Treasury and
finance insights

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.

The Data Says Treasurers Are Moving Out the Curve. Is Your Forecasting Ready For It?

Treasurers are moving out the yield curve at the fastest pace since 2022. Strong treasury cash forecasting is what makes duration decisions defensible.