As treasury teams face pressure to accelerate cash flow, reduce operational risk, and do more with fewer resources, traditional automation no longer delivers. Most systems rely on fixed templates, manual reviews, and batch processing, which can’t keep up with the demands of modern finance. Agentic AI offers a new path. It brings autonomy to treasury …
For financial institutions, maintaining liquidity while fueling long-term growth depends heavily on the ability to access and manage cash efficiently. Yet one of the most powerful tools for improving working capital — receivables management — remains underutilized. Traditional accounts receivable (AR) processes are often slow, error-prone, and heavily reliant on manual intervention, causing delays in …
Unlocking Working Capital with Smarter Receivables Management Read More »
The Pressure on Treasury Teams Has Never Been Greater From managing liquidity to reducing DSO (Days Sales Outstanding), today’s treasury and finance leaders must deliver accuracy, agility, and cost efficiency—often with shrinking teams and growing expectations. Yet many treasury functions are still burdened by outdated infrastructure: These bottlenecks not only delay decision-making, they increase the …
In an increasingly digital and volatile financial environment, banks are under immense pressure to drive operational efficiency, manage liquidity more proactively, and reduce exposure to risk. Treasury management, the nerve center for financial institutions’ cash flow, liquidity, and risk oversight, is ripe for transformation. Artificial Intelligence (AI) is emerging as a game-changer, offering banks the …
In today’s fast-paced enterprise environment, finance and treasury leaders are under constant pressure to do more with less. One area ripe for transformation is the receivables process—an essential but often overlooked function that directly impacts cash flow, liquidity planning, and the overall effectiveness of Treasury Management. Receivables automation is more than just digitizing invoices or …
Receivables Automation: Unlock Efficiency with an End-to-End View Read More »
The financial industry has long relied on technology to streamline operations, reduce errors, and improve efficiency. Over the years, automation in finance has evolved from Optical Character Recognition (OCR) to Generative AI, and now to the latest paradigm shift—Agentic AI. While OCR and Generative AI have been useful, they come with limitations that prevent them …
The Evolution from OCR and Generative AI to Agentic AI in Finance Read More »
Generative AI (GenAI) has rapidly transformed industries, offering capabilities in content creation, automation, and data analysis. From assisting in customer service to generating synthetic data, GenAI has shown immense promise. However, its limitations become clear in mission-critical, real-time transaction processing, where precision, compliance, and decision-making are essential. While GenAI is effective for generating insights and …
As the financial landscape continues to evolve, 2025 promises to be a transformative year for Artificial Intelligence (AI) in financial transaction management. Financial institutions and banks are poised to embrace AI to streamline operations, enhance customer experiences, and mitigate risks. Below, we outline the top trends shaping Financial Transaction AI in 2025 and how organizations …
2025 Trends in Financial Transaction AI: Transforming Banking and Financial Services Read More »
As artificial intelligence (AI) continues to shape treasury management, lockbox processing, and back-office operations, one might expect financial institutions to openly promote how these technologies lower operating costs. AI can automate tasks like data extraction from remittance documents, improve reconciliation accuracy, and streamline compliance reporting, all of which can deliver substantial bottom-line benefits. Yet, in …
Why Banks Hesitate to Talk About the Cost Takeout Opportunities That AI Offers Read More »
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