Agentic Cash Manager

The AI that watches your cash and tells you what to do.

Connect read-only and your Agentic Cash Manager keeps a live position, forecasts what's coming, and surfaces the next move. You decide. Money moves only when you're ready, with humans in the loop.

Free to start. No card required. Read-only.
Agentic Cash Manager · just connected watching
I just linked my accounts. What should I know?
Reconciled 1,234 transactions across 3 banks, all clean. You have $2.4M idle at 0.1% worth about $9.7K/mo if swept. Heads up: Friday payroll of $485K clears three days late, I'd fund it Tuesday.
Show me the sweep Open forecast
What is an agentic cash manager?

An agentic cash manager is an AI that watches your cash and acts on it: keeping a live position, forecasting, flagging risk, and surfacing the next move for you to approve. It does the watching and the work; you make the call.

01 What you get

A live read on your cash,
and what to do about it.

The continuous work of watching, forecasting, and spotting the next move, surfaced to you as decisions to make.

Live
$9.7K/mo
surfaced in the first minute

The next move, surfaced

Idle cash to sweep, a shortfall to fund, a duplicate to stop. The agent tells you what to do and why; you decide.

A live cash position

Every bank, entity, and currency in one place, reconciled continuously.

A forecast that stays current

A 13-week view, refined hourly, so you see what's coming in time to act.

Risk, flagged early

Counterparty, policy, and balance-threshold breaches surfaced before they become a problem.

02 How it works

Connect, see,
then decide.

Start in read-only minutes from now. Turn on money movement only once you trust what you see.

01
Connect
Link your accounts read-only. Nothing moves. The agent just starts watching.
02
See
Get a live position and a forecast in minutes, with the next moves surfaced.
03
Upgrade when ready
Let the agents move money through The One Account, with humans in the loop.
The path
1 Agentic Cash Manager (read-only)
2 You see the value
3 Upgrade to The One Account
Free
To start
No card required
Minutes
To a live position
Connect read-only
Read-only
To start
Money movement is opt-in
SOC 2
Type II
Independently audited
03 Questions

The Agentic Cash Manager,
answered.

What is an agentic cash manager?

An agentic cash manager is an AI system that watches a company's cash and acts on it: keeping a live position, forecasting, flagging risk, and surfacing the next move (idle cash to sweep, a shortfall to fund) for a person to approve. TreasuryPath's Agentic Cash Manager is the entry product into the platform.

How is it different from The One Account?

The Agentic Cash Manager is the front door: connect read-only and the agents show you everything they would optimize. The One Account is the upgrade, where you let the agents actually move the money end to end, with humans in the loop. You see the value first, then decide to let them act.

Do I have to connect my bank to move money?

No. You connect read-only to start, and nothing moves. The agent watches, forecasts, and surfaces moves. Money movement is opt-in and only enabled when you are ready, on your policy, with a human in the loop and a full audit trail.

What does it cost?

You can start free with no card required. For a walk-through of plans on your own numbers, book a demo.

Is it secure?

Yes. TreasuryPath is SOC 2 Type II and starts read-only. Payment services for US customers are provided by Airwallex US, LLC (NMLS #1928093), a licensed money transmitter in most states.

Meet your cash manager.

Connect read-only and see what it surfaces in the first few minutes. Upgrade to The One Account when you want it to move the money.

No card required. SOC 2 Type II. Humans in the loop.