Mezzanine Help

What each page in Mezzanine is for, and step-by-step help for what you are trying to do.

By goal

Getting set up

Add a legal entity and apply for its bank account Add a Safe multisig Connect a bank account Give an outside auditor view-only access Invite teammates and choose what they can do Set up your organization

Seeing your money

Check an account's balance and activity Get a live board report of all your assets See your cash and stablecoins

Paying

Approve, sign and send a payment Find out why a payment hasn't gone out Move money between your accounts Pay a vendor invoice Set up a recurring payment

Counterparties & compliance

Add a vendor or contact Ask a contact to enter their own details and payment account Check a counterparty against sanctions lists Store and find company documents Turn on Wallet Verification Mode Verify someone's wallet with a test transaction

By page

Start here

Requires Action All Accounts Balance Sheet Contacts 3rd Party Accounts Evergreen Artifacts Company Files

Manage Assets

Internal Transfers

Send Money

Overview Bill Pay Recurring Payments

System Controls

Our Team Groups Permissions App Library Organization Settings

Legal & Compliance

Entities Wallet Verification OFAC Screening