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- Mobile Banking App Backend
- Who it's for
- Corporate treasury
Corporate treasury
Corporate treasury teams often work across organizations, counterparties and accounts. A single instruction links the requesting owner, intended movement, account scope and independent decision. Provider evidence and reconciliation records then show what the bank reported, preserving differences for investigation.
How Mobile Banking App Backend is set up for you
Cash operations
Prepare a movement with its amount, value date, account scope and supporting document.
Treasury control
Review the frozen request revision before it becomes authorized.
Reconciliation
Compare provider movements and dated snapshots with confirmed instructions on the correct account.
Corporate treasury teams often work across organizations, counterparties and accounts. A single instruction links the requesting owner, intended movement, account scope and independent decision. Provider evidence and reconciliation records then show what the bank reported, preserving differences for investigation.
Pilot one organizational entity and its active financial accounts. Choose a common movement between provider accounts, attach the request evidence and record the appropriate counterparty. Let the approver compare the account scopes with the document before deciding. When provider confirmation arrives, retain its event identity and occurrence date for later matching.
Decide who maintains the organization and counterparty directory and who owns each exception. A movement that differs in amount or date should stay open rather than be matched by convenience. Review a receipt with a pending result so the team knows how to inspect persisted effects before repeating an action. Expand to other entities after the first cycle produces a complete trail.
For the first review, show the Auditor the request, decision, provider response and open movement together. This gives treasury a clear way to explain a delayed or disputed bank outcome.
Agree which Treasury Preparer owns the follow-up when a provider response is delayed, and have the Independent Treasury Approver review a changed instruction revision before any renewed submission.
Features to start with
Accounts and counterparties
Keep the banking organizations, eligible counterparties and provider accounts in scope.
Instruction preparation
Build a bank request with an accountable owner and balanced account scope.
Provider evidence
Keep provider identity, confirmations and settlement evidence tied to the request.
Roles on the team
- Auditor
- Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
- Independent Treasury Approver
- Review eligible instruction revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
- Treasury Preparer
- Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
- Reconciliation Analyst
- Checks account snapshots and provider movements against confirmed instructions and sends exceptions to the instruction owner.
Set up Mobile Banking App Backend your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.