01
Audit-ready by default
Every agent action, every model output, every human approval is logged against the transaction it touches. Evidence for the auditors is a by-product of the work, not a project.
AI Services
Treasury-specific AI, built on the stack you already run
We have been embedding AI into corporate treasury since long before Copilot had a name. Agentic workflows, in-Teams copilots, BI with AI-drafted commentary — all audit-ready, explainable and controlled.
3
Services live
Agentic AI, in-Teams copilots and AI-augmented BI reporting.
+3
More in flight
Workflow automation, Data Lake and Microsoft Fabric foundations joining the ribbon next.
1
Tenant, identity, control plane
Everything ships inside your Microsoft estate — same Entra, Purview, Sentinel.
Built on
Where we focus
Three areas where AI pays for itself in treasury
More areas are in flight — workflow automation, data lake and Microsoft Fabric foundations — and will be added to the ribbon above as each is productised.
01
Agentic AI
Multi-step agents that reconcile, triage forecast variances, draft approvals and chase confirmations. Human-in-the-loop gates and a full audit trail on every action.
Explore
02
AI with MS 365 Copilot
Copilot Studio agents surfaced inside the Teams channels treasury already works in. SSO, Graph permissions and tenant governance — not a separate chatbot to log into.
Explore
03
BI Reporting
Power BI and Fabric-backed treasury reporting with AI-generated commentary, anomaly callouts and natural-language Q&A over the semantic model.
Explore
Practical, treasury-specific AI is not a chat box on top of a TMS. It is forecasting that is honest about its uncertainty, anomaly detection that actually catches what you would miss, and copilots that live inside your process.
How we build
AI that survives the same scrutiny as the rest of treasury
Four principles we refuse to compromise on, no matter how fast the model landscape moves.
02
Explainable, not magic
Models that surface their confidence and the features that drove each call. Black boxes do not get signed off by treasury committees and we do not ask them to.
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Lives inside your controls
Runs on your tenant, your SSO, your data perimeter. Access controlled via Azure AD groups and the approval chain your IT team already signed off on.
04
Human-in-the-loop where it matters
Agents propose, treasury approves. The line between autonomous and assistive is drawn case by case with the risk owner — not by the vendor.
Start a conversation
Ready to put your treasury to work?
Book a 30-minute diagnostic call. We'll tell you within the hour whether we can help, and where the biggest wins likely sit.
Or email us directly at [email protected]