Agentic treasury for the modern finance stack

You bought the modern stack. Cash movement is the missing layer.

You already run Ramp, Brex, or Mercury and a modern finance stack, but nothing owns the cash-movement layer between systems. Agents fill it, with humans in the loop.

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Built for companies on a modern finance stack

TreasuryPath · across your stack connected

› We run Ramp and Mercury. What's the live position across both?

Combined position is $3.1M across Mercury operating and two Ramp-linked accounts. $2.4M of it is idle. Nothing in your stack moves it between systems on its own, so it sits. I can draft the sweep and the timing for you to approve.

Draft the sweep See the position

The problem with the modern finance stack

You have spend management, banking, and accounting tools, but they each see their own slice and none of them owns moving cash between systems. So idle cash sits and reconciliation falls between the tools. Agentic treasury is the cash-movement layer that sits across your stack, keeps one position, and drafts the moves.

01 What the agents do

The layer your stack is missing.

The agents sit across the tools you already use and own the one job none of them does: moving cash.

One position across tools

Ramp, Brex, Mercury, banks, and accounting reconciled into a single live position.

The cash-movement layer

The job no spend or banking tool owns: deciding what to move, when, and drafting it.

Idle cash put to work

Surfaces cash sitting across the stack and the timing to use it instead of leaving it dead.

A move you just approve

The agent drafts transfers across systems and explains them. You approve, with an audit trail.

How control works

1 Read-only to start

→

2 You set the policy

→

3 Every move approved

→

4 Full audit trail

$49K

Cost of idle cash

Per $1M at 0.1% vs ~5%, yearly

$113K

Saved at Trophy Point

Per year, via autosweep

Minutes

To a live position

Connect read-only and see it

SOC 2

Type II

Independently audited

The reality for finance teams

“We spend 60 hours a month checking balances, updating spreadsheets, and processing payments. We just lost two people, and we have a mandate to use AI, not add headcount.”

Head of TreasuryScaling payroll platform

02 Questions

Modern finance stack, answered.

What is agentic treasury for a modern finance stack?

It is AI agents that sit across the finance tools you already run (Ramp, Brex, Mercury, banks, accounting), keep one live cash position, and draft the cash-movement decisions none of those tools own, with a human approving each move.

Does it replace Ramp, Brex, or Mercury?

No. It is the layer between them. Spend and banking tools each see their own slice; TreasuryPath reconciles them into one position and owns moving cash between systems, which none of them do.

How does it integrate with our stack?

It connects to your banks and tools read-only to start, builds the combined position, and surfaces moves for approval. Money movement is enabled only when you are ready.

Is it secure?

Yes. TreasuryPath is SOC 2 Type II, starts read-only, and keeps a full audit trail. Payment services for US customers are provided by Airwallex US, LLC (NMLS #1928093).

03 By segment