# Treasure Reviews **Vendor:** Treasure Financial **Category:** [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 13 ## About Treasure Treasure is a cash management platform to help businesses transform idle cash into revenue. ## Treasure Reviews ### 1. No Brainer **Rating:** 5.0/5.0 stars **Reviewed by:** Kareem B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Treasure?** The team at Treasure is highly responsive, knowledgeable and very thoughtful. They want to ensure you understand their value clearly and never push you into a solution that is not a fit. Having spoken with a number of banks, none compare to the rates that Treasure can offer with the financial security to back you. The product is easy to set up and the dashboard keeps you on top of your earnings. Great product! **What do you dislike about Treasure?** The integration with QuickBooks has yet to be set up. This requires manual reporting in the short term, which the team mentioned they are working on addressing. **What problems is Treasure solving and how is that benefiting you?** Treasure makes sure that we are getting the best rates to generate interest on the funds we are have parked for longer term use. Instead of a nominal interest rate, Treasure gives you the highest returns that I have seen. ### 2. No Brainer - Use Treasure **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel J. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Treasure?** Best rates available. 10X FDIC. Amazing support. They enable startups to earn high yields on their cash risk free and 10-100X more than from traditional banks. Strongly recommend. **What do you dislike about Treasure?** none. The one thing that in the future I would like is to be able to use Treasure to pay 3rd parties rather than wire to your existing accounts. But overall they are amazing **What problems is Treasure solving and how is that benefiting you?** Startups after a raise have idle cash that they are not allowed to invest due to their charters. So they are traditionally left with very low yield options. Treasure enables you to earn high yeilds with your idle cash rish free ### 3. Best high-yield savings option we've found **Rating:** 5.0/5.0 stars **Reviewed by:** Ravi P. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Treasure?** We've been using Treasure for several months now and are pleased with how fast it was to setup. The risk-free yield is great and much safer compared to other options we've seen out there. The team is also really responsive for any issues. **What do you dislike about Treasure?** Nothing has come up so far that hasn't worked as per our expectations. Overall, we've been really pleased with the service, the UI, the support, and the overall experience. **What problems is Treasure solving and how is that benefiting you?** High yield with minimal risk and relatively high liquidity. It was better on those fronts than every other option we looked at. When we initially came onboard Treasure, there were others claiming higher yields but they were using crypto and other risky techniques that we weren't comfortable with storing our company's idle cash in. ### 4. Great Returns! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael V. | VP of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2022 **What do you like best about Treasure?** The various financial products offer great returns and can be molded to match your level of safety/risk tolerance. Some are FDIC insured, some are treasuries, etc. **What do you dislike about Treasure?** The software is still being developed, so there were a couple of glitches setting up our accounts. But the team was always ready and available to correct them. **What problems is Treasure solving and how is that benefiting you?** Treasure's investment products allow us to make meaningful returns while holding funds for future projects. ### 5. The easiest way to have non-operating money working **Rating:** 5.0/5.0 stars **Reviewed by:** Martin C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Treasure?** Seamless bank integration that makes getting money in and out simple **What do you dislike about Treasure?** I would like to further automate to have all my cash after 4pm go to a Money Market account and be ready to spend the next day...that would make TF even more self-driving! **What problems is Treasure solving and how is that benefiting you?** Cash in bank account can be an additional source of revenue. TF makes it such that you don't need a dedicated person to make that work! ### 6. Great customer service to help you do your job well. **Rating:** 4.5/5.0 stars **Reviewed by:** Saniya S. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Treasure?** Working with treasure has been very easy. The team goes the extra mile to help you make your decisions wisely and offer good options for capital management **What do you dislike about Treasure?** 1. Hope they have stellar credit ratings soon enough 2. They need to build role-based access controls to help teams work asynchronously on the platform. **What problems is Treasure solving and how is that benefiting you?** Treasure helps with capital management, treasury management, and making sound investment decisions for your organization. ### 7. Easy to use, customer service is the best, and it earns you great returns, what else do you need?!? **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Treasure?** Treasure is super easy to use, the interface gives you stats that are helpful and it's awesome to watch your money grow without much effort. The best part is the customer service though, they are always there for you and also will help you make the most out of your returns. **What do you dislike about Treasure?** Would be great to see different levels of access for users. **What problems is Treasure solving and how is that benefiting you?** Treasure helped us with getting the most return out of our idle cash, you can never complain about some extra cash to spend without much effort on our part. We have used another provider and moved to Treasure after two months for the easy interface, great returns, and timely statements. ### 8. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2022 **What do you like best about Treasure?** We work with Matt Walsh and he is very responsive and patient when we have questions. He takes the time to explain the various financial products and genuinely wants to point us in the best direction with what we are comfortable with for our investments. **What do you dislike about Treasure?** The only downside has been the platform at the beginning (9months-1 year ago) seemed to have missing documents or incorrect information for our account, however, when I mentioned these issues, they were resolved and all seems to be working well now. **What problems is Treasure solving and how is that benefiting you?** When interest rates started to rise they made it very simple to move some of our funds to a more profitable product. ### 9. Great user interface + excellent service + compelling rates **Rating:** 5.0/5.0 stars **Reviewed by:** Neal T. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Treasure?** The onboarding experience was easy; the team is top-notch, and their portal is easy to use. **What do you dislike about Treasure?** We have been waiting for multi-user log ins **What problems is Treasure solving and how is that benefiting you?** It's a great resource managing our treasury functions ### 10. Putting our Idle Cash to Work! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Treasure?** The straightforward setup process and easy account linkage. We were up and running in less than an hour! **What do you dislike about Treasure?** There was no multiuser functionality however, that has since been remedied with additional functionality recently rolled out. **What problems is Treasure solving and how is that benefiting you?** Our idle cash was not earning interest, and Treasure allowed us to take advantage of the current interest rate environment! ### 11. Strong option for managing your capital outside of traditional banking options. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2022 **What do you like best about Treasure?** Hands-on team that is always available. Good options. **What do you dislike about Treasure?** Still early, so you need to really actively manage and speak with the team. Product isn't quite fully there yet, but will continue improving! **What problems is Treasure solving and how is that benefiting you?** Easy access to treasury solutions that are typically only available to massive corporations. ### 12. Already recommended Treasure to founder friends! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Treasure?** Treasure made it super easy to invest company funds into high-yield options, and the team has been terrific to work with through the onboarding process. **What do you dislike about Treasure?** The UI has already made improvements since we joined, and I know many other features/tools are on the way. **What problems is Treasure solving and how is that benefiting you?** Avoiding savings accounts that offer 0.01% yield and actually getting a proper return on our cash. ### 13. Easy to use and most appropriate in the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Treasure?** Secure and convenient to use for all kinds of payments. You don't have to manage different accounts or store all your account information using Treasure, and You can only keep one for all your transactions. **What do you dislike about Treasure?** It might be a little confusing for the new users to start using it, but once they get comfortable, they can use it wherever they require. **What problems is Treasure solving and how is that benefiting you?** In my organization, we are using it for corporate travel as in our team; people has to travel for business meeting a lot. - [View Treasure pricing details and edition comparison](https://www.g2.com/products/treasure-financial-treasure/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+06%3A05%3A16+-0500&secure%5Bsession_id%5D=89de3dfc-2ab0-4bb2-9a2d-7c51b5a52235&secure%5Btoken%5D=9c191635b976901a515ac02278e3cb679a16a83ebb51337697a7cfdbccd34271&format=llm_user) ## Treasure Features **Cash Management** - Monitor Cash Positions - Debt and Investments - Cash Pooling - Cash Operations - Schedules - Automated Cash Operations **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Risk and Compliance** - Manage Different Types of Risk - Comply with Financial Regulations - Counterparty Risk Management - Hedging **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Analytics** - Cash Balances - Risk Positions and Scenarios - Expiring Contracts and Payments - Direct Spend Analysis **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Banking** - Banking Connectivity - Bank Account Management - Intercompany Lending - Automated Banking **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Integration** - Financial Systems - Analytics - FX and Trading Paltforms - Multiple Data Sources **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Financial Data Transfer** - Data Exchange - Reporting - Access - Integration **Agentic AI - Treasury Management Systems** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Treasure Alternatives - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews) - 4.2/5.0 (555 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (395 reviews) - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,778 reviews)