Honest answers about how we work
Everything teams typically ask before bringing us in, from data security to building the internal business case.
What is YourTreasury and who are the founders?
YourTreasury is a specialised advisory practice focused on corporate treasury matters. It was founded by James Kelly and Dominic Lynch, who together combine extensive experience in the field. James previously served as Group Treasurer at several major corporations and holds professional accounting credentials. Dominic has developed treasury operating models for high-growth fintech companies and consulted with major treasury systems providers. Their backgrounds merge practical corporate treasury knowledge with deep technological expertise.
Who do you work with?
We primarily serve treasury teams within mid-to-large European corporations, Group Treasurers and their staff. Due to confidentiality agreements, specific client names remain undisclosed unless authorised. We also partner with banking institutions seeking to enhance their treasury teams' capabilities. Common engagement drivers include system implementations, cash forecasting initiatives, enhanced use of AI tools, and organisations transitioning away from spreadsheet-dependent processes.
How do I make a business case for your services?
Return on investment is quantifiable through demonstrated results from past engagements. Cash forecasting enhancements recover unused capital and decrease borrowing expenses. Process automation for FX, accounting entries and bank matching typically eliminates hundreds of annual labour hours while improving accuracy. We can help calculate organisational opportunities and support internal presentations, backed by award-winning implementation track records recognised by industry bodies.
Is my data secure when we work with you?
Our engagements run inside your existing IT infrastructure — your Microsoft tenancy, your ERP, your treasury management system. Your data stays under your control and is never used to train shared models or shared externally.
Where AI is involved, each client is given an individually provisioned container and any model is deployed per-client on Azure rather than on shared tenancy. Your data, prompts and model outputs stay logically isolated from every other engagement we run.
Before work starts we walk the setup through with your IT and security teams to confirm it meets your regulatory, data-residency and information-security requirements.
Do you offer technology solutions as well as advisory?
Yes — technology implementation is a core part of what we do. We build automation and AI solutions directly inside your environment using Python, Microsoft Fabric, Copilot and the infrastructure you already run. There is no proprietary YourTreasury platform to license and no vendor lock-in.
We hold active partnerships with the major treasury management system vendors and relevant technology providers, so we can deliver end-to-end without pulling a third-party platform into the middle of your stack.
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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.