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🔧 Round

Round

The AI Treasury Manager.

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Overview

Round is a modern treasury platform designed to provide businesses with a unified financial command center. It connects to all of a company's bank accounts to give a real-time, bird's-eye view of cash flow. The platform uses AI to provide data-driven insights on where to allocate cash for the best returns, leveraging access to multiple banking partners to maximize yield on idle funds. It aims to streamline financial operations by eliminating manual workflows and providing actionable strategies for growth.

✨ Key Features

  • AI Treasury Manager
  • Cross-account visibility and management
  • Automated cash allocation for yield optimization
  • Access to multiple banking partners
  • Real-time cash flow visibility

🎯 Key Differentiators

  • AI-driven cash allocation and strategic insights.
  • Focus on simplicity and automation for startups and SMBs.
  • Unified command center for all bank accounts.
  • Access to a network of banking partners to maximize yield.

Unique Value: Provides startups and modern CFOs with an intelligent, automated platform to manage all their cash in one place, saving time and maximizing returns without the complexity of traditional treasury systems.

🎯 Use Cases (4)

Startups and SMBs looking to optimize returns on their idle cash. CFOs wanting a unified view of all company bank accounts. Automating the process of managing finances across multiple banks and platforms. Gaining strategic insights on cash management.

✅ Best For

  • Used by startups and VCs to save time and increase yield on cash reserves.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large enterprises needing a full-featured TRMS with complex risk and hedge accounting.

🏆 Alternatives

Brex Treasury Meow Trovata

Offers more intelligent, AI-driven automation for yield optimization compared to simple data aggregation tools. It is more accessible and tailored to startups than large, enterprise-focused TRMS.

💻 Platforms

Web

🔌 Integrations

Plaid for bank connections

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat

🔒 Compliance & Security

✓ GDPR

💰 Pricing

Contact for pricing
Visit Round Website →

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