Trusted AI for smarter finance

Panax frees treasury and finance teams from manual work and constant fire fighting, delivering real-time clarity, confident cash management, and smarter decisions.

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Control. Agility. Growth. No Trade-Offs

Panax brings all your banks, ERPs, and systems together—delivering a single trusted real-time view with built-in AI insights to enhance efficiency, strengthen liquidity, and reduce risk.

From manual to autonomous
Panax AI Agents replace spreadsheets and manual work - automating categorization, recon, forecasting, reporting and more.
Unified, validated, real-time data
Panax unifies and validates bank, ERP, and entity data into one trusted, real-time view.
Growth without blind spots
Panax streamlines finance with always-on liquidity optimization and proactive risk alerts - surfacing what matters so you can scale with confidence and agility.
From Manual to efficient, scalable treasury
Panax uses AI and API-first connectivity  to automate cash categorization, forecasting, and reporting - eliminating error-prone spreadsheets and manual bottlenecks. Streamline your treasury operations and free your team to focus on strategic decisions, not data wrangling.
Better decisions start with better visibility
With unified access to your bank accounts, ERPs, and entities, Panax gives you a real-time, enriched view of your cash position. Intelligent forecasts and contextual insights let you model scenarios, anticipate change, and act with clarity and confidence.
Built to support growth - While reducing risk
As your business scales, Panax helps you stay ahead of liquidity gaps, market shifts, and financial exposures. Our AI-native platform eliminates the traditional trade-off between pursuing growth and managing risk giving finance teams the control to grow boldly, without losing visibility or stability.

Unlock your cash potential

Unlock Your Cash Potential

250K+
Saved annually on interest payments
18%+
Increase in cash invested
25h+
Saved on manual work

From complexity to clarity: customer stories

Panax turned idle capital into immediate impact
95%
Cash re-invested
Giving GoGlobal their time back
50h
Saved per week
No more blind spots—Optimove’s cash in full view.
+$250K
Interest income
Panax turned idle capital into immediate impact
95%
Cash re-invested
Giving GoGlobal their time back
50h
Saved per week
No more blind spots—Optimove’s cash in full view.
+$250K
Interest income

Resources

The Agentic AI Finance & Treasury Academy
The first structured learning platform built specifically for CFOs, treasury leaders, and senior finance professionals. Move beyond the hype and learn how to build a high performance, AI-native treasury function.
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The Art of Realizing ROI from Attending an Event
This webinar explains how finance leaders can maximize ROI from conferences and industry events, covering preparation strategies, in-event execution, and post-event follow-up frameworks.
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A New Era of Autonomous Finance
Why “AI” alone isn’t enough. From day one, we believed finance deserved better than manual workarounds or legacy tools with bolt-on AI. That’s why we built Panax as an AI-native platform—with intelligence at the core, not an afterthought.
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Transform Cash Management, Unlock Growth

Streamline cash forecasting, mitigate cash risks, and gain actionable insights to drive smarter financial decisions.
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