine

How Comptaverie turns raw data into decisions

01

A predictive model trained on your flows

The engine does not just display rates displayed by each platform. It projects a net return, after fees, over multiple time horizons.

  • Projects the net return of each allocation over 7, 30 and 90 days
  • Recalculates its forecasts with each new market data
  • Reports deviations from your defined risk tolerance
02

A single dashboard for all your accounts and exchanges

Comptaverie connects to your business bank accounts and major exchange platforms. You view your positions, balances and returns in one place, without opening ten different tabs.

  • Read-only connection to each platform
  • Automatic synchronization every 15 minutes
  • Consolidated history, exportable in CSV format
03

Risk management integrated into each recommendation

Each allocation suggestion comes with a risk score and expected volatility margin. The final decision remains yours; the engine provides the numbers to take it quickly.

  • Customizable alert thresholds per account
  • Simulation of unfavorable scenarios before validation
  • Audit log of each recommendation issued

Use cases

Three situations where data replaces approximation

Strategic planning

Model the impact of a fundraising or material investment on your available cash flow before committing.

Cash flow optimization

Automatically distribute cash surpluses between term accounts and yield platforms, according to your short-term liquidity needs.

Market expansion

Assess actual financial capacity before opening a new outlet or entering a regional market.

Method

Three steps, from raw data to decision

1

Data aggregation

Secure connection to your accounts and exchanges. Raw data is normalized into a single format, without manual copying or re-keying.

2

Predictive analytics

The engine compares the performance of each available option and models several market scenarios over the time period you choose.

3

Documented recommendation

You receive a suggested allocation, along with the reasoning and associated risk score. The decision remains in your control.

Frequently asked questions

What finance teams ask before integrating Comptaverie

How is my financial data protected?

Connections to accounts and exchanges are read-only and end-to-end encrypted. Comptaverie cannot initiate any transfer or order for you.

How long does installation take?

Connecting the first accounts usually takes less than an hour. Complete integration of multiple exchanges may take a few days, depending on the number of platforms involved.

How reliable are the model’s recommendations?

The model updates its projections with each new market data and systematically displays a margin of uncertainty. It remains a decision-making tool, not a guarantee of results.

See what your cash flow could produce this month.

Connect a first account and obtain a return estimate in a few minutes, without obligation.

Request a demo