See every dollar
before it moves.

Proxo is the finance OS for multi-entity operators. Outflows, inflows, and approvals on one screen — before the wire is signed.

All features on every tier.

Dashboard All entities
Outflows
$174,300
Inflows
$266,704
Net Cash Flow
+$92,404
VendorEntityAmountStatus
Meridian Payroll ServicesHoldCo$45,000Approved
Cedar & Co LegalHoldCo$7,200Pending
Northwind CloudOpCo A$12,400Approved
Bluepeak MediaOpCo A$15,200Approved
Reviewer required · legal spend Approve
Total
$174,300
Pending
5
Approved
7
VendorEntityAmountStatus
Meridian Payroll ServicesHoldCo$45,000Approved
Cedar & Co LegalHoldCo$7,200Pending
Northwind CloudOpCo A$12,400Approved
Fernwood StudioOpCo A$6,900Pending
Total
$266,704
Pending
2
Received
10
SourceEntityAmountStatus
Ashford CapitalOpCo A+$8,244Received
Halvorsen & CoHoldCo+$7,103Received
Wilson–WalkerOpCo B+$1,404Pending
Inflows
$266,704
Outflows
$174,300
Net
+$92,404
May
Jun
Jul
Aug
InflowsOutflows
RequestEntityAmountDecision
Cedar & Co LegalHoldCo$7,200
Fernwood StudioOpCo A$6,900
Northwind CloudHoldCo$4,100
Cedar & Co LegalOpCo B$3,100
Lanternbox SystemsOpCo B$2,700
Routing rules — amount, category, entity — decide who reviews each request. These five are waiting on you.
Proxo Scan reads the PDF in memory and keeps only the rows — the document is never stored.
Click an arc to drill from entity to status to category to the cash flow itself.
This is the actual chart from the product, running live on demo data.
Bank lineMatched toAmountStatus
WIRE OUT — MERIDIAN PAYRLOutflow · Meridian Payroll Services$21,000Matching…
ACH — ASHFORD CAPInflow · Ashford Capital+$8,244Matching…
CARD — NORTHWINDOutflow · Northwind Cloud$12,400Matching…
One statement, three matches, zero spreadsheets.

  This is a live demo — click around.

Works with the stack you already run.

QuickBooks Plaid Expensify Statements from any bank

One platform for the whole portfolio. Six reasons it wins.

Multi-entity without the tab farm.

Native, not bolted on. Every query, approval, and report is entity-aware. Filter across the portfolio in one click.

Money in, money out, and the net between.

Spend tools stop at spend. Proxo runs outflows, inflows, and net cash flow on one screen.

Approvals before money moves.

Maker-checker by threshold. Planned spend gets seen and signed before it becomes a commitment.

AI that reads statements so you don't.

Proxo Scan turns bank statements into rows. The agent chat answers what the rows mean.

Your banks, your cards, no lock-in.

Keep the accounts you already run. Proxo connects to them instead of replacing them.

One flat price, no asterisk.

$250, $499, from $999. Listed on this site. Nothing scales in the dark.

Approve the wire before it exists.

A $32,000 payroll run sits in Pending until a reviewer signs off. Threshold rules decide who. Nothing moves until they do.

Meridian Payroll Services $32,000 Pending review

Rule matched: outflows above $10,000 · Reviewer: any Manager, OpCo A

Built for operators who run more than one thing.

Every entity, one dashboard.

Holdco, opcos, funds. Filter, don't re-log-in.

Proxo dashboard filtered across multiple entities

Outflows, governed.

Requisition to approval to paid — every step attributed.

Outflows list with approval statuses and payment states

Locked and logged.

Every action attributed. Every login challenged.

Security settings with hardware keys, two-factor auth and active sessions

Net cash flow, live.

Inflows and outflows on one axis, updated as rows land.

Net cash flow view combining inflows and outflows
All features on every tier. Approval thresholds you set. 2FA and audit logging built in. Bank statement import and reconciliation. QuickBooks, Plaid, and Expensify integrations. Role-based access per entity. Real-time dashboards. 7-day free trial. Annual pricing takes two months off.

One flat price. No asterisk.

Every feature on every tier — tiers only change entities and seats. Annual takes two months off.

Starter
$250/mo
2 entities · 3 seats
Professional
$499/mo
5 entities · 8 seats
Enterprise
from $999/mo
Unlimited entities and seats

Run every entity from one screen.

7-day trial. Flat pricing after.