Embedded finance partnerships.
Cash context is most useful inside the tools people already work in. We make ours available to advisors, platforms and AI builders through our API.
Built for finance partners, backed by DYPE.
Cash Optimizer comes out of DYPE — the finance department for startups and scaleups, and a trusted partner of ambitious companies.
Multi-client workspace
One login, separate views per mandate. Switch between clients without logging out or rebuilding exports.
Pre-built cash review
Available cash, 13-week curve and overdue receivables are ready before your weekly client call.
Referral & reseller terms
Commercial terms for firms that introduce clients or resell Cash Optimizer as part of their service.
Read-only by design
No payment-initiation rights. Approval stays in the client's bank and every access is logged.
DYPE runs its own cash management in Cash Optimizer first
Every feature is tested on DYPE's own books and client mandates before it reaches partners. That means the roadmap, edge cases and onboarding are shaped by real finance work, not product assumptions.
Three ways to work together.
Accountants & CFO services
Run every client mandate from one workspace. Cash position, receivables ageing and a proposed payment plan are prepared before the client call, so advisory time goes into decisions instead of exports.
- · Multi-client workspaces
- · Shared scenarios per mandate
- · Referral and reseller terms
ERP & fintech platforms
Embed verified cash context into your own product. Our API returns available cash, forward curve and receivables data so your users never leave your interface to answer a liquidity question. API access is live on Pilot, Growth and Enterprise plans.
- · REST API on paid plans
- · Test workspace during scoping
- · Co-built connectors
AI & agent builders
Let your agents check available cash and the limits a finance team has set before they commit money. Read-only by design — approval always remains with the customer. MCP access is live on Growth and Enterprise plans.
- · MCP access on Growth and Enterprise
- · Available-cash checks
- · Limit and kill-switch awareness
Become a Cash Optimizer finance partner.
Tell us about your firm, your clients and how you want to work together. We will come back to you within 2 business days.
Partner access is read-only and scoped per customer. Data stays in the EU, every access is logged, and a DPA is available on request.