Real Treasury Scenarios

Use Cases

See how treasury teams use the platform to solve real challenges — from daily cash positioning to complex FX exposure management.

What You Can Build

From simple dashboards to complex workflows — build exactly what your treasury needs

Daily Cash Position

Build a real-time dashboard showing cash balances across all accounts, currencies, and entities. See your global position at a glance.

Cash Flow Forecasting

Create AI-powered forecasts based on historical patterns. Predict liquidity gaps weeks in advance and plan accordingly.

FX Exposure Management

Track currency exposure across entities and time periods. Calculate hedge ratios and monitor FX risk in one place.

Payment Tracker

Monitor outgoing payments, approvals, and execution status. Build custom payment workflows with validation rules.

Bank Fee Analysis

Import bank statements and analyze fees across accounts. Identify cost-saving opportunities and negotiate better terms.

Intercompany Netting

Calculate net positions between entities. Generate netting statements and settlement instructions automatically.

Debt Portfolio Tracker

Track loans, facilities, and covenants in one view. Monitor utilization, maturities, and compliance status.

Anomaly Detection

Use AI agents to flag unusual transactions. Detect duplicate payments, unexpected amounts, or timing anomalies.

Investment Portfolio

Track money market investments, yields, and maturities. Compare returns across instruments and counterparties.

From Idea to App in Minutes

No coding, no IT tickets, no waiting

1

Describe what you need

"Build me a dashboard that shows daily cash position by currency with a 7-day trend chart"

2

AI builds your app

Complete with tables, charts, forms, and business logic. Working code you can customize or export.

3

Connect your data

Import from Excel, connect to bank APIs, or use live market data. All apps share the same data layer.

4

Use it, improve it, share it

Run it daily, iterate with AI to add features, or export as standalone code.

What will you build first?

Start with a template or describe your own use case. The AI handles the rest.