Introducing
Finance-native AI

Unify your bank and ERP data into a live financial picture — with full context and customized agents that run your cash operations.

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Live context. Agentic workflows.
Built for your business.

Live financial context

Panax connects to every bank, ERP, and system to provide one trusted, real-time view.

Transactions, entities, categories, and ERP data stored with explicit relationships - ensuring every report and insight is grounded in accuracy and trust.

Agentic finance infrastructure

Panax Core Agents don't just automate tasks - they understand the logic behind them. Categorization, reconciliation, forecasting, reporting: handled end-to-end, the way your team would do it - 24/7.

Customized finance operations

With the Panax Builder, you don’t need to choose. Deploy bespoke agents and workflows directly onto a foundation of live, validated financial data. requires no code or IT support.

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.

The power of Finance-native AI

Unlock Your Cash Potential

+$750K

Per year

Increase in interest from
investments / debt reduction

+60h

Per week

saved on manual work and reconcilliations

+96%

Accuracy

Streanlined Cash forecasting

Fully connected

Panax connects to every place your cash lives - across banks, ERPs, and payment platforms - to give you a single, real-time source of truth.

No more siloed systems, manual downloads, or outdated reports. Just clear, connected visibility across your entire liquidity landscape.

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AI-native

Built with AI at its core, Panax doesn’t just automate categorization and reporting - it intelligently enriches forecasts and surfaces what matters most.

By providing strategic, actionable insights into both planning and executing, Panax helps your team focus on impact.

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Always ahead

Built by finance professionals, Panax is designed to empower teams with the agility to navigate uncertainty. With always-on, multi-scenario forecasting, intelligent insights, and real-time alerts, you move from reactive to resilient- shifting to continuous analysis and proactive optimization of cash and risk.

Panax’s AI capabilities eliminate the trade-off between agility and control so you can have both.

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From complexity to clarity: customer stories

Panax turned idle capital into immediate impact

95%

Cash re-invested

“Before implementing Panax we had lower visibility into our cash reserves. Panax enables us to keep the pulse on where our cash is and what it's doing for us. The proactive alerts help our team to be on top of any idle cash or cash needs and optimize yield”

M. Moore, VP Finance

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Giving GoGlobal their time back

50h

Saved per week

”In addition to being easy to implement, Panax's platform is flexible enough to simplify and streamline complex cash management processes. With continuous cash visibility, we can make more confident strategic and day-to-day cash decisions, optimize liquidity, and react faster to unexpected cash events.”

G. Mor, VP Finance

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No more blind spots—Optimove’s cash in full view.

+$250K

Interest income

“Panax’s proactive alerts and improved visibility, enabled us to increase our invested cash by $5.5m, which equals over $250k in interest income annually.”

H. Shemesh, VP Finance

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Panax turned idle capital into immediate impact

95%

Cash re-invested

M. Moore, VP Finance

Read case study →

Giving GoGlobal their time back

50h

Saved per week

G. Mor, VP Finance

Read case study →

No more blind spots—Optimove’s cash in full view.

+$250K

Interest income

“Panax’s proactive alerts and improved visibility, enabled us to increase our invested cash by $5.5m, which equals over $250k in interest income annually.”

H. Shemesh, VP Finance

Read case study →

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.

Learn more

IntroducingFinance-native AI

Live context. Agentic workflows. Built for your business.

The power of Finance-native AI

Unlock Your Cash Potential

Fully connected

AI-native

Always ahead

From complexity to clarity: customer stories

Resources

Transform Cash Management, Unlock Growth

Introducing
Finance-native AI

Live context. Agentic workflows.
Built for your business.