Real-World Treasury Solutions

Treasury Use Cases

See how TreasuryOS solves the everyday challenges faced by corporate treasurers. From forecasting to reconciliation, we've got you covered.

Predict with Confidence

Cash Flow Forecasting

The Challenge

Treasurers spend hours in Excel building cash forecasts from multiple sources. Manual processes lead to outdated forecasts, missed patterns, and poor visibility into future liquidity positions.

How TreasuryOS Helps

Import your bank statements and let our ML models learn your cash flow patterns. Get automated forecasts that improve over time, with Prophet-based predictions that capture seasonality, trends, and anomalies.

  • Automated forecast generation from historical data
  • ML-powered predictions with confidence intervals
  • Multiple scenario planning (optimistic, pessimistic, base)
  • Real-time updates as new transactions arrive
  • Export forecasts to Excel or integrate via API

Key Benefits

Automated forecast generation from historical data
ML-powered predictions with confidence intervals
Multiple scenario planning (optimistic, pessimistic, base)

Optimize Your Banking Costs

Bank Fee Analysis

The Challenge

Bank fees are often buried in complex statements and scattered across multiple banks. Without proper analysis, companies may overpay on banking services they don't need or use inefficiently.

How TreasuryOS Helps

Upload your bank statements and automatically categorize all fees. Identify patterns, compare across banks, and spot opportunities to reduce costs and negotiate better rates.

  • Automatic fee extraction from MT940/CAMT statements
  • Categorization by fee type (wire, ACH, maintenance, etc.)
  • Bank-by-bank comparison dashboards
  • Trend analysis to spot unusual charges
  • Data-driven insights for bank negotiations

Key Benefits

Automatic fee extraction from MT940/CAMT statements
Categorization by fee type (wire, ACH, maintenance, etc.)
Bank-by-bank comparison dashboards

Manage Currency Risk

FX Rate Monitoring

The Challenge

Multi-currency operations require constant monitoring of exchange rates. Manual tracking leads to missed hedging opportunities, unexpected FX losses, and poor visibility into currency exposure.

How TreasuryOS Helps

Real-time FX rate feeds with historical charts. Track your currency exposure across all accounts, monitor FX deals and hedging positions, and analyze rate movements over time.

  • Real-time rates for major currency pairs
  • Historical rate charts and trend analysis
  • Exposure tracking across all entities
  • FX deal and hedge position management
  • Multi-currency cash position visibility

Key Benefits

Real-time rates for major currency pairs
Historical rate charts and trend analysis
Exposure tracking across all entities

Match Transactions Automatically

Smart Reconciliation

The Challenge

Manual reconciliation is time-consuming and error-prone. Matching bank transactions with expected cash flows requires tedious work, and discrepancies often go unnoticed until it's too late.

How TreasuryOS Helps

Automatic matching between bank statements and your cash flow forecasts. Flag anomalies, identify unmatched items, and maintain a clear audit trail for all reconciliation actions.

  • Automatic matching with configurable rules
  • Anomaly detection for unusual transactions
  • Clear visibility of matched vs unmatched items
  • Audit trail for all reconciliation actions
  • Quick identification of discrepancies

Key Benefits

Automatic matching with configurable rules
Anomaly detection for unusual transactions
Clear visibility of matched vs unmatched items

Optimize Cash Positions

Liquidity Management

The Challenge

Cash spread across multiple accounts and banks reduces visibility. Without a consolidated view, treasurers struggle to understand their true liquidity position and optimize fund allocation.

How TreasuryOS Helps

Consolidated cash visibility across all accounts and entities. See your total cash position in one dashboard, broken down by bank, entity, and currency.

  • Consolidated cash position across all banks
  • Multi-entity and multi-currency views
  • Bank account balance aggregation
  • Cash position trends over time
  • Export data for further analysis

Key Benefits

Consolidated cash position across all banks
Multi-entity and multi-currency views
Bank account balance aggregation

Ready to Transform Your Treasury?

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