Bank Account Management
Every account, signer, and signature card — one system of record.
A single system of record for every bank account, its signers, and its full history. Mark a leaver inactive and instantly see every account that needs a signer change — and let the agent pull signers straight off a signature card PDF.
System of record
Every account — number, bank, entity, purpose, and status — held in one place with its full history. No more chasing a spreadsheet that nobody trusts to find out which accounts are open and who can sign on them.
- One record for every account across every bank
- Bank, entity, purpose, and status on each account
- Full account history retained
- Trusted single source for audit and review
Signatory management
Mark a leaver inactive and Nilus instantly shows every account that needs a signer change — no manual cross-referencing. Drop in a signature card PDF and the agent extracts the signers and proposes the assignments for approval.
- Mark a leaver inactive, see every account to update
- Agent extracts signers from signature card PDFs
- Proposed assignments routed for approval
- Signer changes captured on the audit trail
Account lifecycle & history
Account openings, closings, and changes are tracked end to end, with an immutable history per account. When an auditor asks who could sign on an account last March, the answer is an export, not an investigation.
- Opening and closing tracked end to end
- Immutable change history per account
- Point-in-time view of signers and status
- Audit prep becomes a one-click export
EU GmbH · operating account
Opened
Added A. Cohen · 4 accounts
Signer
Legacy UK reserve account
Closed
The agentic layer
Agents do the work. You make the calls.
Schedule them, or just ask. The agents below work this module continuously — building the position, watching for risk, and surfacing what needs a decision. You come in to review the analysis and approve, instead of assembling it by hand.
Policy Monitoring
Watches account and signer changes against policy and flags violations.
Treasury Policy Engine
Encodes your treasury policy and enforces it across every account action.
Communication Hub
Centralizes notifications and approvals for account and signer changes.
See it on your real data in 24 hours.
Connect your real bank accounts. No sandbox, no slide deck — your position, forecast, and idle cash, live.