Frequently Asked Questions

Quantunix is a data-intelligence and risk-calibration platform built for UK small and medium enterprises that hold surplus capital. It brings together cash position data, exposure indicators, and configurable thresholds so finance teams can monitor and review how idle or reserve funds are allocated, without replacing existing banking or accounting systems.

The platform is aimed at finance leads, founders, and operations managers at SMEs who are responsible for deciding how surplus cash is held or deployed. It is built for organisations that want more structured visibility into capital risk rather than relying solely on spreadsheets or ad hoc reviews.

No. Quantunix is an oversight and analysis layer. It does not hold funds, execute transfers, or act as a custodian. Decisions about where capital is placed remain entirely with your organisation and its existing financial institutions.

Data is typically brought in through the connections and exports you already use for accounting or treasury reporting. During onboarding we work through which sources are relevant to your setup and how frequently they should be refreshed.

Protecting client data is a core part of how the platform is designed, and access controls are applied to limit who within your organisation can view or export sensitive figures. For full details on handling and retention, please refer to our Privacy Policy.

Yes. Thresholds, review cadences, and reporting views can be adjusted to reflect your organisation's own risk appetite and internal governance requirements rather than a fixed, one-size-fits-all model.

The interface is built to be usable by finance generalists, not just specialists. That said, organisations with more complex capital structures often find it helpful to involve whoever currently owns treasury or reporting decisions during setup.

Onboarding timelines depend on how many data sources need to be connected and how your internal approval process works. Most teams move from initial setup to a working dashboard within a few working sessions.

Yes, the platform supports multiple users with different access levels, so wider teams can view relevant reporting while sensitive controls remain limited to designated finance staff.

You can discontinue use at any time in line with your agreed terms. We recommend exporting any reports or historical views you wish to retain before access is closed. See our Terms of Service for further detail.

No. Quantunix provides data organisation and risk-visibility tools only. It is not a substitute for independent financial, tax, or legal advice, and decisions about capital allocation should be made in consultation with qualified advisors.

You can book a review session through the link on our homepage, or reach out via the contact details in our footer. We're happy to walk through whether Quantunix fits your organisation's current setup.