Panax is an AI-native treasury and cash operations platform that helps finance teams automate liquidity management, cash forecasting, reconciliation, and treasury workflows. The platform connects directly to banks, ERPs, and payment systems to provide a single real-time source of truth, and its Agent Builder lets users deploy custom AI agents on live financial data without code. Panax is trusted by over 100 finance teams globally, including PE-backed and publicly traded companies.
Funding
Funding not disclosed
Founders
Product
Problem
Finance and treasury teams often rely on manual processes and disconnected legacy tools to manage cash visibility, forecasting, and reconciliation. Fragmented data across banks, ERPs, and payment platforms leads to slow decision-making, inaccurate forecasts, and inefficient capital deployment, especially for lean teams operating under pressure to deliver both control and agility.
Solution
Panax provides an AI-native treasury and cash operations platform that connects to every bank, ERP, and payment system to deliver one trusted, real-time view of cash. The platform deploys AI agents across forecasting, reconciliation, reporting, and payments, automating complex workflows and surfacing actionable insights. Using the Panax Builder, finance teams can create bespoke AI agents and workflows on a foundation of live, validated financial data—without needing code or IT support. This approach helps organizations move from manual, reactive processes toward a proactive, intelligent operating model that improves liquidity management and financial decision-making.
Target Audience
Panax serves CFOs, finance teams, and treasury teams at global organizations, including PE-backed and publicly traded companies, as well as industries such as fintech, manufacturing, real estate, healthcare, and eCommerce.
Features
- Unified connectivity across banks, ERPs, and payment platforms for a single, real-time source of truth
- AI-driven cash categorization, reporting, and forecasting with predictive insights for better planning
- Agent Builder that allows users to deploy custom AI agents on live financial data without code
- Automated cash application and reconciliation for faster, streamlined matching of payments
- Alerts and insights that surface actionable intelligence for smarter, proactive decisions
- Data stored with explicit relationships between transactions, entities, categories, and ERP data to ensure accuracy and trust