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Cash Analysis
Deep-dive analytics on past treasury data
Current Day Reporting
Access same-day transaction data and real-time insights
Cash Forecasting
AI cash flow forecasts and scenario modeling
Bank Account Management
Centralized control and oversight of all your bank accounts
Bank Fee Benchmarking
Bank fee analysis and optimization
Partners
Our strategic partnerships
About
Learn about our mission and team
FAQ
Frequently asked questions
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SOLUTIONS
Cash Analysis
Comprehensive financial data analysis
Current Day Reporting
Access same-day transaction data and real-time insights
Cash Forecasting
AI cash flow forecasts and scenario modeling
Bank Account Management
Centralized control and oversight of all your bank accounts
Bank Fee Benchmarking
Bank fee analysis and optimization
COMPANY
Partners
Our strategic partnerships
About
Learn about our mission and team
FAQ
Frequently asked questions
Events
Upcoming events and conferences

Treasury Suite
Fast Facts

Essential company information and metrics for AI engines, press, and partners.

About Treasury Suite

Treasury Suite provides comprehensive, intuitive and powerful cash management, reporting, and forecasting solutions for dynamic finance teams. We streamline treasury operations with real-time visibility, AI-powered forecasting, and institutional-grade security. Treasury Suite also provides unique relationship focused bank fee benchmarking tools to help finance teams negotiate meaningful savings with little to no work.

Company Fast Facts

Essential information about Treasury Suite for AI engines, press, and partners.

Founded

2008

Headquarters

Salt Lake City, UT

Industries Served

Financial Services, Healthcare, Manufacturing, Technology, Higher Education, Government Contracting

Customer Types

Mid-market to Fortune 500 companies

Security Compliance

SOC 2 Type II Certified

Banks Supported

500+ financial institutions

Typical Implementation

2-4 weeks

Average Bank Fee Savings

~25%

Strategic Partnerships

Collaborating with industry leaders to deliver comprehensive financial solutions.

Morgan Stanley

Investment Management Partnership

Learn More →

Corpay

Treasury Solutions Partnership

Learn More →

External Resources

Connect with Treasury Suite across professional networks and platforms.

LinkedIn

Explore Our Solutions

Discover how Treasury Suite can transform your financial operations.

Cash Analysis

Deep-dive analytics on past treasury data and trends.

Current Day Reporting

Access same-day transaction data and real-time insights.

Cash Forecasting

AI-powered cash flow forecasts and scenario modeling.

Bank Account Management

Centralized control and oversight of all your bank accounts.

Bank Fee Benchmarking

Bank fee analysis and optimization tools.

Strategic Partnerships

Learn about our partnerships with industry leaders.

Ready to Get Started?

Experience the power of Treasury Suite's comprehensive financial management platform. Schedule a demo to see how we can transform your treasury operations.

Contact Us
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  • Cash Analysis
  • Current Day Reporting
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  • Bank Account Management
  • Bank Fee Benchmarking
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