Treasury and
finance insights

Five Things Every Treasurer Should Have on Their Agenda for 2026

The five treasury priorities that matter most for the rest of 2026: scenario planning, real-time cash visibility, FX risk, AI cost, and stablecoins.

How To Migrate Off A Legacy TMS Without A 12-Month Rip-And-Replace

A phased TMS implementation lets treasury migrate off a legacy system bank by bank, not in one rip-and-replace. Here is the playbook, with a proof point.

Real-Time Cash Visibility: How An API-First TMS Sees Global Cash As It Moves

Real-time cash visibility means seeing global cash across every bank as it moves. See how an API-first TMS delivers it, with a customer proof point.

A Framework For Finding The AI Automation Candidates Inside Your Treasury Workflow

Most treasury teams have 5 to 15 workflows ready for AI agents. Use this five-step framework to find them, rank them, and scope your first in an hour.

The Enterprise Guide to API-driven Treasury Automation

API-first treasury automation delivers current-day cash visibility, faster payments, and new bank connections in days. See how it compares to legacy TMS.

AI Governance For Finance Leaders: A Practical Framework

AI governance for finance is now an audit committee question. A five-pillar framework that finance leaders can put into practice.