One place for every bill, approval and payment.
A private portal for the family office, its accounting firm and its advisors. It replaces the email back-and-forth with one shared workflow, and it runs inside the family's own environment.
Why this is still manual
A single family can generate thousands of emails and over a thousand transactions a month. Invoices arrive from the home team, vendors and advisors. Each one has to be matched, coded, approved and paid, often through several entities in different countries. Most family offices run all of it by email.
From inbox to payment
- Take it inBills and requests arrive by email or upload and are matched to the right vendor, entity and contract.
- Verify the vendorNew vendors and changed bank details are checked against your own contracts and records, to catch look-alike fraud.
- Code itInvoices are coded to your chart of accounts using your rules, and the coding improves as your team corrects it.
- Route and approveEach item goes to bill pay or wire by vendor, with overrides for the exceptions every family office has, then through your approval chain.
- Prepare the paymentPayments, including multi-entity funding chains, are prepared for a person to release.
What it does, and what it doesn't
We would rather you know the boundaries up front.
What it does
- Gives the family, the accounting firm and the RIA one shared status for every item.
- Keeps a full audit trail of who approved what, and when.
- Prepares entries for your accounting system, such as Sage Intacct.
- Runs inside the family's own environment. Nothing leaves it.
What it doesn’t do
- It does not hold or move your money. Payments are released from your own bank or payment platform.
- It does not replace your accounting system.
- Nothing is paid without a human approval.
How a pilot works
Every pilot runs on your own data, in your own environment.
- Start with one familyIdeally the most complex one. If it works there, it works everywhere.
- Load your rulesVendor lists, coding rules and approval chains.
- Run alongside your teamMeasure time, misclassifications and missed items against today.
Built on the Segmental platform
Every product runs on the same data, knowledge graph and rules engine, so new workflows reuse what your firm has already taught the system.
Start a family office pilot.
See it on your own data. The platform deploys inside your environment, and first rules are ready to review within days.