---
title: Primary Reviews
meta_title: 'Primary Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Primary works for a business like yours.
date_modified: '2025-12-16'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Primary Reviews
**Vendor:** Primary  
**Category:** [Treasury Management Systems](https://www.g2.com/categories/treasury-management-systems)
## About Primary
Primary is the command & control centre for finance teams. Our platform provides a unified experience for financial operations, yield, insights, FX & more, to help ambitious businesses reduce manual workflows and unlock additional revenue streams. Powered by products from BlackRock, Goldman Sachs, State Street & more, businesses on Primary unlock up to 4.5% in yield and extend their runway. Primary works with companies like Euc, Constantinople, Qwilr, Leonardo, Marqo and Neara.






- [View Primary pricing details and edition comparison](https://www.g2.com/products/primary-primary/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-21+07%3A31%3A38+-0500&secure%5Bsession_id%5D=fbc42781-6d00-4662-ab94-fec837656a44&secure%5Btoken%5D=6398b3f02de4ead39ea10a380131ae7b445022194941ab200d54b7f3add4d32f&format=llm_user)

## Primary Features
**Cash Management**
- Monitor Cash Positions
- Debt and Investments
- Cash Pooling
- Cash Operations
- Schedules
- Automated Cash Operations

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Risk and Compliance**
- Manage Different Types of Risk
- Comply with Financial Regulations
- Counterparty Risk Management
- Hedging
- Debt Management
- Cash Management
- Cash Flow Management
- Financial Management
- Payment Management
- Workflow Management
- Liquidity Management

**Analytics**
- Cash Balances
- Risk Positions and Scenarios
- Expiring Contracts and Payments
- Direct Spend Analysis
- Risk Analysis
- Financial Analysis

**Banking**
- Banking Connectivity
- Bank Account Management
- Intercompany Lending
- Automated Banking
- Customer Accounts
- Compliance Management

**Integration**
- Financial Systems
- Reporting/Analytics
- FX and Trading Paltforms
- Multiple Data Sources

**Financial Data Transfer**
- Data Exchange
- Reporting
- Access
- Integration
- Real-Time Data
- Third-Party Integrations

**Agentic AI - Treasury Management Systems**
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Forecasting

**Additional Functionality**
- AI Copilot
- Multi-Currency
- Risk Assessment
- Activity Tracking
- API
- Transaction Monitoring
- Approval Process Control
- Transaction History
- Customizable Reports
- Data Import/Export
- Alerts/Notifications
- Monitoring
- Data Synchronization
- Real-Time Monitoring
- Audit Trail
- Single Sign On
- Secure Data Storage
- For Accountants
- Scenario Planning
- Generative AI
- Activity Dashboard
- Bank Reconciliation

## Top Primary Alternatives
  - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews) - 4.2/5.0 (555 reviews)
  - [Agicap](https://www.g2.com/products/agicap/reviews) - 4.4/5.0 (359 reviews)
  - [Rho](https://www.g2.com/products/rho/reviews) - 4.7/5.0 (126 reviews)