fact_check
{{ v.accBannerTitle }}
{{ v.accBannerSub }}
lock
Access restricted
{{ v.accDeniedReason }}
What to do next
{{ v.accDeniedNext }}
how_to_reg
{{ v.inbNote }}
task_alt
Nothing is waiting on you
Tasks appear here when the bank, your approval rules or your expense policy need something from you.
{{ v.msgNote }}
{{ v.rqSel.internalLabel }}
This request will not reach Kestrel until it is approved inside your business.
Timeline
{{ st.l }}
{{ st.t }}
Actions
{{ v.L.dashTitle }}
Show figures in
calendar_month
{{ v.L.customiseTitle }}
{{ v.dashCountLabel }}. {{ v.L.customiseSub }}
{{ w.posLabel }}
{{ w.icon }}
{{ w.spanLabel }}
dashboard_customize
{{ v.L.allHidden }}
{{ v.L.allHiddenSub }}
campaign
{{ v.commBannerTitle }}
{{ v.commBannerBody }}
{{ v.commBannerFrom }}
credit_card
Your programme includes company cards and you have none yet. Order one to control spend without sharing account details.
{{ k.icon }}
{{ k.label }}
{{ k.period }}
{{ k.value }}
{{ k.delta }}
{{ k.calcShort }}
{{ v.L.wChart }}
{{ v.chartPeriodLabel }}
Money in
{{ v.chartInF }}
Money out
{{ v.chartOutF }}
Net
{{ v.chartNetF }}
{{ v.L.income }}
{{ v.L.expenses }}
{{ b.m }}
{{ v.L.wHealth }}
Liquidity, runway, spend discipline and FX exposure
{{ v.health.score }}
{{ r.label }}{{ r.val }}
auto_awesome
{{ v.health.insight }}
{{ v.L.wQuick }}
Available across the portfolio
{{ v.bkTotalLabel }}
{{ v.bkTotalNote }}
{{ c.cur }}
{{ c.home }}
Accounts and IBANs are different things
{{ e.l }}
{{ e.v }}
Business accounts
{{ v.acctSummary }}
Transfer between accounts
From
{{ v.xferFrom }}
To
Amount
{{ v.xferPreview }}
{{ k.l }}
{{ k.v }}
{{ k.sub }}
account_tree
{{ v.ibExplain }}
{{ v.ibWizTitle }}
{{ v.ibWizSub }}
Select the currency accounts to sit behind this address
Select the currency account
Every currency account already has a receiving address. Open a new currency account first, or link one to an existing multi-currency address.
{{ v.ibWizErr }}
{{ v.ibSelTypeLabel }}
{{ v.ibSelStatusLabel }}
{{ v.ibSelId }}
{{ v.ibSelIban }}
{{ v.ibSelTypeSub }}
Your reference
{{ v.ibSelRef }}
{{ st.label }}
{{ st.date }}
{{ v.ibSelExpected }} · Kestrel provisions every address, so nothing is live until the desk confirms it.
block
{{ v.ibSelReason }}
{{ r.k }}
{{ r.v }}
Currency accounts behind this address
lock
{{ v.ibSelRailNote }}
{{ v.ibSelUnlinkNote }}
Receiving instructions
Rails accepted: {{ v.ibSelRails }}
{{ r.k }}
{{ r.v }}
science
Receiving simulator
{{ v.simNote }}
{{ v.simRuleLabel }}
{{ v.simPreview }}
Request history
{{ r.id }}
{{ r.statusLabel }}
{{ r.acct }} — {{ r.reason }}
Programme linkage rules
{{ r.k }}
{{ r.v }}
History
Every status change on this address, with who made it.
Nothing recorded yet.
{{ h.what }}
{{ h.on }} · {{ h.by }}
{{ h.note }}
south_west
{{ v.miExplain }}
No account in your scope
Money in needs an account you can see. Ask your business owner for account access.
check_circle
{{ v.miResult }}
{{ v.miResultSub }}
Which account should receive?
Each internal currency account has its own receiving address.
Send from
Your own external accounts, connected through Open Banking.
Credit into
Load from card
{{ v.miCardAddNote }}
Credit into
Payer pays into
The request quotes this account's public address.
{{ v.miPanelTitle }}
{{ v.miPanelSub }}
{{ r.k }}
{{ r.v }}
Rails accepted: {{ v.miRecvRails }}. {{ v.miRecvNote }}
link_off
{{ v.miRecvNoIbanTitle }}
{{ v.miRecvNoIbanBody }}
{{ r.k }}
{{ r.v }}
{{ v.miErr }}
{{ v.miSimNote }}
{{ r.k }}
{{ r.v }}
verified_user
{{ v.miCard3ds }}
{{ v.miErr }}
{{ v.miSimNote }}
check_circle
Request created — share the link or QR
{{ r.k }}
{{ r.v }}
{{ r.k }}
{{ r.v }}
{{ v.miErr }}
Currency exposure
{{ v.fxExposureNote }}
{{ a.cur }}
{{ a.pct }}
{{ a.bal }}
Matching
{{ v.txCount }}
Money in
{{ v.txIn }}
Money out
{{ v.txOut }}
search
{{ b.initials }}
{{ b.bank }}
{{ b.acct }}
{{ b.swift }}
{{ b.verLabel }}
{{ v.cardSel.label }}
{{ v.cardSel.statusLabel }}
{{ v.cardCrumb }}
{{ v.cardSel.brand }}
{{ v.cardSel.numShown }}
EXP {{ v.cardSel.expShown }}CVV {{ v.cardSel.cvvShown }}{{ v.cardSel.cur }}
{{ v.cardSel.revealNote }}
{{ v.cardSel.statusLabel }}
{{ v.cardSel.typeLabel }}
{{ v.cardSel.fundLabel }}
Monthly spend
{{ v.cardSel.spentF }} / {{ v.cardSel.limitF }}
{{ v.cardSel.utilLabel }}
{{ v.cardSel.availF }} available
Servicing
{{ v.cardSel.noManageNote }}
alt_route
Expenses begin with a card transaction. Attach a receipt to a transaction, then submit it for approval — a receipt on its own is held as unmatched.
donut_small
Every card and expense is coded to a cost centre. These envelopes govern card spend — they are not your general ledger, so your accounting system stays the system of record.
{{ v.clientCount }}
{{ c.initials }}
{{ c.email }}
{{ c.addr }}
TRN {{ c.trn }}
Outstanding
{{ c.outF }}
Billed
{{ c.billedF }}
Receivables reconciliation
{{ v.reconNote }}
{{ k.l }}
{{ k.v }}
Recurring invoices
A schedule raises the same invoice on a cycle. Each one can be sent automatically or held as a draft for review.
No schedules yet. Turn on repeating when you create an invoice.
{{ r.client }}
{{ r.stateLabel }}
{{ r.id }}
{{ r.amtF }} · {{ r.freqLabel }} · next {{ r.nextF }}
Started {{ r.startF }} · {{ r.endsF }} · {{ r.issuedLabel }} · {{ r.sendLabel }}
auto_awesome
{{ v.brandAiName }}
{{ m.t }}
{{ st.k }}
{{ st.v }}
What I can do
Value
{{ v.cTotal }}
Total portfolio value
{{ v.cTotal }}
{{ v.cTotalAed }}
Unrealised P&L
{{ v.cPl }} · {{ v.cPlPct }}
24h
{{ v.cDay }}
Stablecoin
{{ v.cStable }}
Portfolio performance
Month-end value · USD thousands
{{ p.m }}
Multi-asset wallets
Scan to receive {{ v.cWallet.sym }}
{{ v.cWallet.chain }} wallet
{{ v.cWallet.name }} · {{ v.cWallet.sym }}
{{ v.cWallet.qtyF }} {{ v.cWallet.sym }}
≈ {{ v.cWallet.valF }}
Receive address
{{ v.cWallet.addr }}
warningSend only {{ v.cWallet.sym }} on {{ v.cWallet.chain }}. Other assets will be lost.
Asset
Fiat account
{{ v.tradeSideNote }}
Amount in USD
{{ v.tradeBlocked }}
Live price{{ v.tradePrice }}
You receive{{ v.tradeQty }}
Trading fee 0.49%{{ v.tradeFee }}
Confirm order
Funded from USD Collections · settles instantly
Order{{ v.tradeSideLabel }}
Quantity{{ v.tradeQty }}
Fee{{ v.tradeFee }}
Total{{ v.tradeTotal }}
check
Order filled
{{ v.tradeSideLabel }} · {{ v.tradeQty }}
Custody controls
{{ r.label }}
{{ r.sub }}
{{ v.apprPendingLabel }}
Total value {{ v.apprValue }}
{{ v.apprRuleNote }}
{{ v.apprEmptyNote }}
{{ a.icon }}
{{ a.title }}
{{ a.status }}
{{ a.detail }}
{{ a.id }} · raised by {{ a.by }} · {{ a.dateF }} · {{ a.rule }}
{{ a.stageLabel }}
{{ a.withWhom }}
{{ a.thresholdLabel }}
{{ a.scheduledLabel }}
{{ a.delegatedLabel }}
check_circle
{{ p.act }} · {{ p.by }} · {{ p.at }}
{{ a.ladderLabel }}
{{ a.makerBlock }}
{{ a.decisionLabel }}
{{ a.reason }}
{{ a.decidedBy }} · {{ a.decidedAt }}
{{ a.amtF }}
{{ v.teamSel.name }} · {{ v.teamSel.roleLabel }}
Effective access
{{ v.teamSel.effCount }}
{{ v.teamSel.effNoneWhy }}
Delegated authority
Nothing delegated to or from this person.
{{ d.l }}{{ d.sub }}
{{ d.status }}
{{ d.l }}{{ d.sub }}
{{ d.status }}
Raised
{{ v.mRaisedLabel }}
Decided
{{ v.mDecidedLabel }}
{{ v.mMfaWarnNote }}
Manage
Approval rules
A rule names what it governs, the conditions that fire it, and who must approve. Nothing is approved by the person who raised it.
{{ r.moduleIcon }}
{{ r.name }}
{{ r.stateLabel }}
{{ r.moduleLabel }}
When {{ r.when }}
If {{ r.cond }}
Then {{ r.who }} · {{ r.modeLabel }}
Roles & permissions
Open a role to see exactly which modules and actions it grants. Templates are fixed so every company reads the same; duplicate one to build a role you control.
Kestrel role templates
Custom roles
No custom roles yet. Open a template and duplicate it to start one.
{{ r.assignedLabel }}
{{ v.roleName }}
{{ v.roleDesc }}
{{ v.roleTemplateNote }}
{{ v.roleCustomNote }}
Every action the programme permits. The Business Owner is the only role granted unrestricted authority, and it is still bounded by the programme the bank has issued.
Departments
Departments carry the cost centre, the accountable manager and the budget that card and expense reporting rolls up to.
{{ d.name }}
{{ d.stateLabel }}
{{ d.code }}
{{ d.cc }} · {{ d.managerName }} · {{ d.memberLabel }}
{{ d.note }}
Card spend
{{ d.spendF }}
{{ d.budgetF }}
Delegated authority
Temporary cover for a named person, for named powers, with an end date. Nobody can delegate more than they hold themselves, and a delegate never inherits a role.
No authority is delegated right now.
{{ d.fromInit }}
arrow_forward
{{ d.toInit }}
{{ d.fromName }} → {{ d.toName }}
{{ d.statusLabel }}
{{ d.window }} · {{ d.limitF }}
{{ d.reason }}
Profit & loss · trailing 12 months
{{ r.label }}
{{ r.val }}
Modules
{{ v.brandName }} controls which capabilities this tenant sees.
Digital assets & crypto
Portfolio, wallets, trading and custody controls. Fully isolated from banking — switching it off removes the module and its navigation without touching accounts, cards or payments.
White-label branding
One brand per business. It is served from your own subdomain and every user of this workspace sees it — navigation, cards, statements and the sign-in screen. Light and dark are each user's own choice, not a second brand.
Portal name
Mark
Tagline
Primary colour
Secondary colour
Physical card artwork
Portal subdomain
{{ v.brandUrl }}
Statement header
error{{ v.brandErr }}
Live preview
{{ v.brandMark }}
{{ v.brandName }}
The tagline appears on the sign-in screen, not in navigation.
Executive card
{{ v.brandName }}
•••• •••• •••• 4417
Statement header
{{ v.brand.statement }}
Quiet hours
Hold non-urgent alerts overnight.
to
{{ v.notifQuietNote }}
Delivery cadence
How often email notifications are batched.
Security alerts and anything blocking a payment always send immediately, whatever this is set to.
science
{{ v.apiLabel }}
{{ v.apiIntro }}
Why is this available?
{{ r.k }}
{{ r.v }}
lock
Confirm it is you
{{ v.apiStepLabel }}. Enter the 6-digit code from your authenticator.
{{ v.apiStepErr }}
Preferences
language
Portal language
Currently {{ v.langCurLabel }} — saved to this browser. {{ v.langScopeNote }}
{{ p.l }}
{{ p.note }}
{{ v.prefSample }}
Verification status
{{ v.kybTitle }}
{{ v.kybSub }}
verified
Nothing outstanding
Your business verification is complete and up to date.
Verification timeline
{{ t.l }}
{{ t.t }}
Who is responsible
{{ o.icon }}
{{ o.who }}
{{ o.what }}
workspace_premium
{{ v.pgName }}
{{ v.pgVersion }}
{{ v.pgStatusLabel }}
{{ v.pgDesc }}
{{ v.pgProposedNote }}
Relationship manager
{{ v.pgRm }}
{{ v.pgRmEmail }}
{{ v.pgSupport }}
Programme fee
{{ v.pgFee }}
{{ v.pgNoRequestNote }}
{{ p.icon }}
{{ p.label }}
{{ p.statusLabel }}
{{ p.why }}
lock
{{ v.pgPriceHideNote }}
schedule{{ v.pgFeeUpcoming }}
{{ p.name }}
{{ p.eligLabel }}
{{ p.target }}
{{ p.fee }}
Accounts{{ p.accounts }}
Currencies{{ p.curLabel }}
Users{{ p.users }}
Support{{ p.support }}
· {{ w.l }}
Current
Invite only
route
No migration in progress
When a programme change is approved and its terms accepted, migration progress appears here — accounts, cards, limits, roles and modules, stage by stage.
Migration
{{ v.pgMig.from }} → {{ v.pgMig.to }}
Effective {{ v.pgMig.effective }} · {{ v.pgMig.stage }}
{{ st.l }}
{{ st.t }}
{{ v.secScore }}
Security posture
{{ v.secBand }}
{{ v.secPostureNote }}
Enforce MFA for all users
Authenticator app or hardware key
{{ v.rm.init }}
{{ v.rm.name }}
{{ v.rm.role }} · {{ v.rm.hours }}
{{ v.rm.phone }}
{{ v.rm.email }}
Live chat · James is online
{{ m.t }}
Frequently asked
{{ f.q }}
{{ f.a }}