A demo-only product surface for balances, transactions, and cash-flow review.
This page uses sample data for presentation only. The signed-in dashboard uses imported Plaid data when accounts are connected.
Operating model
Connected cash visibility with read-only insights
Institution-ready
Structured surfaces, approval-aware copy, and balance-first hierarchy.
Customer signal
Built to validate account connection, cash review, and transaction intelligence.
$259,370
Available cash $257,920 across 3 institutions
30-day inflow
$61,200
+6.2%
30-day outflow
$42,100
-2.8%
Alerts
3 activeTax reserve below target by $3.4K
Two institutions synced in the last 15 minutes
Recurring vendor activity ready for review
Linked accounts
3 activeChase · Operating
Business Checking · •••• 2481
$43,820
Available $42,680
Capital One · Reserve
High-Yield Savings · •••• 9022
$185,400
Available $185,400
Bank of America · Tax Holdback
Business Savings · •••• 1124
$30,150
Available $29,840
Cash flow summary
Six-month snapshot of inflow versus outflow.
Demo insight
Understand what changed before you act elsewhere
Northline v1 keeps the workspace read-only. Use imported transaction patterns to decide what to verify in your bank, accounting system, or internal workflow.
Sample review checklist
Largest category
Operations
Recurring vendor
Payroll provider
Cash-flow cue
Outflow higher than last period
Suggested next step
Verify in source systems
Compliance-aware demo mode
This sample card does not represent a live user account and does not execute any financial action.
Recent transactions
Stripe Payout
Income · Operating · Apr 16
$9,200
posted
Mercury Payroll Transfer
Payroll · Operating · Apr 15
-$5,400
posted
Microsoft 365
Software · Reserve · Apr 15
-$682
pending
Client Retainer
Income · Operating · Apr 14
$3,400
posted
IRS Estimated Tax
Tax · Tax Holdback · Apr 13
-$1,800
posted
Spending categories
Demo guardrails
This demo uses sample data only. In the signed-in workspace, Northline prioritizes imported Plaid transactions and read-only cash-flow summaries.
Read-only banking workspace
Start with linked accounts and clearer financial visibility.
Connect institutions, review categorized activity, understand cash flow, and ask Northline AI for informational summaries based on imported transaction rows.