All your company’s financial accounts in one view

Connect every bank account, every entity, every currency. One dashboard. Always real-time.

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Proven at scale.

Move your money through an automated system trusted by UK’s fastest-growing teams.

4 Hrs+

Saved per week on manual cash positioning

75%

time saved per reporting cycle vs manual spreadsheet preparation

3 vs 1

average bank portals replaced with Round

80%

Consolidation average group cash consolidated through Round

See your true cash position. In real time.

Round connects your banks and gives you a live view of where your money is, across every entity, account, and currency.

Group wide cash visibility

See every balance across every entity and country on one screen. No logging into multiple banks, no manual consolidation.

Unparalleled control

Drill down to the transaction level, with every detail at your fingertips.

Confidence in every decision.

Real-time data you can trust. Across every entity, every account, every currency.

One login for all your bank accounts

‍

Get started free

Book a demo

Say goodbye to manual cash positioning

Automate your manual work, and get a real-time view of your cash position across all your accounts, currencies, and entities.

Real time reporting

Stop waiting for end of day reports – view your balances instantly, and accurately and make informed decisions, faster.

Transactions drill down

Drill down into transaction-level details, filtered by legal entities, accounts, date, category, amount, and more.

Live exports

Stream your balances and transactions directly into Google Sheets or push it to your data warehouse or BI tool via API.

How it works

Move faster with Round

Connect accounts

Link your existing accounts. HSBC, Revolut, Wise, whoever you bank with. Nothing to switch.

Link entities

Make a single transfer into institutional grade AAA money market funds earning up to X%*. Same-day access, no fixed terms.

Monitor in real time

Set balance thresholds, schedule withdrawals, or auto-fund payroll and invoices. Round handles the rest.

Features

Real-time cash position across every entity

UK, EU & US bank connectivity

Connect accounts across the UK, Europe, and the US. One dashboard for your entire banking footprint.

Entity grouping

Organise accounts by entity, region, or currency. Filter in one click.

Real-time balances

Live balance updates across every connected account. No end-of-day lag.

Transaction drill-down

Filter by entity, account, date, amount, category. Full detail on every movement.

Balance alerts

Set thresholds for any account or entity. Get notified before balances dip.

Google Sheets & API export

Stream live data into Google Sheets or push to any BI tool via API.

Who it’s for?

For Group CFOs and finance teams managing complexity

‍

Group CFOs

overseeing multiple entities

Finance Directors

at multi-entity groups

Finance Directors

at multi-entity groups

Group CFOs

overseeing multiple entities

Finance Directors

at multi-entity groups

FP&A teams

building cash reporting

See your cash position in real time

15-minute demo. See how Round consolidates multi-entity visibility.

Get started free

Book a demo

Disclaimers:
Nothing on this site is a recommendation to invest. Round does not offer financial advice. If you are unsure about investing we encourage you to speak to a financial advisor. Your capital is at risk when investing.

Round Financial Limited (FRN: 995009) is an appointed representative of Wealthkernel Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 723719). Round Financial Limited is a company registered in England and Wales with company number 14609702. Registered office Laundry Studios, 2 Warburton Road, London, E8 3RT.

Round Financial Limited is an agent of Plaid Financial Limited, an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through Round as its agent.

Round acts as an Introducer to Insignis Asset Management Limited (Insignis Cash). Round receives a revenue share in return for introducing clients to Insignis Cash. Insignis Cash is a trading name of Insignis Asset Management Limited (Company number 09477376). Insignis Asset Management Limited is authorised by the Financial Conduct Authority under the Payment Service Regulations 2017 (813442) for the provision of payment services.

Keel Money Ltd. Ltd is an Electronic Money Institution authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 1020783). Client funds are safeguarded in UK- or EEA-authorised credit institutions but are not protected by the Financial Services Compensation Scheme. Round Financial Limited is appointed under Regulation 33 of the EMRs to distribute and/or redeem electronic money on behalf of Keel Money Ltd. and is not itself authorised to issue electronic money or provide payment services. More details can be found in the Keel End-User T&Cs, which you must agree to before using any services provided by Keel Money Ltd..

* Rates quoted are the net daily yield from BlackRock ICS Sterling Liquidity Fund as of 13 November 2025. Performance shown as Annual Equivalent Rate (AER) — the annualised rate of return based on daily-compounded NAV growth, including BlackRock fees and Round fees. See pricing page for more details.

** Withdrawal requests must be made by 10:30am for funds to be in your account by the end of the day.

***Assuming your business is eligible for up to £120,000 FSCS protection. Balances over £120,000 per bank will not be protected across all your cash holdings. The Financial Services Compensation Scheme (FSCS) does not cover any e-money products or any products offered by Frost Money Ltd. E-money is not a deposit, savings or investment product and is therefore not protected by the FSCS.

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