The Rho platform helps finance teams manage cash allocations effectively by providing distinct, integrated accounts for different purposes.

You can maintain operational funds for payroll and op-ex in the Checking Account and allocate investment capital or reserve funds to the Treasury account (either high-yield cash or T-Bills). While the platform facilitates easy, instant manual transfers between these accounts for allocation, it doesn't currently support automated, rule-based sweeps based on balance thresholds.

Nuances & Considerations

• Manual Control: Automation is limited to policy-based T-Bill investing; general cash allocation between checking and savings relies on user-initiated transfers.
• Sub-Accounts: Rho doesn't offer numerous virtual sub-accounts within checking like some competitors, relying instead on the Checking/Treasury split and budgeting tools.

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