Sweep idle cash to automatically earn yield across every entity you operate - each account under its own tax ID, never pooled. Built for organizations running many LLCs, subsidiaries, or locations, without changing banks.

What are multi-entity cash sweeps?

Multi-entity cash sweeps automatically move excess cash into yield-generating funds across many legal entities at once - each LLC, subsidiary, or property sweeping on its own, under its own tax ID. For organizations with 20+ accounts spread across entities, moving cash by hand isn’t realistic. Balance automates it across your whole structure, on top of the banks you already use.

Why multi-entity cash is hard to optimize

• Every entity has its own accounts, often at different banks.

• Idle balances accumulate across all of them.

• Moving funds entity-by-entity is slow and error-prone at scale.

• Banks rarely pay meaningful interest on business balances unless they’re large and concentrated.

How Balance sweeps across entities

• Connect each entity’s accounts.

  • No switching banks; keep your existing relationships.

• Set a target balance per entity or account.

  • You decide what stays liquid for operations.

• Excess sweeps into yield.

  • Cash moves into liquid treasury-grade funds, in an account opened under that entity’s tax ID.

• Never pooled.

  • Each sweep generates its own statements and 1099s.

• Next-day liquidity.

  • Whenever an entity needs its cash.

Who this fits

Real estate groups with an entity or SPV per property; franchise operators with many locations; holding companies and multi-subsidiary businesses - any organization whose cash is divided across many entities.

Part of a complete treasury platform

Multi-entity sweeps are one piece of Balance’s multi-entity treasury management platform. Pair them with real-time visibility, forecasting, and transaction intelligence across every entity.

• Privately insured custody up to $150m, SIPC-insurance up to $500,000; SEC-registered investment adviser; SOC 2 Type II certified.

Frequently asked questions

Do I have to switch banks?

No. Balance connects to the accounts each entity already holds and works on top of them.

Is each entity’s cash kept separate?

Yes. Sweep accounts are opened under each entity’s tax ID and are never pooled; you receive separate statements and 1099s.

How many entities can I connect?

There’s no practical limit - Balance is built for organizations running dozens or hundreds of accounts across entities.

How fast can an entity access its cash?

Funds are fully liquid with access as fast as one business day.