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About

Aurum Solutions is a cloud-based automated financial reconciliation platform designed to streamline and automate reconciliation processes so finance teams can match multiple transactions daily in seconds, integrate data from ERPs, banks, payment service providers, and accounting systems with hundreds of off-the-shelf connections, and eliminate manual matching and error-prone macros; it enables users to define custom matching rules, schedule automated reconciliations around the clock, and manage exceptions with full audit trails that track every action for compliance and reporting. It provides visual dashboards and custom reports that help finance leaders gain clear, real-time insights into cash positions, discrepancies, and performance, supports multi-currency and industry-specific use cases, including bank, PSP, client money, and journal entry reconciliation, and connects disparate sources via APIs or SFTP so teams spend less time on data preparation.

About

Panax is an AI-native cash management software that frees finance and treasury teams from manual work by unifying data from all banks, ERPs, and payment tools into a single real-time view with built-in AI insights to improve efficiency, liquidity control, and risk management. It automates key treasury tasks such as transaction categorization, reconciliation, forecasting, reporting, and cash application, replacing error-prone spreadsheets and manual bottlenecks while giving teams strategic clarity and confidence in decision-making. Panax delivers real-time cash positioning, predictive cash forecasting, proactive alerts and insights, and seamless connectivity to global banks, ERPs, and payment systems. Its AI agents and conversational AI assistant provide enriched forecasts, surface anomalies, and help anticipate cash shortfalls so teams can act before issues arise.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CFOs and finance teams in medium to large enterprises that need a cloud-based reconciliation platform to automate transaction matching, improve compliance, and get real-time financial insights

Audience

Finance and treasury teams at mid-market to large companies that need real-time cash visibility, automation, and smarter cash management without spreadsheets

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aurum
Founded: 2004
United Kingdom
aurum.solutions/

Company Information

Panax
Founded: 2022
United States
www.thepanax.com

Alternatives

Alternatives

Bank Rec

Bank Rec

Treasury Software

Categories

Categories

Integrations

Clickbase BI
Microsoft Dynamics 365
Microsoft Power BI
NetSuite
PayPal
SAP Access Control
Sage 100
Stripe

Integrations

Clickbase BI
Microsoft Dynamics 365
Microsoft Power BI
NetSuite
PayPal
SAP Access Control
Sage 100
Stripe
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