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MID-MARKET

Enterprise-grade treasury for mid-market companies

You've outgrown spreadsheets but don't need the complexity of legacy TMS. TreasuryOS gives you exactly what you need — powerful, simple, and affordable.

Go live in under 2 weeks No implementation consultants Cancel anytime
TREASURY DASHBOARD
Total Cash Position Live
$24.8M
Tasks automated
85%
Time to go-live
9 days
Ahead of schedule
Bank connections 4 active
Last reconciliation Auto-matched

Stuck between spreadsheets and enterprise complexity

Mid-market finance teams need enterprise capabilities without enterprise overhead.

Outgrown spreadsheets but overwhelmed by enterprise TMS complexity

Legacy TMS platforms are built for Fortune 500 companies. The 18-month implementation, the army of consultants — it's overkill for what you need.

Limited treasury headcount wearing multiple hats

Your treasury team is small but mighty. They handle cash, payments, FX, reporting, and more — often as part of a broader finance role.

Need for visibility without expensive consultants

You need real-time cash visibility and proper controls, but can't justify six-figure implementation fees and ongoing consulting costs.

POWERFUL SIMPLICITY

Intuitive platform that's powerful without complexity

TreasuryOS is designed so that any finance professional can use it from day one — no treasury certification required. The interface is clean, the workflows are intuitive, and the power is there when you need it.

  • Clean, modern interface — no training manuals needed
  • Guided setup wizard gets you productive in minutes
  • Progressive complexity — start simple, unlock features as you grow
  • Built-in best practices from Fortune 500 treasury teams
QUICK SETUP WIZARD
Connect your banks
4 accounts connected
Import chart of accounts
Synced from QuickBooks
3
Set up forecasting rules
In progress...
4
Invite your team
Setup progress 75%
AI AUTOMATION

AI automation that multiplies your team's capacity

When your treasury team is small, every hour counts. TreasuryOS uses AI to automate 85% of routine treasury tasks — reconciliation, categorisation, forecasting, and reporting — so your team can focus on strategy.

  • AI auto-matches 95% of transactions without human intervention
  • Intelligent cash categorisation learns your patterns
  • Automated daily cash position reports delivered to your inbox
  • Smart alerts surface only what needs your attention
AI TASK AUTOMATION
Reconciliation Auto
95% auto-matched
Cash categorisation Auto
92% accuracy
Forecast generation Auto
Daily — no manual input
RAPID DEPLOYMENT

Self-service implementation in days, not months

Forget 12-month implementation timelines. TreasuryOS is cloud-native and designed for self-service onboarding. Connect your banks, import your data, and you're live — typically in under two weeks.

  • Cloud-native — no hardware, no IT project needed
  • Bank connectivity wizard with 50+ pre-built integrations
  • Smart data migration from spreadsheets and legacy systems
  • Dedicated success manager for your first 90 days
IMPLEMENTATION TIMELINE
1
Day 1-2: Setup & connect
Account creation, bank connections
2
Day 3-5: Data migration
Import history, configure workflows
3
Day 6-8: Team training
30-minute sessions, not weeks
4
Day 9-10: Go live!
Full production use

The right tools for growing companies

These TreasuryOS products are most popular with mid-market finance teams.

Cash Management

Real-time cash visibility across all your bank accounts in one dashboard.

AI Reconciliation

Intelligent matching that eliminates hours of manual reconciliation work.

Cash Forecasting

AI-powered forecasts that learn from your patterns and improve over time.

Payment Factory

Centralised payments with approval workflows and multi-bank support.

Under 2 weeks
Average time to go live
85% automated
Routine treasury tasks handled by AI
Zero consultants
No implementation consultants needed

Ready to upgrade from spreadsheets?

Join hundreds of mid-market companies who moved from spreadsheets to TreasuryOS — and never looked back.