Frequently Asked Questions

Calystrix connects to your business accounts, analyses your day-to-day cash position, and surfaces where surplus funds could be put to better use. It's built to flag idle balances and suggest practical next steps rather than leaving cash sitting unused in a current account.

The platform is aimed at small and growing UK businesses that hold working capital in standard business accounts and want clearer visibility over cash flow without hiring a dedicated finance team.

You link your existing business bank accounts through a secure connection process during setup. Calystrix then reads transaction and balance data to build its cash analysis — it does not require you to move your banking relationship.

Data security is a core part of how the platform is built. We recommend reviewing our Privacy Policy for full details on how information is handled and protected.

Calystrix is designed to surface recommendations and insights. Any deployment of funds is something you review and action yourself — the platform supports your decisions, it doesn't act on your accounts without your involvement.

Most businesses complete the initial setup in one sitting. Once your accounts are connected, Calystrix begins analysing your cash data and typically produces initial insights shortly after.

No. Calystrix is built to present cash insights in plain, practical terms so business owners can understand their position without needing a finance background.

Yes. Calystrix is intended to complement the advice you already receive, giving you and your advisers a clearer day-to-day view of cash position between formal reviews.

If you remove a connected account, Calystrix stops pulling new data from it. Existing analysis may remain available depending on your account settings, but future insights for that account will no longer be generated.

Yes. The analysis is based on your actual transaction history and balances, so it adapts to fluctuating cash patterns rather than assuming a flat, predictable flow.

Use the "Start Setup" button at the top of the site to begin connecting your accounts, or visit our contact page if you'd like to ask something first.