Bank-grade security · SOC2-ready

The financial OS for global business

Multi-bank treasury, P&L reporting, tax filings across US/UK/EU, and automated document generation — one platform, zero spreadsheets.

tsm-crm.com/dashboard

Total Balance

$4,218,340

+2.4%

Monthly P&L

+$128,900

+8.1%

Pending

12 txns

–$43,200

Cash Flow · 12 months

2025

Wise · EUR → USD

+$24,000

2m ago

Payoneer · Invoice #4821

+$8,750

1h ago

HSBC · Payroll run

–$61,200

3h ago

$2.4B+
Processed monthly
120+
Finance teams
40+
Currencies supported
8
Tax jurisdictions

Core platform

Banking & treasury, unified

Connect every account you use. Reconcile automatically. Track FX exposure in real time across all entities.

Multi-bank consolidation

  • HSBC, Barclays, Deutsche Bank, JPMorgan and 10+ more
  • Real-time balance sync
  • Unified transaction feed
  • Multi-entity view

FX & payment routing

  • SEPA, SWIFT, ACH, Faster Payments
  • Live FX rate tracking
  • Multi-currency routing
  • Payment status alerts

Compliance & AML

  • OFAC, EU, UN sanctions screening
  • Full audit trail
  • IP whitelisting per entity
  • Role-based access control

Financial management

P&L, cash flow, and real financial reporting

Built directly on your bank transactions. No manual entry. No Excel. Reports that actually reflect reality.

P&L statement

  • Revenue recognition by entity
  • Cost of revenue & gross margin
  • Operating expenses breakdown
  • Multi-currency P&L consolidation
  • Month-over-month comparison

Cash flow statement

  • Operating / investing / financing flows
  • Rolling 13-week cash forecast
  • Inflow / outflow by counterparty
  • Liquidity gap analysis
  • FX impact on cash position

Balance sheet

  • Assets across all bank accounts
  • Liabilities and payables tracking
  • Net position per entity
  • Consolidated group view

Document generation

  • Invoices (PDF, multi-currency)
  • Service agreements & contracts
  • Payment confirmations
  • Custom templates per entity
  • E-signature ready

Tax integrations

File taxes across US, UK, and EU — from one place

Native connections to major tax authorities. Prepare, review, and submit returns directly from your transaction data.

IRS (US)
HMRC (UK)
VID (Latvia)
VMI (Lithuania)
VAT OSS (EU)
HMRC MTD · soon

US — IRS

  • Federal income tax prep
  • 1099 / W-2 generation
  • State tax support
  • Estimated quarterly payments

UK — HMRC

  • Corporation tax return
  • VAT return filing
  • Making Tax Digital (MTD)
  • PAYE reporting

Baltic EU — VID & VMI

  • Latvia VID VAT & CIT returns
  • Lithuania VMI filings
  • EU VAT OSS reporting
  • Intrastat declarations

Integrations

Everything you already use

Native API connections — no CSV imports, no manual reconciliation.

European banks

HSBC
Barclays
Deutsche Bank
BNP Paribas
ING
Rabobank
Société Générale · soon

US banks

JPMorgan Chase
Bank of America
Citibank
Wells Fargo
Goldman Sachs · soon

Payment providers

Wise
Payoneer
Revolut Business
Airwallex
Stripe Treasury · soon

Why TSM CRM

Built for finance teams that operate globally

Real-time sync

Balances and transactions update automatically. No manual imports, no stale data.

Multi-jurisdiction

Manage entities across EU, UK, and US from one dashboard. Localised tax rules built in.

Enterprise security

AES-256 encryption, 2FA, IP whitelisting, full audit trail. Your data never leaves your control.

Pricing

Simple, transparent pricing

No setup fees. No hidden costs. Cancel anytime.

Starter

$0/mo

For small teams starting with multi-bank visibility.

  • 2 entities
  • 2 bank integrations
  • P&L and cash flow reports
  • 10 invoices/month
  • Email support
Get started
Most popular

Pro

$249/mo

For growing finance teams across multiple entities.

  • 10 entities
  • All bank integrations
  • Full P&L / CF / BS reporting
  • Tax filings (US, UK, LV, LT)
  • Unlimited invoices & contracts
  • AML screening
  • Priority support
Get started

Enterprise

Custom

For organizations with custom compliance and infrastructure.

  • Unlimited entities
  • Custom integrations
  • On-premise deployment
  • Custom tax jurisdictions
  • SLA + dedicated manager
  • White-label option
Contact us

Ready to unify your finances?

Join 120+ finance teams that run their global operations on TSM CRM.