Treasura
Treasury, live

Treasura pulls every bank, entity, and currency into one position that's already correct when you log in — so your team forecasts thirteen weeks out, sweeps idle cash overnight, and closes the month without rebuilding a single workbook.

  • 380+ bank connections
  • Read-only by default
  • SOC 2 Type II · ISO 27001
treasura — global position · 06:58 ET
treasura ▸ position --consolidated --live

  GLOBAL CASH        $412.8M    ▲ $6.2M vs. T-1
  entities  14   ·   banks  31   ·   ccy  9

  USD   $228.4M  ████████████████░░░░  55%
  EUR   €  86.1M  ███████░░░░░░░░░░░░░░  23%
  GBP   £  41.7M  ████░░░░░░░░░░░░░░░░░  11%
  +6 currencies …                       11%

  ✓ sweep  $18.4M idle → reserve  (overnight)
  ✓ recon  1,204 / 1,204 lines matched
  ⚠ forecast  payroll gap  in 19d  ·  ACK?

  13-week liquidity  ▸  all covenants clear

Cash teams at scaling enterprises run on Treasura

HarborlineVantorSteelpointMeridian GroupNorthcapAtlas ReserveQuayloHarborlineVantorSteelpointMeridian GroupNorthcapAtlas ReserveQuaylo
The platform

The treasury desk yourspreadsheets keptpretending to be.

Visibility, forecasting, payments, and controls in one place — instead of forty browser tabs, three bank portals, and a finance inbox nobody trusts.

Real-time cash visibility

Every account, every entity, every currency — refreshed through direct bank links and SWIFT MT940 feeds. Open Treasura and see precisely what you hold, where, as of this minute.

13-week liquidity forecast

AP, AR, payroll, and debt schedules roll into a forecast that re-bases itself as transactions clear. You model a covenant breach nineteen days out — not in the post-mortem.

Automated overnight sweeps

Set a target balance per account; Treasura moves surplus to yield and funds shortfalls before the next business day. Every move is rule-bound, logged, and reversible.

Policy-bound payments

Route every disbursement through approval chains with dual control, per-user limits, and a tamper-evident trail. No payment leaves without the signatures policy demands.

FX exposure, watched

Net exposure by currency, recalculated as positions move. When a pair drifts past your policy band, Treasura flags it — and you hedge from the same screen.

What a treasury desk gets back

$1.2T
Cash under live view annually
11,400+
Bank accounts connected
4.5 days
Cut from every month-end close
47s
From login to global position
Inside the workstation

Four screens your treasurerlives in all day.

Not a marketing mock-up. These are the working surfaces a cash team opens before the first balance email lands.

Cash

Position cockpit

One consolidated number on top, drill-down by entity, bank, and currency underneath — with yesterday's delta on every row.

Liquidity

Forecast canvas

Thirteen weeks of inflows and outflows on a single timeline, with scenario sliders for delayed receivables and pulled-forward payroll.

Automation

Sweep ledger

Every overnight movement, the rule that triggered it, and the yield it captured — auditable line by line, exportable in a click.

Controls

Approvals queue

Pending disbursements with limit, policy, and second-signer status — clear what's safe, hold what isn't, leave a trail either way.

Fits the stack you already run

It sits between yourbanks and your ledger.

Treasura reconciles both sides as transactions post — so the number in the board pack and the number in the GL are never two different numbers.

Direct bank connectivity

Pre-built links to 380+ banks plus SWIFT, EBICS, and host-to-host API rails. Onboarding a new account is a form, not an IT project.

ERP-native sync

Two-way integrations with NetSuite, SAP, Oracle, and Workday keep cash, AP, and AR in lockstep — no nightly CSV ritual.

Continuous reconciliation

Bank statements match ledger entries as they land, with exceptions surfaced the moment they appear instead of on close day.

Audit-ready by default

Export board packs, covenant compliance, and cash-flow statements your auditors accept without the follow-up call.

Treasurers, in their words

The teams who stoppedchasing balances.

Every morning started with ninety minutes pulling balances out of eleven bank portals into a workbook. Now it's one screen, and it's already right before I've finished my first email.

E
Elena Vásquez
Group Treasurer, Harborline

The forecast flagged a payroll-funding gap nineteen days out. We moved cash on a Tuesday instead of scrambling on a Friday. That single alert paid for the year.

D
Daniel Osei
VP Treasury, Vantor

Our auditors asked for cash-controls evidence and I had it exported before the email thread got a third reply. The questions we used to dread just stopped coming.

P
Priya Raman
Director of Treasury Operations, Steelpoint
Pricing

Priced against the cashyou actually manage.

Annual plans, billed monthly. Implementation and bank onboarding are included — no integration invoice arrives six weeks later.

Growth

For finance teams consolidating their first banks.

$1,800/mo
  • Up to 25 bank accounts
  • Real-time cash visibility
  • 13-week forecasting
  • 1 ERP integration
  • Email support
Most popular

Scale

For multi-entity treasury operations.

$4,500/mo
  • Up to 150 bank accounts
  • Automated overnight sweeps
  • FX exposure tracking
  • Payments with dual control
  • Unlimited ERP integrations
  • Onboarding manager + priority support

Enterprise

For global treasury at the highest volumes.

Custom
  • Unlimited accounts & entities
  • Dedicated bank-connectivity desk
  • Custom controls & policy engine
  • SSO, SCIM & exportable audit logs
  • Named treasury solutions architect
  • 99.99% uptime SLA

What treasurers ask beforethey switch.

How long until our banks are connected?

Most accounts go live within days through our pre-built links to 380+ banks, SWIFT, and EBICS. Our connectivity desk handles the bank paperwork — there is no IT project on your side.

How is our financial data protected?

Treasura is SOC 2 Type II and ISO 27001 certified, encrypts data in transit and at rest, and enforces SSO, granular roles, and segregation of duties. The platform is read-only by default; initiating a payment requires explicit dual-control approval.

Will the numbers match our ERP?

Yes. Two-way integrations with NetSuite, SAP, Oracle, and Workday reconcile cash, AP, and AR continuously, so the board pack and the general ledger never tell two stories.

Can it handle many entities and currencies?

That's the point of it. Consolidate any number of entities across any currencies into one position, with automatic FX rates, entity-level drill-down, and per-currency exposure.

What happens to our spreadsheets?

They retire. The positions, forecasts, and reconciliations that lived in fragile workbooks become live, audited, and shared — with a clean export whenever you need a point-in-time snapshot.

See your real positionbefore the call ends.

Bring two of your bank accounts to a 30-minute demo. We'll connect them live and show you your consolidated cash position before we hang up.