This demo session explores how finance teams can transform cash and payments management by adopting an AI‑native treasury platform. With growing complexity across bank accounts, currencies, and payment flows, organizations need tools that not only centralize visibility but also automate decision-making. This showcase demonstrates how AI can move treasury from reactive administration to proactive, data‑driven control of liquidity and risk.
Hosted by Kevin Appleby, COO of GrowCFO and Tech Showcase host, the session features Pac O’Shea, CEO and Co‑Founder of Round Treasury. Together, they walk through how Round uses AI to streamline cash positioning, automate sweeps, support payments and payroll workflows, and surface anomalies or risks before they become issues. Attendees gain a practical view of how an AI‑native treasury stack can integrate with banks and ERPs, enhance yield, reduce operational friction, and provide CFOs and treasurers with real‑time insights to support better strategic decisions [AI Native Solutions Tech Showcase – Round][AI Native Tech Showcase].
Highlights:
- Demonstration of how the Round AI‑native platform optimizes cash management, liquidity, and yield across multiple bank accounts and entities.
- Overview of payment capabilities, including support for accounts payable and payroll workflows within a unified treasury environment.
- Use of AI agents for anomaly detection in payments and balances, helping teams identify unusual activity and potential risks earlier.
- Discussion of automation workflows that reduce manual reconciliations and repetitive treasury tasks, freeing up finance leaders for higher‑value analysis.
- Insight into integrations with banks and ERPs to centralize data, improve real‑time visibility, and support more accurate cash forecasting.
- Perspectives from Pac O’Shea and Kevin Appleby on how AI‑native treasury tools are reshaping the role of the CFO and modern finance teams.
