Edwin
Edwin provides a modern treasury platform designed for public‑sector finance teams, delivering real‑time cash and investment insights without replacing existing systems. The solution integrates with agency software in days, offering AI‑powered automated reconciliation, policy‑aligned investing checks, and benchmarking against peer governments, while maintaining SOC‑2 level security. Users can instantly generate dashboards, forecasts, and audit‑ready reports to streamline approvals and reduce manual effort.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
- Government Technology
Funding
Founders
Product
Problem
Public-sector finance teams often rely on fragmented banking portals, ERP reports, and manual spreadsheets, leading to time‑consuming reconciliations, delayed cash visibility, and difficulty ensuring policy compliance.
Solution
Edwin offers a cloud‑based treasury platform designed for government agencies that connects to existing financial systems within days. The platform aggregates bank, ERP, and investment data into a single dashboard that provides real‑time cash positions, AI‑driven forecasting, and automated policy‑compliant investment recommendations. Automated reconciliation and transaction monitoring eliminate manual data entry and reduce errors, while built‑in reporting tools generate daily cash reports and annual financial statements ready for audit. Benchmarking features let agencies compare their portfolio performance against peer governments, supporting more informed decision‑making and higher yield on public funds.
Target Audience
Primary customers are finance directors, treasurers, and controllers in municipal, county, and state government agencies responsible for managing public cash and investment portfolios.
Features
- Rapid integration with banks, ERP, and investment systems via secure APIs; implementation typically completed in days
- Real‑time consolidated view of cash and investment balances across all accounts
- AI‑powered automated reconciliation and transaction monitoring to reduce manual effort and error rates
- Policy ingestion engine that checks investments against agency‑specific rules and regulatory requirements
- Cash forecasting module with automated projections, threshold alerts, and customizable inflow/outflow modeling
- Benchmarking analytics that compare an agency’s portfolio to similar jurisdictions by region and asset size
- Automated generation of daily treasury reports and annual Comprehensive Annual Financial Reports (ACFR) for audit readiness
- SOC 2‑level security and compliance built into the platform architecture