Synthix Finance services are currently available exclusively for Deutsche Bank clients in Europe, UKI, US and India, with more countries/regions to follow soon.

Please contact your Deutsche Bank Cash Management sales representative to find out more.

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Features

Tag and structure cash with confidence

Categorisation

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Manually tag transactions Create rules to automatically tag transactions

Manually tag transactions

Manually tag what matters most

Apply tags to individual transactions when deeper context is needed. Add clarity where it counts, without changing your wider categorisation model or underlying data.

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Create rules to automatically tag transactions

Automate tagging with simple rules

Create rules that automatically tag transactions as they arrive, reduce manual effort, improve consistency, and ensure cash activity is categorised the same way every time.

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Documentation portal

Clear guidance for every user

Explore the Synthix Finance documentation for step by step guidance, API references and platform walkthroughs. Built for treasury teams and developers alike, it supports faster onboarding, deeper insight and confident use of advanced features.

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FAQs

When should we manually tag transactions instead of using rules?

Manual tagging is ideal for one-off items, exceptions, or transactions that need specific context. It allows teams to add insight without affecting broader automation.

How do automated tagging rules work in practice?

Rules apply tags automatically based on transaction attributes. Once set, they ensure similar transactions are handled consistently, saving time and reducing manual work.

Can we combine manual tagging and automated rules?

Yes. Automated rules handle the majority of transactions, while manual tags can be added where additional clarity or judgement is required.

Can tagging rules be updated as our business changes?

They can. Rules are designed to evolve alongside your business, allowing you to adjust tagging logic as structures, entities or priorities shift.

How does tagging support better dashboards and reporting?

Tagged transactions feed directly into categorised views and dashboards. This improves visibility, makes reporting more meaningful, and helps teams understand cash activity at a glance.