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Platform

One Platform. Three Products. Continuously Connected.

Transform financial operations with integrated real-time data, driven by the RISE Engine.

Diagram of Modern Treasury's RISE Engine, including Payments, Reconciliation, Ledgers
RISE Engine

Bring Intelligence to Financial Data

The RISE Engine powers our platform, providing real-time intelligence to financial workflows.


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Relays

Relays data in real-time across banks, payment processors, internal systems, and more.

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Integrates

Integrates data into the cloud for easy accessibility and maximum scalability.

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Structures

Structures data based on a semantic understanding of financial transactions.

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Enhances

Enhances workflows with AI, driving rapid learning and system resilience.

AI Suggestions and Automations

Increase the efficiency and accuracy of your financial processes with AI-assisted workflows.

Read about our approach
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Platform Features

Connectivity

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Banks and Payment Processors

Retrieve and push data between banks, payment processors, card issuers, and more.

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Systems of Record

Get and send information between ERPs and internal systems.

Deeply Connected

Browse our complete list of integrations.

View Integrations

Controls

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Approval Flows

Secure payments with easily-configured, granular, sequential approval rules.

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Roles and Permissions

Custom roles and permissions, with full support for SCIM and SSO.

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Audit Trail

Complete, immutable audit logs, that support the integrity of your financial operations.

Developer Tools

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APIs, Webhooks, SDKs

Modern developer tools for easy, resilient integrations.

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Pre-Built UIs

Seamlessly add payment or onboarding experiences to your products.

Workflows

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Invoicing

Create, send, and track invoices with built-in payment flows.

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Cash Management

Automate sweeps and get real-time visibility into your cash position.

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AI Suggestions

AI-assisted match and rule suggestions for more complete and efficient reconciliation.

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Exception Handling

Quickly identify and manage exceptions such as data ingest anomalies.

Business Intelligence

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Reporting

Advanced, easy-to-build reports that can be scheduled or pushed to custom locations.

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Alerting

Automated and custom alerts for faster payments, ledgering, and reconciliation.



"It all goes back to the experience we want to deliver. Modern Treasury didn’t exist, so we were building bespoke and rail-by-rail. But there is a better way…Infrastructure is like roads: The difference between gravel and an interstate highway. That’s what infrastructure can be for payments."

Doug Anderson • Chief Product Officer at AvidXchange

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Payments

Comprehensive infrastructure to orchestrate bank payments at scale.

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Reconciliation

Leverage AI and reconcile 100% of transactions faster with a self-learning system.

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Ledgers

Track money or any store of value in an accurate, scalable database.

Transform Your Financial Operations Today