Grid Pattern

Assistant

Treasury intelligence

Ask questions about cash, FX, and payments — get instant answers.

Assistant Interface

Query your treasury in plain English

Ask about balances, FX exposure, payment flows, and cash runway across currencies. Generate reports and breakdowns from your live financial data.

Natural language queries
Cash position reports
FX exposure analysis
Runway forecasts
PDF export

How's my cash flow looking?

Context-aware answers

The assistant understands your accounts, payments, FX positions, and invoices so answers are specific to your treasury, not generic outputs.

Multi-currency balances
Payment history
FX positions
Invoice data
Yield and hedging data

Category Expenses

Category Breakdown

Marketing
SaaS
Payroll
$5,700
Total

Your entire treasury, one platform

Less admin. More focus.

45 minutes per week

Receipts arrive late, get lost, or need follow-ups.

1 hour per week

Categorizing, fixing duplicates, and making numbers line up.

Built alongside our users

Free forever.

Buffer

Everything you need, completely free

Free

No credit card required

Everything in Starter
10 banks · 50 invoices/mo · 100GB storage
Custom transaction categories
Invoice templates
Customer portal
Advanced AI insights
Shareable report and document links
API and MCP
Priority support
Open an account

Best for getting started

No setup fees