Search results for Treasury

Symbiosis Finance is a multi-chain liquidity protocol that aggregates exchange liquidity across all Ethereum virtual machine (EVM) and non-EVM compatible blockchains. Symbiosis aim at solving the twofold problem: liquidity fragmentation across different blockchain networks, and poor user experience while working with Defi and web3 economy. Symbiosis simplifies the time-consuming process of finding a suitable cross-chain bridge so you can get the tokens you need. With a single click, crypto enthusiasts can get token swaps done — regardless of the network they’re on. The SIS token is used as a governance token of Symbiosis DAO and Treasury. On top of that, relayers network nodes have to stake SIS to participate in consensus and process swaps.

Crowded is a banking service for clubs, groups, and other 501(c) organizations. The Crowded platform provides a one-stop-shop solution for treasurers and members alike, encompassing payments, banking, reporting, taxation, and chapter management.

A global leader in business payments and cash management, Bottomline’s secure, comprehensive solutions modernize payments for businesses and financial institutions globally.

Finance teams globally find it challenging to scale their operations as fast as their organization needs them to scale. As companies grow, financial complexity grows exponentially across geographies and functions (e.g., accounting, treasury management, tax, payments, forecasting). Finance leaders have two choices: implement point solutions for each problem or continue scaling the team. Regardless of which path they take, they are still left with data fragmentation and manual processes, leaving them unable to make decisions in real-time and focus on growing their business. We strongly believe there is a different way—a different way for the world to do finance, a different way for software to be built. We're building the future of SaaS. We're building a finance platform that can consolidate all data, automate workflows, and deliver insights in real-time. A tool that can deliver value in hours instead of months or years and free up smart people to solve harder problems.

Havn runs the whole community: a homeowner portal for dues, autopay, statements, documents, notices, requests, and votes; email, texts, calls, and mailed letters from one inbox; fund accounting a treasurer can run; and resale certificates, estoppel letters, and lender questionnaires with every state's fee cap and deadline checked.

CrissCross is the regulated digital infrastructure built for high-velocity global trade across 15+ markets and 20+ currencies. We enable enterprise clients to move capital into and out of Africa instantly and compliantly, all accessible via a single, unified API. Purpose-built for: Global merchants, platforms, and corporate treasuries. Our unified platform delivers total financial control through seamless Global Payments, supporting local acceptance, instant cross-border settlement, bulk disbursements, and invoice payments. For Corporate Treasury, we provide real-time FX management, OTC Dealdesk access, and automated reconciliation. Furthermore, our Collections suite ensure compliant revenue collection and mass payouts to international partners without a local market presence. The CrissCross Advantage: Regulatory Certainty, Digital Speed We combine the security of traditional finance with the speed of digital assets. Our robust multi-jurisdictional licensing provides certainty across global corridors, enabling us to leverage blockchain and stable coins for superior cost-efficiency and real-time settlement. Unlock the true velocity of global trade, today.

Nella is an AI finance team for businesses. Nine AI agents — from a Finance Director and Management Accountant to Treasury, Receivables, Tax and Compliance, and Payroll — work from your live Xero, QuickBooks, Sage or FreeAgent data, and bring together what needs your attention. Ask anything in plain English, on WhatsApp, the web, ChatGPT or Claude: how long your cash lasts, who owes you money, why margin moved, when the next tax payment is due. Answers come from your own books. Without being asked, Nella builds a monthly management pack and a 13-week cash-flow forecast, tracks tax and filing dates, flags unusual movements, and gives you a Nella Score, a finance health check out of 100. Nella Act (coming soon) lets the agents do the work too: drafting invoices, bills and journals for you to approve. Nothing is posted until you approve that exact entry, and every action is audited. Nothing in your books changes without your permission, and your data is never used to train AI models. Free for 60 days, no card needed.

CFO Copilot is a cash flow forecasting software for small and mid-sized businesses in Colombia (software de flujo de caja para pymes). It reviews a company's real receivables and payables, projects the cash balance day by day at 30, 60 and 90 days, and alerts managers in advance about the dates when cash would fall below their minimum. It also lets them simulate decisions, such as buying inventory, hiring or taking a loan, before executing them, with base, optimistic and pessimistic scenarios. An AI financial assistant answers questions about the company's cash in natural language and suggests the next action. CFO Copilot is not accounting software: it complements the accountant with a forward-looking view. Data can be imported from CSV (including exports from Siigo, Alegra and World Office), Google Sheets or entered manually. It includes an Experts Center to book virtual sessions with human finance, accounting, tax and customs professionals. Built in Pereira, Colombia, fully in Spanish, with prices in Colombian pesos and a 10-day free trial with no credit card required.

SolidSoft GC is cloud-based condominium management software for property management companies and self-managed buildings, developed since 2014 and used to manage more than 100,000 units in Portugal. It brings together SNC-based accounting and treasury with bank statement import and reconciliation, MB WAY, Multibanco and Payshop payments with automatic receipts, payment notices and receipts sent automatically by email, budgets and fees calculated by ownership share (permilagem), and financial reports ready for the general meeting. Meetings are prepared in the same software: notice and agenda, attendance and proxies, quorum and votes weighted by ownership share, in-person, online or hybrid meetings with voting in the resident portal, and minutes generated from templates. Residents and technicians have their own portal and app to check balances, documents and receipts and to report issues. It also includes a self-scheduling agenda, a Word add-in, customisable reports, two-factor authentication and a dedicated database per customer. AI is included in every plan (150 actions per month): it reviews emails, describes issues from photos, helps prepare budgets and explains financial reports in plain language. Easy switching: import from the main products on the market (where they allow data export) and from Excel templates. Free setup, video onboarding and a free trial with no credit card.

TheOrder-ERP is an ERP built for the buying agent — the business that sources and purchases on a client's behalf rather than selling its own stock. An order line carries both the client and the supplier, so one document covers the purchase and the sale it serves. Service fee and commission are applied from configurable guidelines and post to the ledger when the shipment is migrated, with no separate invoicing step. Sourcing starts before the order: customer demand lines gather priced offers from several suppliers, each in its own currency and rate, and approved lines fan out into purchase orders. Shipments are tracked against 74 document types in nine categories, covering commercial, transport, origin, inspection, treatment, customs, financial, photographic and logistics paperwork, with letter-of-credit and bill-of-lading handling. Packing lists carry load sequence and carton labels. Inventory is held as net-on-hand plus an insert-only movement ledger keyed per order line and warehouse, so every quantity change stays traceable and valued. Accounting is double-entry and multi-currency: per-account ledgers, shipping and general bills with cost allocation, payments with over- and under-allocation handling, treasury movements, opening balances, period close with FX revaluation, and profit and loss, balance sheet, trial balance and cash flow statements derived fresh per branch. Payroll, leave and continuous attendance run in the same workspace, with attendance feeding the payslip and the payslip posting to the books. The interface is available in English, Arabic and Chinese.

Acumen.plus is an advanced Treasury Management Platform covering the full spectrum of Treasury and Capital Markets operations. Experience the power of a cloud-native Treasury platform that offers holistic, real-time monitoring of your Treasury and Capital Markets activities, catering to both inter-bank and client segments. With Acumen.plus, you're in control from start to finish, ensuring all your financial market needs are met. From money markets to forex, securities, equities, and more, the platform seamlessly integrates with any Core Banking system, making your treasury operations smoother and more efficient.

Tidely - your smart cash flow management tool Tidely helps entrepreneurs / SMEs to actively steer the financial success of their businesses by providing them easy to use, intelligent tools that provide transparency about their financial situation, support the optimization of cash flow and can be used to solve liquidity related challenges.

As the perfect add-on to your local bank for global payments, amnis offers companies an all-in-one account for international banking – covering cross-border payments, currency exchange, real-time transfers, and local IBANs in CHF, EUR, GBP, CZK, and DKK, enabling smooth domestic and international transactions. Multi-currency debit cards let teams spend in over 20 currencies with 0% FX and transaction fees, while integrations like bexio and API connectivity automate expense management and accounting workflows – helping finance teams cut up to 50% of time spent on manual tasks. Built for growing and international businesses, amnis connects finance, payments, and automation into one seamless platform – empowering teams to save time, stay in control, and scale globally.

PDAX (Philippine Digital Asset Exchange is a licensed cryptocurrency exchange in the Philippines, offering a secure and user-friendly platform for buying, selling, and trading a wide range of digital assets. With a mission to make digital assets accessible to all Filipinos, PDAX provides a seamless experience for both novice and experienced investors. Key Features and Functionality: - Diverse Asset Selection: Trade popular cryptocurrencies such as Bitcoin (BTC, Ethereum (ETH, and Litecoin (LTC, along with stablecoins and various altcoins. - Tokenized Treasury Bonds: Invest in low-risk assets backed by the Republic of the Philippines, available for as low as PHP 500. - Digital Collectibles: Explore and own non-fungible tokens (NFTs to enhance digital experiences and foster deeper connections. - User-Friendly Interface: The platform is designed for ease of use, allowing quick account creation and straightforward navigation. - Flexible Trading Options: Access the market anytime, anywhere, with a mobile app and web platform that cater to on-the-go trading. - Robust Security Measures: As a licensed Virtual Asset Service Provider regulated by the Bangko Sentral ng Pilipinas (BSP, PDAX implements stringent security protocols to protect user assets and personal information. Primary Value and User Solutions: PDAX empowers Filipinos to participate in the digital economy by providing a reliable and accessible platform for digital asset investment. It simplifies the investment process, offers a diverse range of assets, and ensures security and compliance, thereby addressing common barriers to entry in the cryptocurrency market. Whether users are looking to diversify their portfolios, explore new investment opportunities, or engage with digital collectibles, PDAX serves as a comprehensive solution for their digital asset needs.

At AtBridges, we want to redesign your way of cruising in the digital world with our state-of-the-art AI tools. Under advanced AI solutions, we bring together a package that includes chatbots, content generators, image generators, voiceover creators, speech-to-text converters, and code generators—all designed to widen your possibilities at hand. We are a quality-driven company with much attention paid to safety matters. We have very strong measures that secure customers' data as we treat your trust as our greatest treasure. Our AI-based tools have applications that cut across many industries: marketing, education, e-commerce, entertainment, and healthcare. Why AtBridges? We provide very competitive price structures to make AI accessible for business scale, which also means making it pretty affordable without compromising on quality. More sophisticated algorithms will help generate content at blazingly fast speeds and save you a lot of time. We provide timely services and updates, keeping our platform synchronically up-to-date with the latest happenings in AI technology. At AtBridges, we want to redesign your way of cruising in the digital world with our state-of-the-art AI tools. Under advanced AI solutions, we bring together a package that includes chatbots, content generators, image generators, voiceover creators, speech-to-text converters, and code generators—all designed to widen your possibilities at hand. We are a quality-driven company with much attention paid to safety matters. We have very strong measures that secure customers' data as we treat your trust as our greatest treasure. Our AI-based tools have applications that cut across many industries: marketing, education, e-commerce, entertainment, and healthcare. Why AtBridges? We provide very competitive price structures to make AI accessible for business scale, which also means making it pretty affordable without compromising on quality. More sophisticated algorithms will help generate content at blazingly fast speeds and save you a lot of time. We provide timely services and updates, keeping our platform synchronically up-to-date with the latest happenings in AI technology. At AtBridges, we are committed to delivering superior AI products and services, thus driving growth and excellence to our customers. Partner with the team at AtBridges today and experience firsthand the future of Artificial Intelligence.

Invoice IQ by AlgoTech is AI accounts payable software for small and growing businesses. It turns supplier invoices into approved, paid bills without manual data entry, and keeps a complete audit trail of every step. Invoices arrive by upload, phone camera or a connected Gmail inbox, in PDF, PNG or JPG. Invoice IQ reads the header and every line item automatically, with no per-supplier templates, flags likely duplicates, and lets your team confirm the extracted values side by side with the original document. Each invoice is routed through your approval policy: a single review queue on AlgoTech Lite, or a four-stage chain (AP clerk, department manager, finance manager, treasurer) with value thresholds and department cost centres on the Enterprise Suite. Approvers can act on the web or in the Android app. Approved invoices are grouped into scheduled payment runs, with treasury release as a separate, recorded step and support for part payments. Invoice IQ connects to your organisation's ERP or accounting system, so approved invoices flow through as bills and payments are recorded without re-keying. Xero is supported out of the box, and integrations with other ERPs are built to your requirements. With Billing, the same account also sends sales invoices to your own customers: your numbering and tax rates, optional approval before sending, email delivery with a PDF and a secure view link, credit notes and payment tracking. Every action is recorded with user, time and remark, and can be exported to Excel or PDF.

Volo Cash is treasury management software that streamlines financial operations for volunteer-run organizations by replacing paper-based expense submissions with digital workflows. Members can submit expenses without user accounts, reducing administrative friction. Configurable approval workflows align with bylaws, supporting multiple signing stages and roles. Digital signatures create approval forms and payment authorizations integrated with bank systems for reimbursements. Budget tracking lets submitters suggest categories while administrators monitor allocations in real time. Built-in bookkeeping records every paid expense automatically and keeps a running register across checking, savings, asset, and liability accounts. An optional read-only bank feed, powered by Plaid, pulls in transactions for one-click matching, and Volo Cash never sees banking credentials. Reconciliation works from an uploaded bank statement, tracks the cleared total and running difference, and locks each period once it is signed. Journal entries handle bank fees, interest, transfers between accounts, and category corrections, in a plain From/To view or full double-entry detail. Two reports build from the transactions already recorded: a Treasurer's Report showing opening balance, deposits, disbursements, and closing balance for any period, and a budget-versus-actual report by category, both matching the formats most PTAs are asked to file. Payee management collects tax documentation via email for 1099 reporting. Notifications alert signers of pending reviews, and role transition tools preserve signature history during board changes, ensuring new officers maintain records. The platform supports audit-ready records and flexible signing rules for diverse organizational structures.

Finblox was a gamified digital asset platform designed to help users grow their cryptocurrency holdings through various engaging and straightforward methods. The platform offered a suite of products and services aimed at both novice and experienced crypto enthusiasts, enabling them to earn rewards, trade assets, and participate in exclusive opportunities within a single ecosystem. Key Features and Functionality: - Yield Generation: Users could earn daily compounded rewards on a variety of digital assets, including Bitcoin, Ethereum, and stablecoins, without minimum balance requirements or lock-in periods. - Crypto Swapping: The platform facilitated instant exchanges between supported cryptocurrencies, allowing users to diversify their portfolios seamlessly. - Launchpad Access: Finblox provided early access to promising crypto projects, enabling users to purchase pre-sale tokens at discounted rates. - TBILL Yield Token: Users could earn yields from tokenized U.S. Treasury bills, offering a stable and secure investment option within the crypto space. - Pool Party: A gamified feature where users could enter weekly drawings for a chance to win crypto prizes, enhancing user engagement and offering additional earning opportunities. Primary Value and User Solutions: Finblox aimed to simplify the crypto investment process by offering an all-in-one platform where users could earn passive income, trade assets, and access exclusive investment opportunities without the complexities often associated with cryptocurrency management. By eliminating minimum balance requirements and lock-in periods, and by providing daily compounded rewards, Finblox addressed common barriers to entry, making crypto wealth-building accessible and enjoyable for a global audience. Please note that as of July 2025, Finblox has ceased operations. Users are advised to seek alternative platforms for their cryptocurrency investment needs.

TreosAI is an advanced AI-powered Treasury Operating System designed to serve as a comprehensive support tool for Chief Financial Officers (CFOs) and finance teams managing assets ranging from $10 million to $5 billion. By integrating artificial intelligence into core financial operations, TreosAI enhances efficiency, accuracy, and strategic decision-making within corporate treasury functions. Key Features and Functionality: - AI-Powered Bank Reconciliation: Automates the reconciliation process by intelligently matching transactions across multiple bank accounts, reducing manual effort and minimizing errors. - Cash Flow Forecasting: Utilizes predictive analytics to provide accurate and timely cash flow projections, enabling proactive financial planning and risk management. - Multi-Entity Treasury Management: Offers a centralized platform to oversee and manage the treasury operations of multiple entities, ensuring consistency and control across the organization. Primary Value and Solutions Provided: TreosAI addresses the complexities and challenges inherent in modern treasury management by automating routine tasks, providing insightful analytics, and facilitating seamless management of multiple financial entities. This leads to improved operational efficiency, enhanced financial accuracy, and more informed strategic decisions, ultimately empowering finance teams to focus on value-added activities and drive organizational growth.

Bond covers every aspect of modern global treasury management, offering an all-in-one solution for managing every treasury function—from cash and investment management to liquidity planning, risk mitigation, financial control and more. By centralizing all treasury operations, Bond unlocks liquidity, facilitating billions in transactions annually whether processing payments, managing investments, handling debt or optimizing working capital.