THE CHALLENGE
Over 50 bank accounts, high transaction volumes, and zero margin for error
Juni is a rapidly growing fintech that provides businesses with a modern platform for banking, credit lines, cross-border payments, automated accounting, and spend management. With customers across multiple jurisdictions and a high volume of daily transactions, Juni’s treasury operations must be both flexible and robust.
Early on, Juni recognized the need for a real-time treasury system to manage everything from payments to cash flow forecasting. “As our business scaled, it became clear that manual processes and multiple banking interfaces were unsustainable,” recalls Ruben Arnbert, Juni’s CFO. “We needed to consolidate our cash management and payment operations to avoid the potential for operational risks in the future.”
Juni maintained more than 50 accounts across several banks, spanning multiple jurisdictions. This fragmented setup made even basic tasks—like initiating payments, checking balances, or reconciling accounts—unnecessarily time-consuming.
“We recognized that within 6-12 months, if we didn’t address this, it could negatively impact our ability to serve our customers and scale the business,” Ruben explains.
Beyond the administrative burden, manual processes across different banking portals increased the risk of errors, potentially leading to missed payments or insufficiently funded accounts. “In our business, there’s zero margin for error,” Ruben notes. “We needed to simplify our banking stack to maintain our strong track record as an organization.”
THE SOLUTION
Unifying finance processes into a single, centralized platform—integrated with NetSuite
Atlar’s real-time treasury platform allowed Juni to consolidate its disparate bank accounts into a single place. This provided instant visibility and control over funds across all accounts while ensuring payments and balances remained accurate and up-to-date.
Moreover, Atlar supports both traditional bank connections via SFTP and modern finance tool integrations over API, giving Juni the flexibility to connect new financial services as the company expands. “For us, it’s not just about having a dashboard—it’s about future-proofing our treasury and ensuring we can integrate new banks and finance tools as our business evolves,” says Ruben.
A key factor in Juni’s decision was Atlar’s native integration with NetSuite, enabling seamless, two-way syncing of bank statements and payments. This automation drastically reduced manual input, eliminated data discrepancies, and freed the finance team to focus on strategic priorities like forecasting and liquidity management. “We saw how the NetSuite integration immediately cut down our manual workload. Suddenly, we could invest more time in strategic decisions rather than transferring files and chasing errors,” Ruben shares.
THE RESULT
90% reduction in manual processing and well-positioned for future growth
By consolidating all accounts into a single treasury platform, Juni significantly reduced the risk of errors and payment failures. Real-time data flows ensure funds are always in the right accounts, improving both accuracy and speed. “We eliminated a number of potential operational risks almost overnight,” Ruben says. “That peace of mind is invaluable.”
With a single view of cash balances and automated NetSuite syncing, Juni’s finance team can now develop more sophisticated cash management strategies. Instead of manually wrangling data in spreadsheets, they can forecast cash flow in real time—a game-changer for liquidity planning.
“We now have far more confidence in our liquidity planning, allowing us to optimize cash positions and deploy excess cash strategically,” Ruben adds. “Atlar has helped us turn a looming operational challenge into a strong foundation for future growth.”
Ready to learn how Atlar’s real-time treasury platform can transform your cash management and payments process? Get in touch with us.
