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Sweeping Rules

Automate liquidity with sweeping rules

Use Atlar to set up rules that move funds between accounts automatically—helping you avoid idle cash and reduce risk.

Liquidity optimization

Automate cash sweeps across your organization to meet daily needs and concentrate funds in higher-yield accounts.

Centralized monitoring

Oversee all sweeping rules and transaction histories from one place, with full user control and audit trails.

Custom rule settings

Set rules based on frequency, thresholds, and target balances—with the flexibility to adjust at any time.

Enhanced security

Align sweeping logic with company policies to reduce risk and ensure timely payments.

Liquidity management on autopilot

Build workflows that maintain target balances automatically. Avoid shortfalls and make the most of idle cash across accounts and entities.

Simplified cash operations

Eliminate the need to log into multiple banking portals or set up manual transfers. Automate common money movements between accounts and entities with confidence.

Granular user management

Control who can create, edit, or view sweeping rules across your organization, all from a single interface.

Full audit trails for every transaction

Track sweeping activity globally to stay compliant. Quickly access full histories of each sweep rule whenever needed.

What finance teams are saying.

Treasury and finance leaders use Atlar to save time, reduce risk, and stay in control.

“We save over two hours a day understanding our cash position, which is huge. Instead of reconciling accounts across multiple banks, we’re confident that Atlar is the source of truth.”
Sean Fanning
Finance Director
 at 
Liberis
"We were looking for a best-in-class Treasury Management System with payment automation and a strong security focus. With Atlar, we’ve achieved this."
Travolta Mohan
VP, Global Treasurer
 at 
Mangopay
“We needed a modern and flexible treasury platform that could integrate seamlessly with our systems. With Atlar, we found a solution that gives us the visibility and control we need.”
Piero Ardito
Director, Group Treasurer
 at 
Tide
"The progress we made with Atlar in just a couple of months was impressive. The Atlar team was incredibly helpful and collaborative from the get-go."
Benjamin Faulkner
Treasury Manager
 at 
Zilch
“Atlar gives us the real-time visibility we need. Not just with banks, but across digital wallets too. That breadth of insight is critical for a modern treasury team.”
Petar Dakovic
Senior Treasury Manager
 at 
GetYourGuide
“The beautiful thing is you can log into Atlar and see your cash positions and payments in one reliable, real-time view. This helped us shift from tactical work to strategic finance.”
Kenneth Chen
Chief Financial Officer
 at 
Aiven
“With Atlar, everything just became super fast and efficient. Instead of logging into several banks, my team now has a single platform to manage cash and control payments securely."
Steffen Pyka
VP of Finance and HR
 at 
Vivenu
“As the business scales the way we manage money needs to scale with us. We were looking to fully modernize how we track and manage cash across all our banks and Atlar lets us do just that.”
Philip Gunnstam
Chief Financial Officer
 at 
Sellpy
“With Atlar, I no longer have to wait a day just to know my cash position. Everything is consolidated in one place, in real time, and our finance team can focus on strategy instead of manual work.”
Quiron Cunha
Chief Financial Officer
 at 
Mondu
“As we scale internationally, Atlar gives us the clarity and control we need to manage liquidity. It’s more than just a tool. It’s a core part of how we run treasury.”
Simon Afeworki
Chief Financial Officer
 at 
Natural Cycles
"We’ve set up a robust and highly automated treasury process that supports our growth. The integration with Atlar was seamless and let us focus on what really matters—managing the business.”
Emmanouela Psaraki
Senior Treasury Manager
 at 
Forto
“Before Atlar, vendor bill payments took 20 hours every week. By connecting all of our banks to Atlar, synced with NetSuite, we cut this down to 7 minutes.”
Maria Kilegran
Finance Systems Lead
 at 
Storytel
“With Atlar in place, we can operate in a more scalable way as a finance team and with greater insight into our cash positions globally. This ensures we can continue to support the business effectively as we grow.”
Hendrik Bitterschulte
Chief Financial Officer
 at 
Acne Studios

Trusted by the ecosystem

We partner with leading banks, ERPs, and financial platforms. Atlar is an official NetSuite partner and holds preferred status with major financial institutions. Reach out to learn how this benefits your team.

MS Dynamics
TreasurySpring
HSBC
NetSuite
Handelsbanken
Citi