Key takeaways
- US-based Flex selected Atlar for AI-powered cash management and payments, with a native integration to its ERP, Campfire.
- Flex has raised over $100 million in total equity funding, including a $60 million Series B, and has grown revenue 4x year over year.
- The finance team was spending significant time each day manually monitoring balances across dozens of banking and payment accounts with no unified view.
- All payments required at least two levels of approval, but not all of the team’s bank portals supported that, so gaps had to be managed manually.
- Flex chose Atlar for a consolidated view of accounts plus real-time visibility, automated reconciliation, approval workflows, and a full audit trail in one place.
US-based Flex, the financial platform for business owners, has selected Atlar for AI-powered cash management and payments, with a native integration to its ERP, Campfire.
Flex is one of the fastest-growing financial platforms in the US. Headquartered in San Francisco, the company is building an AI-Native Private Bank for Business Owners—unifying the entire lifecycle of money for business owners, spanning private credit, business banking, expense management, payments, and personal finance.
Flex has raised over $100 million in total equity funding, including a recent $60 million Series B, and has grown revenue 4x year-over-year. The company joins a growing number of US-based companies selecting Atlar, as the platform expands across the Atlantic.
A challenge shaped by speed and complexity
Operating a financial platform at Flex's scale means the finance team needs to know exactly where cash is at all times. With a business model that requires constant cash positioning, the team was spending significant time each day manually monitoring balances across dozens of banking and payment accounts with no unified view.
Compliance added another layer of complexity: all payments required at least two levels of approval, but not all of the team's bank portals supported this, leaving gaps that had to be managed manually.
Why Flex chose Atlar
Flex selected Atlar to bring all of these accounts into a single view with the controls the team needed, including a native integration with Flex's ERP, Campfire.
"We needed a treasury platform that could keep up with the pace we operate at. Atlar gives us a consolidated view across all of our accounts and the real-time visibility we were missing." — Brian Ehrlich, Senior Director of Finance and Accounting at Flex.
"Having real-time visibility, automated reconciliation, proper approval workflows, and a full audit trail in one place means less time on manual checks and more time on the work that moves the needle." — Jacob Martin, Controller at Flex.
We're proud to welcome Flex to Atlar, and excited to support the team as they scale.
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