InsightPilot
Treasury Management SoftwareA cloud-based reconciliation platform for mid-market treasury teams, it ingests and parses bank confirmations (PDFs or API), uses AI to extract trade details, automatically matches rates, value dates and counterparties against ERP records, and exports an audit-ready month-end reconciliation pack with plain-English explanations. It solves manual Excel reconciliation, Excel island silos, and time drains of 2–3 days per month, as well as rate and P&L risk from mismatches, audit-trail gaps, and key-person dependency, by acting as a non-TMS control layer that integrates with your ERP, learns tolerance rules, flags exceptions, and accelerates a compliant, streamlined close.
InsightPilot can be found in Treasury Management Software categories.
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