Key takeaways
- Atlar’s AI assistant, part of Atlar Intelligence, lets users query treasury data in natural language—for example to explain balances, build a cash flow bridge, or spot unusual outflows.
- The assistant works from Atlar’s real-time connections across banks and ERPs, including systems such as NetSuite and SAP, so analysis can explain why balances moved, surface patterns, or highlight cash-flow anomalies.
- It is built into the platform rather than offered as a separate tool, and can guide users through workflows such as a payment run with approvals and audit trails, forecasting, or connecting a new bank account.
- Since launch it has been used thousands of times; the article describes this release as the start of an assistant that explains data and will later help users take action on it.
- The assistant cannot retrieve data a user does not have permission to access, customer data is never used to train the model, and all processing runs on AWS in Europe.
With a single prompt, you can ask Atlar to explain your balances, build a cash flow bridge, or spot unusual outflows. Part of Atlar Intelligence, our new AI assistant makes treasury data as easy to query as a conversation.
Any insight is only as good as the data behind it. Because Atlar connects all of your financial data across banks and ERPs and makes it available in real time with full accuracy, the AI assistant delivers answers you can trust and act on.
Since launch, it has already been used thousands of times by teams looking for instant answers. For scaling companies, it’s a way to move faster and make better decisions without losing any control.
Analyze your data instantly
The AI assistant connects directly to your financial data, giving you clear insights in seconds. What makes this different is the foundation it’s built on: Atlar connects every bank and ERP through fully managed integrations, including systems like NetSuite and SAP. That means the assistant works from a complete and reliable data set you can trust.
With that coverage, the analysis goes beyond showing what changed. It can explain why balances moved, surface patterns across accounts, or highlight anomalies in cash flows. These insights build on Atlar’s real-time cash management, where balances and transactions from all your banks are unified in one place.
Example prompts:
- “Tell me how my balances developed in EUR over the past nine months.”
- “Create a cash flow bridge from May to October.”
- “Why are my outflows higher this month than last?”
Built into Atlar
The AI assistant isn’t a separate tool — it’s built into the way you already use Atlar. Ask how to set up a workflow, find a feature, or follow best practices, and it will guide you through.
It can walk you through a payment run with approvals and audit trails, explain forecasting step by step, or show you the fastest way to connect a new bank account. And because Atlar connections are built and maintained in-house, using reliable channels like API and SFTP, you can trust the assistant to work on top of the best data possible.
Why it matters
Finance teams at scaling companies are under pressure to do more with less. Reports and dashboards alone can’t always keep up with decisions that need to be made in real time. Atlar’s AI assistant helps you skip manual work and go straight to answers.
It extends the value of Atlar’s platform: a next-generation treasury system that replaces spreadsheets, bank portals, and manual workflows with automation and real-time visibility.
This is what sets Atlar apart from legacy TMS platforms. Where traditional systems are slow, file-based, and complex to implement, Atlar offers real-time connectivity, fast implementation, and an intuitive platform built for modern finance teams.
This release makes all your financial data accessible through natural language. It’s the start of an assistant that not only explains your data but will soon help you take action on it.
Security first
Accuracy and security are essential in finance. An assistant is only useful if the data behind it is both correct and protected. That’s why Atlar’s AI assistant is built with the same safeguards that underpin our platform:
- The assistant cannot retrieve data that a user doesn’t already have permission to access.
- Customer data is never used to train the model.
- All processing runs on AWS in Europe — no data ever leaves Atlar’s environment.
See it in action
Our AI assistant is live and in use today, alongside more exciting Atlar Intelligence features. Open your dashboard, type a prompt, and see insights appear in seconds.
Today’s release is just the beginning of a more intelligent, connected platform. In the weeks ahead, we’ll introduce additional AI-powered features to help finance and treasury teams work smarter.
If you’d like a closer look, get in touch or book a demo to explore it for yourself. We’ll show you how the assistant can analyze data, explain results, and guide you through workflows — all within the platform.
Atlar customers such as Tide, Mangopay, and Storytel already rely on Atlar to manage their global treasuries. Now, with the AI assistant built in, they can move faster with greater confidence.
