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FINANCIAL SERVICES

Treasury intelligence for banks, insurers, and financial institutions

Multi-entity cash management, regulatory compliance, and real-time liquidity monitoring designed for the complexity of financial services.

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Multi-Entity Liquidity Monitor
Total Liquidity
$1.2B
Entities
24
Compliance
100%
Banking Operations$480M
Insurance Division$320M
Asset Management$260M
Intercompany Due$140M
INDUSTRY CHALLENGES

Challenges in financial services treasury

Complex multi-entity structures

Financial groups operate dozens of legal entities across jurisdictions, each with separate banking relationships, currencies, and regulatory requirements creating fragmented cash visibility.

Regulatory reporting burden

Basel III, Solvency II, and local prudential regulations demand accurate, timely liquidity reports. Manual compilation wastes analyst time and introduces compliance risk.

Intercompany settlement complexity

Frequent intercompany transactions between subsidiaries create reconciliation bottlenecks, transfer pricing disputes, and settlement delays that tie up working capital.

LIQUIDITY MONITORING

Real-time liquidity dashboard across all entities

See consolidated liquidity positions across every entity, bank, and currency in a single view. Drill down from group-level to individual account balances with one click.

  • Multi-entity consolidation
  • Real-time balance feeds
  • Currency-adjusted views
  • Liquidity stress testing
Group Liquidity Live
Banking Operations$480.2M
Insurance Division$320.8M
Asset Management$260.4M
Treasury Centre$139.6M
LCR Ratio
142%
NSFR Ratio
118%
REGULATORY COMPLIANCE

Automated regulatory cash reports

Generate Basel III LCR, NSFR, and local prudential reports automatically. TreasuryOS pulls live data, applies regulatory calculations, and delivers submission-ready reports on schedule.

  • Basel III LCR/NSFR reports
  • Automated daily generation
  • Audit trail for every figure
  • Regulatory deadline tracking
Regulatory Reports Auto-Generated
LCR Report - Q2 2026 Compliant
HQLA$842M
Net Outflows (30d)$593M
LCR Ratio142.0%
Export Submit
INTERCOMPANY NETTING

Intercompany netting and settlement

Automatically net intercompany receivables and payables across your group, reducing settlement volume by up to 80%. Clear multilateral positions with a single instruction.

  • Multilateral netting engine
  • Automated position matching
  • Cross-currency settlements
  • Transfer pricing compliance
Netting Centre Monthly Cycle
Gross Intercompany
$248M
Net Settlement
$52M
79% reduction
Pairs Netted
186
Entities
24

Products for financial services

Purpose-built modules that address the unique treasury needs of financial institutions.

Cash Management

Real-time multi-entity cash positions with consolidated views across all banking relationships.

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Reconciliation

AI-powered 3-way matching across high-volume transaction flows with 99.9% accuracy.

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FX & Risk

Monitor multi-currency exposures, manage hedging strategies, and comply with risk limits.

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Executive Intelligence

AI-generated CFO briefings, treasury health scores, and board-ready analytics.

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500M+
Daily transactions monitored
99.9%
Reconciliation accuracy
80%
Faster regulatory reporting

Ready to modernise your financial services treasury?

Join leading banks, insurers, and financial institutions using TreasuryOS for real-time liquidity intelligence.