Audience
Finance and treasury teams at mid-market to large companies that need real-time cash visibility, automation, and smarter cash management without spreadsheets
About Panax
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.
Other Popular Alternatives & Related Software
NineAnts
NineAnts is an agentic AI platform for corporate treasury and finance teams, built by Netherlands-based Automation Boutique. It connects to banks through premium APIs and SFTP (CAMT, MT940), and to PSPs, ERP and TMS systems. Treasury gets one cash position across every bank, entity and currency, with drill-down to a single transaction. AI proposes readable categorisation rules and the team approves them. On that data NineAnts builds a bottom-up cash flow forecast per category: it backtests several statistical models on the history of each category, selects the best one, and tracks its own accuracy against actuals with locked forecast versions. The Treasury AI Agent finds excess cash, upcoming shortages and FX exposure, and identifies actions in line with the company's treasury policy, with every step of its reasoning logged. All data and AI processing stay in Microsoft Azure inside the EEA. Automation Boutique is ISO/IEC 27001:2022 certified.
Learn more about NineAnts
TreasuryPay
Instant™ Enterprise Data and Intelligence. Visibility into all transaction data, as it is happening, wherever it is happening worldwide. With just one network connection, organizations receive worldwide Accounting, Liquidity Management, FX, Marketing, and Supply Chain information — delivered in a single managed solution to empower enterprise intelligence. The TreasuryPay product set streams your global receivables information, delivering instant accountancy and cognitive services. It is, quite simply, the most advanced intelligence and insights platform currently available to global organizations. Instantly provide your organization with enriched information for your entire global enterprise. The change is easy. The Return on Investment, remarkable. Actionable intelligence and real-time global accountancy are now available at your fingertips with TreasuryPay Instant™.
Learn more about TreasuryPay
Trovata
Modern treasury software. Onboard in minutes, No implementation or IT required. Trovata uses open banking and ERP integrations to automate data aggregation, normalization, and analysis so you can report on cash positions and trends. Instantly and constantly. Trovata is pre-integrated with most banks. Connect in minutes and stay connected. No more downloading .CSV files from banking websites to update your cash positions. Trovata is an open banking platform that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision. 75% of the work that goes into analyzing cash is manually compiling the source data and rolling over Excel models for most companies. Put an end to manual workflows with Trovata.io.
Learn more about Trovata
Atlar
Atlar is a modern, AI-native treasury management platform that brings cash management, payments, cash-flow forecasting, investments, and bank/ERP connectivity into a single real-time system. It consolidates bank accounts, payment providers, and corporate finance tools so users can view balances, transactions, and liquidity across multiple banks, currencies, and entities, all from one central dashboard. Atlar automates accounts payable workflows, payment operations, bank reconciliation, and data syncs with ERP systems, eliminating manual file uploads, spreadsheets, and disjointed bank portals. With flexible, policy-aligned approval workflows, full audit trails, and layered security (including SSO and MFA), it gives finance teams reliable control over payments, permissions, and compliance. Advanced features include dynamic cash flow planning (forecasting and scenario modeling), custom dashboards, real-time reporting, and liquidity optimization.
Learn more about Atlar
Integrations
Company Information
Panax
Founded: 2022
United States
www.thepanax.com
Videos and Screen Captures
Other Useful Business Software
99.99% Uptime for MySQL and PostgreSQL Databases
Cloud SQL Enterprise Plus delivers near-zero downtime with 35 days of point-in-time recovery. Supports MySQL, PostgreSQL, and SQL Server.
Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Online
Panax Frequently Asked Questions
Q: What kinds of users and organization types does Panax work with?
Panax works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Panax support in their product?
Panax supports these languages: English.
Q: What kind of support options does Panax offer?
Panax offers support via online.
Q: What other applications or services does Panax integrate with?
Panax integrates with: Microsoft Dynamics 365, NetSuite, PayPal, Sage 100, SAP Access Control, and Stripe.
Q: What type of training does Panax provide?
Panax provides training in the form of documentation, webinars, and videos.
