Sweeping rules
Create rule-based workflows to automate cash management
Use cash efficiently, avoid potential shortfalls, and automate routine operations with simple yet powerful sweeping rules.
Key features
Automate cash sweeping across your company to cover daily needs and concentrate cash in higher-yield accounts.
Track all sweeping rules and transaction history from one central interface with built-in user management and audit trails.
Create custom sweeping rules based on frequency, account thresholds, and target balances while easily editing on demand.
Set rules that align with company policies to minimize risk and ensure financial commitments are met on time.
Liquidity management on autopilot
Create workflows to optimize liquidity with target balances, avoiding cash shortfalls while using your cash efficiently across all accounts and entities.
Simplified cash operations
Automate routine transfers between accounts and entities, eliminating the need to log into multiple systems and make payments manually with an increased risk of errors.
Granular user management
Grant or revoke specific access levels to an individual or team from one central interface, letting you easily control sweeping rule permissions across your organization.
Full audit trails for every transaction
Track all sweeping activity globally to ensure compliance with company policies and quickly drill-down to see historical cash sweeps for every predefined rule.
Get started
See a demo
Discover the Atlar platform for yourself. Enter your email to get started.
