Every entity, one screen.
Holdco, opcos, funds, properties. Every query, approval and report knows which entity it belongs to. Filter the portfolio in one click — no re-logging in.
The finance OS for multi-entity operators
Know before it moves.
Inflows, Outflows and Maker-Checker Approvals for every entity you run. One screen. Signed off before the wire leaves.
All features on every tier. Keep your banks and cards. Zero-password sign-in.
Inflows$266,704
Outflows$174,300
Net cash flow+$92,404
Maker-Checker Approvals5
- Cedar & Co LegalHoldCo$7,200Pending
- Northwind CloudHoldCo$4,100Pending
- Fernwood StudioOpCo A$6,900Pending
- Lanternbox SystemsOpCo B$2,700Pending
- Cedar & Co LegalOpCo B$3,100Pending
This is the real proxo interface on sample data — click around. Open the full demo
Works with the stack you already run
QuickBooksPlaidExpensifySlackStatements from any bank
Why operators switch
One platform for the whole portfolio. Built entity-first.
Money in and money out.
Spend tools stop at spend. proxo runs Inflows, Outflows and the net cash flow between them, by entity and across all of them.
Approvals before money moves.
Maker-Checker Approvals by amount, category and entity. Planned spend is seen and signed before it becomes a commitment.
Statements read for you.
Proxo Scan turns a bank statement into rows and matches them to your cash flows. The PDF is read in memory and never stored.
Your banks. Your cards.
Keep Mercury, Chase, Amex — whatever you run today. proxo connects to them instead of replacing them. No card to adopt.
One flat price.
$79, $149 or $279 a month — listed here, billed as listed. Every feature on every plan. No platform fee, no minimum balance. Nothing scales in the dark.
Maker-Checker Approvals
Approve the wire before it exists.
A request lands in Pending. Your rules decide who signs: by amount, by category, by entity. Nothing is released until they do — and every decision is in the audit log.
- Thresholds you set, per entity
- Reviewer routing by category and amount
- Every step attributed and logged
Cedar & Co Legal
$7,200
Pending review
Consolidated visibility
How much is going out, by entity, right now.
One answer instead of three logins. Every entity's Outflows, approved and still pending, side by side — and the total across all of them.
ApprovedPending
Proxo Scan
Drop a statement. Get rows, matched.
Proxo Scan reads bank statements from any bank and reconciles each line to the cash flow it belongs to. The document is read in memory and discarded — proxo keeps the transactions, not the file.
statement-august.pdf
Read in memory · never stored
Read in memory · never stored
Bank lineAmountMatch
WIRE OUT — MERIDIAN PAYROLL$45,000Matched
ACH — HARBORVIEW PROPERTIES$18,500Matched
CARD — NORTHWIND CLOUD$4,100Matched
Locked and logged
Security ships on every plan. Not a price point.
AES-256-GCM at rest
Every sensitive field sealed with authenticated encryption under rotatable, versioned keys.
Google or Microsoft sign-in
No proxo password to steal. Two factors required: an authenticator app or a hardware security key.
Entity isolation
Every query is scoped to the entities you can access, in the data layer.
Pricing
One flat price. No asterisk.
All features on every tier — plans only change how many entities, seats and linked accounts are included. Annual billing takes two months off.
Starter
$79/mo
2 entities · 3 seats · 3 linked accounts
- Every feature included
- Unlimited records
Growth
$149/mo
4 entities · 6 seats · 8 linked accounts
- Every feature included
- Unlimited records
Professional
$279/mo
8 entities · 12 seats · 20 linked accounts
- Every feature included
- Unlimited records
Enterprise
Contact us
Unlimited entities, seats and linked accounts
- Everything in Professional
- Uptime SLA
Every entity. One operating system.
7-day trial with a Google Workspace or Microsoft work account and a card on file. Nothing is charged until it ends. Flat pricing after, month to month.