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Synclear’s treasury management layer gives on-chain businesses a consolidated operational view of their financial position. Rather than reconciling balances across wallet explorers and spreadsheets, the treasury dashboard aggregates asset holdings across every connected wallet in real time, categorizes them by asset type and purpose, and produces cash flow data suitable for board reporting or accounting workflows. For businesses holding assets across multiple chains or entities, Synclear provides the single source of truth that operational finance requires. Treasury management does not move your assets passively — it observes and reports. Funds leave wallets only when you initiate an explicit action: a payment batch, a yield deployment, or an inter-wallet transfer authorized through your configured approval policy.

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Wallet Connection

Synclear supports the following wallet types for treasury connection: Multiple wallets can be connected to a single entity profile. Each wallet is labeled (e.g., “Operating Wallet,” “Payroll Reserve,” “Collateral Vault”) for dashboard clarity.

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Asset Aggregation and Allocation Tracking

Once wallets are connected, the treasury dashboard displays:
  • Total on-chain value across all wallets, normalized to USD using Synclear’s oracle layer.
  • Asset breakdown by token (USDC, USDT, DAI, ETH, WBTC, and other supported assets), showing balance, USD value, and percentage of total treasury.
  • Wallet-level breakdown showing how each wallet contributes to the aggregate position.
  • Allocation categories — label assets against treasury categories (e.g., Operating Reserves, Payroll, Collateral Posted, Yield Deployed) to track intended vs. actual allocation.
Allocation labels are set manually or propagated automatically when funds are moved through Synclear-managed flows (e.g., collateral posted through a debt facility is automatically labeled).

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Treasury Policies

Treasury policies define rules that govern how funds in connected wallets can be used through Synclear. Policies are configured per wallet and enforced at the contract level for Synclear-initiated transactions.
Set per-transaction and per-period (daily, weekly, monthly) spending limits for each wallet. Transactions that exceed the limit require escalated approval regardless of the configured multisig threshold.
Restrict which assets can be disbursed from a given wallet. For example, designate a wallet as USDC-only for payroll disbursements, preventing accidental payment from an ETH reserve.
Restrict outbound payments from a wallet to a defined set of verified counterparty addresses. Attempts to initiate payments to non-allowlisted addresses are blocked at the policy layer and flagged for review.
Require a minimum delay between payment initiation and execution for transactions above a defined size. This provides a window for authorized signers to review or cancel large disbursements before they settle on-chain.

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Cash Flow Reporting

The Synclear dashboard generates cash flow reports from on-chain transaction history across your connected wallets. Reports cover:
  • Inflows: proceeds from fundraising events, loan draws, yield distributions, and received transfers.
  • Outflows: payment batches, collateral posts, yield deployments, and fee payments.
  • Net position change over any defined period, broken down by wallet and asset.
Reports are exportable as CSV or JSON. The JSON export is structured for direct ingestion into accounting platforms. On-chain transaction hashes are included for every line item.

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Currency Exposure Management

For businesses holding non-stablecoin assets (ETH, WBTC, and other volatile assets), the treasury dashboard provides exposure tracking:
  • USD-denominated value at risk for each volatile asset position.
  • Historical price performance vs. your entry cost basis (where determinable from on-chain data).
  • Configurable threshold alerts: receive notifications when a volatile asset falls below a defined USD floor.
Synclear does not execute hedging directly but provides the exposure data needed to make hedging decisions through external venues.

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Yield Integration

Idle treasury assets can be deployed to Synclear’s Earn module directly from the treasury dashboard. Yield positions are tracked within the treasury view, with accrued yield displayed as a separate inflow category in cash flow reports.

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Setup

1

Connect Your Wallets

Navigate to Operate → Treasury → Wallets → Add Wallet. Paste the wallet address and select the wallet type (EOA, Safe multisig, or ERC-4337 smart account). For multisig wallets, Synclear reads the on-chain signer configuration automatically. Assign a label to each wallet before saving.
2

Define Allocation Categories

Under Treasury → Allocation Settings, create the categories relevant to your business (e.g., Operating Reserves, Payroll, Collateral, Yield). Assign initial labels to existing balances. These categories propagate forward as funds move through Synclear.
3

Configure Treasury Policies

Navigate to Treasury → Policies. Set spending limits, asset restrictions, counterparty allowlists, and time locks for each connected wallet. Policies take effect immediately upon saving and apply to all subsequent Synclear-initiated transactions from those wallets.
4

Review the Dashboard

Return to Treasury → Overview to confirm the aggregate position is displaying correctly. Verify per-wallet balances against your records. If balances are incomplete, confirm that the correct network (mainnet, L2) is selected in wallet settings.
5

Set Up Reporting Schedule

Under Treasury → Reports, configure automated report generation: select frequency (weekly, monthly), report scope (all wallets or per-wallet), and delivery method (dashboard download, email, or API webhook). Ad hoc reports can be generated at any time.
Synclear reads wallet balances using indexed on-chain data. There may be a short delay (typically under 60 seconds) between an on-chain transaction confirming and the treasury dashboard reflecting the updated balance. For time-sensitive reconciliation, verify directly on-chain.