Panax and RSM Partner to Enhance AI-Powered Treasury Management

Panax and RSM have joined forces to enhance treasury management through advanced artificial intelligence (AI) technology. The collaboration aims to improve cash visibility, forecasting, and liquidity management for organizations, leveraging Panax’s AI-native platform and RSM’s treasury advisory expertise.

Panax, a leader in AI-native cash and treasury management, has developed a platform designed to automate and optimize liquidity management, cash forecasting, reconciliation, and treasury workflows. The platform connects directly with banking and financial data, providing real-time insights and enabling proactive financial decision-making. According to Niv Yaar, co-founder and Chief Business Officer of Panax, the collaboration with RSM will help organizations move away from manual processes and legacy tools into a more intelligent and scalable operating model.

"By working together with RSM, we're enabling organizations to reimagine treasury, moving away from manual processes and legacy tools into a world of proactive, automated, and increasingly intelligent finance operations. Together, we empower companies to forecast with confidence, automate complex treasury workflows, and deploy their capital more effectively."

Valerio Trinchi, the treasury practice leader at RSM, emphasized the importance of modernizing treasury operations.

The partnership supports organizations at various stages of treasury transformation, from improving cash visibility and forecasting processes to developing more scalable operating models that can support growth and complexity. This collaboration is particularly significant as organizations seek to streamline their financial operations and enhance their ability to make informed decisions.

Panax’s AI-native platform is trusted by leading finance teams of more than 100 customers globally, including many private equity-backed and publicly traded companies. The platform has rapidly expanded across the U.S. and Europe as organizations modernize their finance infrastructure with AI. By combining Panax’s technology with RSM’s advisory expertise, the partnership aims to provide a comprehensive solution for organizations looking to optimize their treasury functions.