CASH MANAGEMENT
Track and optimize your cash flow in real time
Take command of your cash with a platform that shows real-time cash positions and trends over time—for all your accounts.
All your accounts and balances, one platform
Optimize your liquidity
Use automated workflows, sweeping rules, and alerts to identify excess balances and put your cash to better use.
Set reporting to autopilot
No more endless spreadsheets. Generate cash reports and forecasts for any bank, entity, and currency in seconds.
Get real-time insights
Atlar receives data from your banks and ERP in real time, so you can see changes as they happen and act faster.
Simplify collaboration
Centralize bank access rights, set user roles, and easily save and share reports to collaborate securely around financial data.
Full cash visibility, at any level
Get a single source of truth for your cash positions and leave bank portal logins in the past. Follow cash flow movement at scale and drill down to transaction and invoice level details.
Spreadsheet-free cash reporting
Create historical cash flow reports in seconds with automatically categorized inflows and outflows. Save reports, set them to update dynamically over time, and easily share with your team.
Automated liquidity workflows
Create workflows to automate your daily cash operations with target balances, letting you avoid potential cash shortfalls while using your cash efficiently across all accounts and entities.
Advanced search and filtering
Access any transaction or account activity in a few clicks with powerful search tools and complete audit trails. Filter using 20+ parameters, including metadata, description, and counterparty.
Collaborate with control
Atlar works as a central hub for managing bank access rights, user roles, and approval workflows. Collaborate securely around financial data by granting or revoking specific access levels to an individual or team in seconds and stay in control with immutable audit logs.
- New users onboard securely in minutes
- Granular user roles for the entire organization
- 24/7 security support
Centralize financial data
Connect banks, ERPs, PSPs, internal systems, and other finance tools to Atlar and bring normalized financial data together in one place. Atlar provides a complete picture of company finances in real time using the best-performing, most reliable connections – and no need for multiple logins.
- Pre-built integrations with 30+ major banks
- SFTP, SWIFT, EBICS, API, and more channels
- Native, no-code ERP integrations
Protect your information
Atlar customer data comes first. Enterprise-grade privacy, security, and reliability protocols are strictly enforced throughout the platform. Built-in MFA lets you secure accounts with an extra level of protection. SAML support means you can leverage your existing single sign-on mechanism.
- Strong encryption in transit and at rest
- SAML and API key authentication
- 99.9% historical uptime
Trusted by the ecosystem
We’re proud to partner with leading institutions in finance, banking, and technology. Atlar is an official NetSuite partner and holds preferred partner status with several major financial institutions. To learn about how this benefits our customers, get in touch.
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