Kestrel SME Portal · Tribe Prototype Suite

fact_check

lock

Access restricted

workspace_premium

Programme details

Relationship manager

{{ v.pgRmEmail }}

Programme fee

{{ v.pgFee }}

Restrictions in force

Each restriction states where it comes from — the bank, your programme, your status or your role.

lock

Fee schedule

Fee group FG-UK-SCALE-2 · effective 15 July 2026

schedule{{ v.pgFeeUpcoming }}

{{ p.fee }}

Accounts{{ p.accounts }}

Currencies{{ p.curLabel }}

Users{{ p.users }}

Support{{ p.support }}

· {{ w.l }}

Current

Invite only

{{ v.pgCmpFrom }} → {{ v.pgCmpName }}

{{ v.pgCmpKind }} · {{ v.pgCmpChanged }}

Change

route

No migration in progress

When a programme change is approved and its terms accepted, migration progress appears here — accounts, cards, limits, roles and modules, stage by stage.

Migration

{{ v.pgMig.from }} → {{ v.pgMig.to }}

Effective {{ v.pgMig.effective }} · {{ v.pgMig.stage }}

What this affects

Programme history

{{ h.at }}

{{ k.v }}

All requests

Request

Type

Stage

With

inbox

Current

Requested

This request will not reach Kestrel until it is approved inside your business.

Comments

No comments yet

{{ c.who }} · {{ c.at }}

Timeline

Documents

No documents attached

description {{ d.n }} {{ d.at }}

Actions

Verification status

Outstanding items

{{ v.kybOpenCount }} — resolve these to complete verification

{{ k.meta }}

description {{ k.file }}

verified

Nothing outstanding

Your business verification is complete and up to date.

Verification timeline

Who is responsible

{{ v.dashCountLabel }} · {{ v.dispNote }}

Show figures in

{{ w.posLabel }}

dashboard_customize

{{ k.value }}

Liquidity, runway, spend discipline and FX exposure

{{ v.health.score }}

auto_awesome

{{ a.amount }}

task_alt

{{ u.day }}

{{ u.amount }}

Business accounts

{{ v.acctSel.type }} · {{ v.acctSel.cur }}

{{ v.acctSel.balFmt }}

Available

{{ v.acctBal.availableF }}

Reserved

{{ v.acctBal.reservedF }}

Ledger

{{ v.acctBal.ledgerF }}

Currencies on this account

Convert inside this account

From

Amount

{{ v.inCvtPreview }}

Opened

{{ v.acctOpened }}

Type

receipt_long

No movement in this currency yet

Transfer between accounts

From

{{ v.xferFrom }}

Amount

{{ v.xferPreview }}

Virtual IBANs

{{ v.vibanCount }} issued · credits settle into this account

{{ x.iban }}

{{ x.purpose }} · {{ x.receivedF }}

No virtual IBANs on this account yet. Issue one per client or corridor so incoming credits reconcile themselves.

Statements

picture_as_pdf

In {{ st.inflow }} · Out {{ st.outflow }}

{{ v.wCur }} wallet · {{ v.wHost }}

{{ v.wBal }}

Available {{ v.wAvail }} Pending {{ v.wPending }} {{ v.wHome }}

Held across

Transaction history

No movement in this wallet yet

You sell

{{ v.wExAvail }}

You receive

{{ v.wExRecv }}

Rate breakdown

Market rate{{ v.wExMkt }}

Bank margin{{ v.wExMargin }}

Total rate{{ v.wExRate }}

Exchange fee{{ v.wExFee }}

Final amount{{ v.wExRecv }}

Rate locked{{ v.wExLeft }}

Quote expired — get a fresh rate.

Quotes hold for 30 seconds. Balances update instantly on confirmation.

Scan to pay this wallet

Local receiving details

infoFunds credit this wallet directly — no conversion unless your currency settings say otherwise.

Send from this wallet

Payees that settle in {{ v.wCur }} — fees and approval are shown before you authorise.

No {{ v.wCur }} payees yet

{{ b.bank }} · {{ b.swift }}

{{ b.country }} · {{ b.cat }}

Auto-conversion for incoming {{ v.wCur }}

What happens when someone pays this wallet.

info{{ v.wHomeNote }}

Limits & restrictions

Exchange history

Ref

Pair

Sold

Bought

Rate

Status

{{ h.id }}

{{ h.soldF }}

{{ h.boughtF }}

{{ h.rateF }}

Matching

{{ v.txCount }}

Money in

{{ v.txIn }}

Money out

{{ v.txOut }}

Net

Date

Description

Account

Category

Status

Amount

search_off

No transactions match those filters

Try clearing the search or widening the date range

{{ b.curLabel }} · {{ b.cat }}

{{ b.acct }}

{{ b.swift }}

Last paid {{ b.last }}

Payment tracking

{{ v.payTrackCount }} · select one for the full audit trail

search_off

No payments in this view

warning{{ t.note }}

Payment templates

{{ t.usedLabel }}

From{{ t.fromName }}

Amount{{ t.amountF }}

Reference{{ t.ref }}

Scheduled & recurring

Beneficiary

Type

Next run

Amount

Status

{{ p.nextF }}

{{ p.amtF }}

credit_card_off

No cards funded by {{ v.scopeName }}

Issue one, or switch to all accounts in the sidebar.

{{ v.cardSel.numMasked }}

                    EXP {{ v.cardSel.exp }}CVV {{ v.cardSel.cvvMasked }}{{ v.cardSel.cur }}
                  

{{ v.cardSel.statusLabel }} {{ v.cardSel.typeLabel }} · funded by {{ v.cardSel.acctName }}

Spending limit

{{ v.cardLimitLabel }}

Spent {{ v.cardSel.spentFmt }}{{ v.cardSel.pctLabel }}Left {{ v.cardSel.remainFmt }}

donut_small

{{ v.cardEnv.owner }} · {{ v.cardEnv.period }} envelope

Spent {{ v.cardEnv.spentF }}{{ v.cardEnv.pctLabel }}Left {{ v.cardEnv.leftF }}

Card controls

Allowed merchant categories

MCC {{ m.mcc }}

shield{{ v.cardDeclineNote }}

{{ k.v }}

alt_route

Expenses begin with a card transaction. Attach a receipt to a transaction, then submit it for approval — a receipt on its own is held as unmatched.

Card transactions

Merchant

Card

Amount

Status

Action

task_alt

Nothing in this view

{{ r.amtF }}

Unmatched receipts

Held until you attach them to a card transaction — never posted as an expense on their own.

No unmatched receipts

receipt_long

{{ r.summary }}

No unmatched transaction to attach to

donut_small

Every card and expense is coded to a cost centre. These envelopes govern card spend — they are not your general ledger, so your accounting system stays the system of record.

{{ k.v }}

Cost centres & envelopes

admin_panel_settings{{ v.bRoleNote }}

Node

Budget

Spent

Consumption

Status

{{ n.glLabel }} · {{ n.owner }} · {{ n.period }}

{{ n.budgetF }}

{{ n.spentF }}

{{ n.pctLabel }} · {{ n.leftF }} left

Nothing outstanding

{{ t.meta }}

New envelope

{{ t.amountF }}

from {{ t.fromF }}

{{ c.contact }} · {{ c.terms }}

{{ c.email }}

TRN {{ c.trn }}

Outstanding

Billed

{{ c.billedF }}

{{ k.v }}

Invoices

Invoice

Client

Issued

Due

Amount

Status

{{ i.id }}

{{ i.issuedF }}

{{ i.dueF }}

{{ i.amtF }}

History

search_off

No matching conversations

auto_awesome

{{ v.aiActiveTitle }} · reads your ledger only

{{ st.v }}

What I can do

Value

{{ v.cTotal }}

Total portfolio value

{{ v.cTotal }}

{{ v.cTotalAed }}

Unrealised P&L

{{ v.cPl }} · {{ v.cPlPct }}

24h

{{ v.cDay }}

Stablecoin

{{ v.cStable }}

Portfolio performance

Month-end value · USD thousands

Holdings

Asset

Quantity

Price

Value

P&L

24h

{{ a.sym }}

{{ a.name }} · {{ a.chain }}

{{ a.qtyF }}

{{ a.priceF }}

{{ a.valF }}

Multi-asset wallets

Scan to receive {{ v.cWallet.sym }}

{{ v.cWallet.chain }} wallet

{{ v.cWallet.name }} · {{ v.cWallet.sym }}

{{ v.cWallet.qtyF }} {{ v.cWallet.sym }}

≈ {{ v.cWallet.valF }}

Receive address

{{ v.cWallet.addr }}

warningSend only {{ v.cWallet.sym }} on {{ v.cWallet.chain }}. Other assets will be lost.

Asset

Amount in USD

Live price{{ v.tradePrice }}

You receive{{ v.tradeQty }}

Trading fee 0.49%{{ v.tradeFee }}

Confirm order

Funded from USD Collections · settles instantly

Order{{ v.tradeSideLabel }}

Quantity{{ v.tradeQty }}

Fee{{ v.tradeFee }}

Total{{ v.tradeTotal }}

check

Order filled

{{ v.tradeSideLabel }} · {{ v.tradeQty }}

Live market

Streaming

On-chain & trading activity

{{ t.note }} · {{ t.date }}

{{ t.hash }}

Custody controls

Address whitelist

verified_user

{{ w.chain }} · {{ w.short }}

Total value {{ v.apprValue }}

{{ a.id }} · raised by {{ a.by }} · {{ a.dateF }} · {{ a.rule }}

{{ a.amtF }}

{{ k.v }}

People

{{ v.teamCount }} · select anyone to see and change their access

group_off

No users match

{{ v.teamSel.roleLabel }} — {{ v.teamSel.roleDesc }}

{{ v.teamSel.inviteMeta }}

Role

Department

Payment limit

Account scope

Effective access

Temporary access

No temporary grants

{{ g.window }}

Manage

Approval rules

Rules apply to every payment raised in this business.

Departments

Budgets are controlled in Expenses → spend controls.

{{ d.users }} · {{ d.owner }} · {{ d.gl }}

{{ d.cap }}

{{ k.v }}

Report library

Profit & loss · trailing 12 months

Scheduled reports

{{ r.cadence }} → {{ r.to }}

Company profile

Used on statements, invoices and payment advices

KYB verified

Registered identity

Legal name

Trading name

Company number

VAT registration number

Incorporated

Entity type

gpp_maybe{{ v.coLockedNote }}

Registered address

Address line 1

Address line 2

City

Postcode

Country

Business & contact

Industry

SIC code

Employees

Website

Phone

Finance contact email

edit_noteUnsaved changes

Directors on file

{{ d.roleLabel }} · {{ d.email }}

verified

Verification documents

description

Modules

{{ v.brandName }} controls which capabilities this tenant sees.

Digital assets & crypto

Portfolio, wallets, trading and custody controls. Fully isolated from banking — switching it off removes the module and its navigation without touching accounts, cards or payments.

Requirements Navigator

Browse every feature available within your SME digital banking workspace.

{{ v.reqCount }}

Recently visited

search_off

No features match that search

Try a different keyword, or clear the filters.

Products & modules

{{ v.modProgramme }} · request anything your bank offers but your programme does not yet include.

Pricing{{ m.fee }}

Lead time{{ m.lead }}

Onboarding{{ m.needsLabel }}

check_circleLive on your programme

hourglass_topRequest in progress

Your bank does not offer this product

Programme change requests

No requests raised

{{ r.meta }} · expected {{ r.volume }}

White-label branding

Unpublished changes

Changes apply live across navigation, cards, statements and the sign-in screen.

Portal name

Mark

Tagline

Primary colour

Secondary colour

Physical card artwork

Portal subdomain

{{ v.brandUrl }}

Statement header

error{{ v.brandErr }}

Live preview

space_dashboardDashboard

account_balanceAccounts

Executive card

•••• •••• •••• 4417

Statement header

Notification preferences

API keys

{{ k.key }} · created {{ k.created }}

Scopes: {{ k.scope }}

Preferences

language

Portal language

Currently {{ v.langCurLabel }} — sets labels, number and date formatting, and text direction.

Audit log

{{ v.auCount }} · every action carries actor, role, target, time and IP

No audit events match

{{ a.actor }} — {{ a.action }}

{{ a.meta }}

{{ v.secScore }}

Security posture

Strong

Two items would take you to 100 — enable an IP allowlist and review the dormant user.

Enforce MFA for all users

Authenticator app or hardware key

Controls

Sessions & devices

devices

{{ x.ip }} · {{ x.t }}

Activity history

{{ a.time }}

{{ v.rm.role }} · {{ v.rm.hours }}

{{ v.rm.phone }}{{ v.rm.email }}

Support tickets

Live chat · James is online

Knowledge base

Frequently asked

All notifications