Panax

Panax is an AI-native treasury management platform designed to help finance teams improve cash visibility, control, and operational efficiency. It connects data from banks, enterprise resource planning (ERP) systems, and payment platforms to create a unified, real-time view of cash, transactions, and financial entities. Using finance-focused AI and customizable agents, the platform automates workflows such as cash categorization, reconciliation, forecasting, reporting, and payments. Its tools also support cash positioning, accounting, cash application, alerts, and business insights, helping teams identify liquidity needs and make more informed decisions.

Panax serves CFOs, finance and treasury teams across industries including real estate and hospitality, fintech, manufacturing, private equity, healthcare, and eCommerce. Its forecasting and alerts are designed to help organizations anticipate cash needs, manage risk, and respond to changing conditions. The Panax Builder allows users to configure custom agents and workflows on validated financial data without code or IT support. The company also offers pricing plans, customer resources, guides, webinars, and finance and treasury education.