Round Treasury Reviews & Product Details

Round Treasury has a clean, easy-to-use interface that makes navigating the platform straightforward. The variety of money market and savings account options is also a plus, making it easy to find the right fit for our needs. The availability of GBP, EUR and USD money market funds is particularly advantageous for companies that operate with multi-currency values. Review collected by and hosted on G2.com.

Better connectivity to our banks beyond open banking would be a welcome improvement. Otherwise, no real issues — the product works as intended for our use case. Review collected by and hosted on G2.com.

A super helpful team, an easy-to-use platform, and amazing product innovation. Overall, it feels like the best way to earn interest on any savings. Also the AI functionality and Round MCP is great Review collected by and hosted on G2.com.

Nothing to report so far - my experience has been very strong. Review collected by and hosted on G2.com.

I really appreciate the super dedicated team at Round Treasury. Their top support via Slack is fantastic, as they quickly jump on any issues that arise and even proactively reach out when they spot anything. I also love the ease of the platform, which just makes things straightforward and saves me time. Whenever there's an issue that needs troubleshooting, it's resolved quickly, which I find really valuable. Review collected by and hosted on G2.com.

I think there were some minor UX things that were confusing at first, but those were really quickly resolved. Getting used to the menu and the home page to find the relevant aspects of how to manage a business and figuring out how to best build workflows took a minute. Review collected by and hosted on G2.com.

I really appreciate the ease at which I can open multiple savings accounts under one umbrella with Round Treasury. This feature is especially valuable for a small to medium-sized enterprise like mine and is incredibly hard to replicate elsewhere. I also find it saves a significant amount of time and reduces the administrative hassle of dealing with multiple banks and their varied processes. The initial setup was very easy thanks to a setup call with Pac, the founder, who was incredibly helpful along with follow-ups from other team members. Review collected by and hosted on G2.com.

The UI/UX could be improved/simplified. Review collected by and hosted on G2.com.

I love the simplicity of Round Treasury. The money automatically gets put into the BlackRock money market account, where it earns 3.59% interest (at time of writing). It's very easy to take the money back out, and the automations mean that we are never caught short when it comes to making supplier payments and making payroll. Plus, the initial setup was super easy, and there was a Slack channel quickly set up by the Round Treasury team to answer any questions during the KYB process. Overall, it has been a brilliant experience. Review collected by and hosted on G2.com.

Nothing. Review collected by and hosted on G2.com.

I didn't know startups could put money to work in this way, genuinely game-changing and we've made tens of thousands on interest alone. I find Round Treasury really easy to use, which allows me to get set up quickly and use the platform with ease. The team is very easy to get a hold of, and if there are ever any issues, they can solve them the same day. Overall, the product's great and incredibly easy, which is something I truly appreciate. Review collected by and hosted on G2.com.

Nothing, it's 10/10 Review collected by and hosted on G2.com.

The platform’s UI and its integration capabilities stand out to me, especially the integrations with Xero and the Claude MCP. Review collected by and hosted on G2.com.

I can’t self-serve on savings accounts or allocate my cash where I want it to go (e.g., easy access, fixed-term, or notice accounts). At the moment, this has to be done manually through customer support. Review collected by and hosted on G2.com.

I like that with Round Treasury, I don't have to think about managing my treasury because I can stash cash and let it accrue interest without worrying about it. The setup was super easy, which is a big plus. I also appreciate that their team is really nice and ready for support whenever I need it, which makes it easier to deal with any issues that might come up. Review collected by and hosted on G2.com.

Getting cash in and out has some friction, but really it's not that bad. Review collected by and hosted on G2.com.

What I value most about Round Treasury is how seamless it is to set up, and how helpful and easy the team has been to deal with. Review collected by and hosted on G2.com.

Nothing negative so far. It’s honestly been easy to work with them and move cash into a safe environment, while still getting the yield I need. Review collected by and hosted on G2.com.

I like that Round Treasury is simple and you set it up once, then it's good to go. The native integrations with our bank accounts are really valuable. It provides an overall scope that I find beneficial for cash management. The initial setup was super easy. Review collected by and hosted on G2.com.

N/a Review collected by and hosted on G2.com.