Panax

AI-Powered Cash Optimization. Intelligent Financial Visibility.

Rating: 5/5 - (6 reviews)
Panax is an AI-native autonomous finance platform that empowers finance and treasury teams to make decisions with agility and confidence. By unifying financial and ERP data, Panax replaces inefficient manual processes with AI-powered automation, streamlined workflows, and actionable insights - enabling proactive, agile, and confident treasury and cash management. Built to support lean finance teams with complex treasury operations, our platform is designed by finance professionals to reduce the work of manual treasury operations while still keeping the finance team as the final decision makers. Our mission is to help finance teams improve efficiency and work more strategically, providing the effective tools leaders deserve to control and optimize their cash flow.

Company Details

Address
43 W 23rd St., Rise Office
New York City, NY 10010
Phone

Products & Services

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Cash Application - Accounts Receivable Reconciliation

Smart AI-driven cash application. Automated AR reconciliation in one flexible system, with final control over all...

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Alerts and Insights

Proactive alerts and policies that help you sleep better at night. Don’t be caught out by cash risks with Panax’s...

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Cash Reporting

Dynamic reports to help you catch cash risks, and identify opportunities. Easily create and share reports, to...

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Cash Positioning

Full cash visibility and control: Gain an up to date, standardized view of your cash, with full visibility. No more...

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Connectivity

Full data connectivity to everywhere your cash is: Quickly and securely integrate with over 10K banks, ERPs, and cash...

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Cash Forecasting

Smart, adjustable cash forecasting: Streamlined, flexible and accurate budgeting and forecasting, to help you manage...

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Cash Categorization

Automated, accurate categorization that actually works 90%+ accuracy in transaction categorization, driven by...

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Panax AI

Your private AI assistant. Always on. Always ahead. From automation to insights, Panax AI Agents do the heavy...

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Resources & Content

Panax / Optimove Case Study

Faced with hyper-growth and fragmented banking data, the Optimove finance team used Panax to achieve 100% global...

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AI for CFOs Cheatsheet

In the Panax AI for CFOs Cheatsheet, you’ll find 10 ready-to-use AI prompts - designed to supercharge CFO workflows in...

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News & Press Releases

Press Release

AI in treasury - great power and great responsibility

Published: 1/2/2026
Press Release

A New Era of Autonomous Finance

Published: 1/2/2026

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