Round Treasury Reviews & Product Details

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.

Round makes it easy to put idle business cash to work without needing to think about it. I mainly use the money market account to earn interest on profits not needed for day-to-day operations and the setup has been smooth. The interface is clean, the performance has been reliable and customer support is outstanding.. every time I’ve needed help, the team has responded quickly and solved issues right away. Review collected by and hosted on G2.com.

The APY rate has dropped over time, which is frustrating but more a reflection of market conditions than Round itself. I do find it slightly inconvenient having to authenticate every time I log in and I wish the performance graph on the money market dashboard had more flexibility (like custom date ranges). The Xero integration was buggy at first but works well now. Stripe integration would be a great next step. Review collected by and hosted on G2.com.

The team is wonderful—always responsive and a joy to interact with. Further, the platform and features have drastically automated our cash management, saving me time and worry. Review collected by and hosted on G2.com.

There's nothing I dislike about Round treasury. They are new and constantly working on their UX, which just gets better and better, and they always ask for product feedback so you can help shape the product how you like. Review collected by and hosted on G2.com.

Round’s agents shift surplus cash into higher-yield accounts / money market funds, and pull it back when you need it. We get far better rates than corporate savings accounts for a minimal increased in risk and a much better UX. AP/Bill visibility is super useful too. Great founder-led customer support. Review collected by and hosted on G2.com.

Some money market funds take an extra day to clear. Review collected by and hosted on G2.com.

The customer service we’ve received from Round Treasury has been outstanding. The team have been incredibly helpful in setting up all our accounts and have provided detailed walkthroughs on numerous occasions. Review collected by and hosted on G2.com.

My only downside has been the onboarding process — one of our accounts has been stuck with compliance for several months. Review collected by and hosted on G2.com.

The Vault (Insignis) and Treasury (Blackrock) products are good, and the platform makes them easy to use. It also takes bank feeds to give an overall picture of cash holdings. Review collected by and hosted on G2.com.

No real dislikes - small issues have been resolved quickly and new features keep being added to improve it, so no complaints. Review collected by and hosted on G2.com.

1. The interest rates are very good.

2. Having all our business accounts linked makes it very easy to calculate burn rate and runway Review collected by and hosted on G2.com.

(can't think of anything. It works as intended for my use case) Review collected by and hosted on G2.com.

The platform is incredibly easy to use and the support from the product team is second to none. Review collected by and hosted on G2.com.

I wish the interest rates were higher(!) but that's not really Round's fault. Review collected by and hosted on G2.com.

Set it up and forget about it. Great option for setup and forget. Review collected by and hosted on G2.com.

Not mobile first! It would be great to have mobile ready option so I can check out my account on the go. Review collected by and hosted on G2.com.

Round's customer service is very good and very helpful. The website is intuitive and easy to use. It is an amazing treasury tool - very clear and easy to track your money and interest. Review collected by and hosted on G2.com.

The integration with Xero can sometimes fail Review collected by and hosted on G2.com.