Implementation services

Cross-Border Agentic Treasury
built into your finance team

We help international finance teams put AI agents to work in treasury — starting with cross-border payments, where we built our own MCP server, and extending into the broader AI-for-finance stack.

Most working-session requests get an answer in about 2 minutes.

What we actually build

Four narrow agents. Real data. Three-week engagements.

We don't sell a transformation. We pick one cross-border treasury workflow, ship a working agent against your real data, and hand over software your team can extend. Each card below shows the actual build.

Connectivity

Banking connectivity for international businesses

Your agent reads balances, transactions and statements across every bank you use — MCP where we have it, a bank's own API where we don't, the bank's online portal where we have to. One auth path, one interface, one agent that knows where to look.

Stack: Ohmyfin MCP · bank APIs · browser automation · your agent of choice
Pre-flight

Pre-flight validation for outbound payments

Before a wire leaves: sanctions screen against 200+ watchlists, IBAN/SWIFT/UETR validation, country-specific fields (UAE purpose codes, US ABA, etc.). The agent prepares, your team approves.

Stack: Ohmyfin sanctions + validation MCP · your ERP / payment hub · human approval gate
Demo recording in progress Ep. 4 of the build series — June 2026
Reconciliation

Cross-border reconciliation copilot

Incoming wires matched to invoices across entities and currencies. The agent reads the bank statement, reads your invoice ledger, and writes a draft reconciliation a human can approve in minutes instead of days.

Stack: Ohmyfin tracking · your ERP / NetSuite / Xero · agent-side reasoning
Demo recording in progress Odoo + agent walkthrough — June 2026
Integration

Integration with your existing ERP and accounting stack

Your agent doesn't replace Odoo, NetSuite, Xero or SAP — it reads from them and writes back to them. We wire the agent into your existing system of record so payments, vendors, invoices and reconciliations stay where your accountants and auditors already look.

Stack: Odoo (primary example) · NetSuite · Xero · QuickBooks · SAP · your agent runtime
How we work

How we work — and what we won't do.

Every finance team is wired differently, so we don't sell a universal package. These are the principles we operate by — what to expect from an engagement, and what we deliberately won't do.

Fit your company, not a template

A treasurer who wants to 'speak to the invoice'. An agent sitting in an approval chain with its own corporate email. An owner approving payments from Telegram on a Sunday. All valid shapes — we pick the one that matches how your team already works, not the one that looks best in a brochure.

No AI for the label

We won't ship something just so you can call yourselves 'AI-enabled'. If a workflow already runs cleanly and an agent only adds friction or cost, we'll tell you. The goal is fewer headaches and lower cost — not a press release.

We don't bill for work we didn't do

No 50-page strategy decks. No six-week 'discovery phase' before any code runs. (Honestly — the deck would be written by an AI anyway. We'd rather use the same hour to ship.) You pay for working software, not for effort and pretty slides.

We're curious — and we learn from you

You probably work with a bank we've never integrated against, or you've figured out an FX timing trick we haven't seen. That's part of why the engagement is valuable to us too. We don't price an explicit premium for the learning — we'd rather have a relationship that compounds.

Legacy systems don't scare us

Our founder is ex-IBM with hands-on mainframe time — AS/400, z/OS, the lot. (No, he's not seventy.) If your system of record speaks COBOL, drops a flat file every night, or only opens 9-to-5 GMT, we've seen it. The agent connects to what the bank actually has, not what a vendor wishes it had.

Have some fun

At the end of the day, this is humans collaborating on something interesting. If the work isn't a little fun on both sides, the agent that comes out of it won't be very good either. We optimize for that on purpose.

Where it goes from here

Start with one cross-border agent. Extend across finance. Then across the company.

We start narrow because that's where our data and tooling are sharpest. Once treasury trusts agents in production, the same pattern extends to AP automation, vendor onboarding, FX timing, KYC, and from there into the broader AI-for-enterprise rollout your team is already being asked to build.

We don't sell the broad transformation as a packaged service — but if the first engagement lands, we're typically the working partner on whatever comes next.

  1. 1
    Cross-border treasury. Tracking, validation, sanctions, reconciliation, multi-bank connectivity.
  2. 2
    Adjacent finance ops. AP automation, vendor onboarding, KYC refresh, FX execution.
  3. 3
    Broader finance. Cash forecasting, multi-entity reconciliation, internal reporting.
  4. 4
    AI across the enterprise. The same agent pattern, generalized: legal, procurement, operations, support.
Why work with us

We built the thing we sell — and we run our own ops on it.

We shipped one of the first treasury MCP servers

Before MCP was a category. Real tools, real data, live in front of finance teams today.

Real-time SWIFT tracking

We operate one of the few public SWIFT tracking surfaces in production. We know what the data actually looks like — and where banks lie.

Our own ops run on agents

Outbound, support triage, content, monitoring, roadmap — agents under guardrails. We only recommend patterns we run ourselves.

Founder-led, small team

You won't be passed to a junior. The person who builds your agent is the person you scoped with.

Tell us what you want to ship.

Fill the short form. Most requests get an answer in about 2 minutes: a calendar link, a polite no, or (occasionally) a hand-off so we can look at it ourselves. Either way you'll know where we stand by the end of the page.

Request a working session
A note on fit. We take on a small number of engagements per month because depth over breadth is the only honest way to ship agents that actually run in production. If your situation is better served by a self-serve product, an integrator, or a different vendor — we will say so up front. No sales theatre, no two-day waits.

Uwaga: Ohmyfin provides software, integration and technology advisory services. We are not a licensed financial institution, law firm, or auditor — engage independent counsel for legal, tax or regulated-financial matters. Engagements remain subject to applicable sanctions, AML and compliance requirements in the relevant jurisdictions.