AI cash management for lean finance and treasury teams

One platform that connects all finance data, streamlines treasury, and surfaces what matters most - so you can make decisions faster, with complete control.

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The clarity and control your cash deserves

Panax unites your financial data in one AI-driven platform—delivering speed, accuracy, and foresight. Move beyond error-prone spreadsheets with real-time visibility, intelligent automation, and insights that give you complete control over your cash and treasury decisions.

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.
Learn more - >
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.
Learn more - >
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.
Learn more - >
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.
Learn more - >
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.
Learn more - >
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.
Learn more - >

Unlock Your Cash Potential

Unlock Your Cash Potential

Panax unites your financial data in one AI-driven platform—delivering speed, accuracy, and foresight. Move beyond error-prone spreadsheets with real-time visibility, intelligent automation, and insights that give you complete control over your cash and treasury decisions.

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

Testimonials and case studies

Panax turned idle capital into immediate impact
95%
Cash re-invested
Giving GoGlobal their time back
25h
Saved per week
No more blind spots—Optimove’s cash in full view.
100%
Cash Visibility
Panax turned idle capital into immediate impact
95%
Cash re-invested
Giving GoGlobal their time back
25h
Saved per week
No more blind spots—Optimove’s cash in full view.
100%
Cash Visibility

Resources

AI in treasury: Great power and great responsibility
AI & Treasury: Great power & responsibility
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Excel or ERP(s) to AI in Cash Management: Hype or Game Changer
Excel or ERP(s) to AI in Cash Management
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Planning for the unplannable: Finance strategies for navigating global uncertainty in 2025
Finance Strategies for Navigating 2025
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Can AI Give Superpowers to Finance teams
Can AI Give Superpowers to Finance Teams
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Survival Tips: Lean Finance Teams with Complex Treasury Needs
Survival Tips: Lean Finance Teams with Complex Treasury Needs
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Cash Forecasting: A Look into The Future
Cash Forecasting: A Look into The Future
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Survey: AI and automation in cash flow management in 2025
Discover how other finance leaders like you are managing their cash and what tools they are using or planning to adopt.
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Strategic Treasurer Analyst Report
Download this definitive report on treasury technology solutions. Get all the information you need to purchase treasury technology
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Cash forecasting in times of financial uncertainty: the case for automation & AI in 2025
Download our guide and discover how AI and automation are reshaping cash management in today’s volatile economy.
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The Modern CFO Mindmap: 14 Domains of Finance Leadership
See how a mindmap can help bring structure to the 14 domains of a CFO
Learn more

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Panax’s cash management platform enables a learner treasury
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