Guides

The AI Agents Playbook for Treasury Teams

Treasury teams have started building AI agents in production. The question most practitioners are asking is what to build first. This playbook answers it with a working library of ten agent patterns, each drawn from real customer deployments and the practitioner work behind them.

The Finance Professional’s Guide to AI, ML, and ChatGPT

After the launch of ChatGPT, AI tools for finance are only going to get smarter. Read our guide to learn how and what you can do today.

The Startup Recession Survival Guide

In this guide, we’ll uncover the six most essential ways your startup can survive—even thrive—during a recession.

The ROI of a TMS: Building a Data-Driven Business Case

Learn how to calculate and prove the ROI of a TMS—and why modern, cloud-native platforms deliver faster payback and greater long-term value.

Optimizing Bank Connectivity for Treasurers: Unlocking Efficiency and Real-Time Visibility

Explore how reshaping connectivity across your bank mix with modern connection methods can unlock a new level of efficiency, and enable real-time visibility into cash flow.

A Startup CFO's Guide to Digital Transformation

As the CFO of a startup, discover how digital transformation can help you make more informed, data-backed decisions.

Evaluating Treasury Software: The Features You Need & Pitfalls to Avoid

Download the guide for everything you need to know when evaluating treasury software.

What CFOs Need to Ask Before Approving New Finance Tech

Discover essential questions that every CFO should ask before approving new finance technology. Equip yourself with the tools to make impactful technology choices that maximize your return on investment.

Digital Implementation Checklist for Finance Executives

Start controlling your financial narrative with a Digital Implementation Plan to help you find and implement a real-time data platform that can quickly help your team.

Beyond Spreadsheets: How to Automate Cash Flow Forecasting

Learn how to transform your forecasting process into one that’s faster, more accurate, and built for agility in today’s volatile market.

How Banking APIs Are Revolutionizing Payments

Access key insights into how bank APIs empower you to initiate payments in one platform without logging into multiple banking portals or pay third party fees.

The ROI of a TMS: Building a Data-Driven Business Case

Learn how to calculate and prove the ROI of a TMS—and why modern, cloud-native platforms deliver faster payback and greater long-term value.

Beyond Spreadsheets: How to Automate Cash Flow Forecasting

Learn how to transform your forecasting process into one that’s faster, more accurate, and built for agility in today’s volatile market.