Modern Treasury is a financial operations platform that automates and streamlines payment processes for businesses.
Transform your payment operations with AI Agents that can automate reconciliation, detect fraud, and provide predictive cash flow insights.
Modern Treasury brings enterprise-grade payment operations and reconciliation capabilities. Relevance AI enhances this with intelligent AI Agents that can automate complex financial workflows and provide real-time insights.
Seamless Payment Orchestration
The agent automates payment workflows, ensuring smooth and efficient processing.
Real-time Financial Insights
Access to live data enables informed decision-making and proactive cash management.
Enhanced Fraud Detection
The agent identifies unusual transaction patterns, minimizing the risk of financial losses.
Relevance AI gives you access to Modern Treasury's payment operations tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Modern Treasury account
- A Relevance AI account with API access enabled
- Authorization credentials (securely connect via OAuth—no manual credential storage)
Security & Reliability
The integration leverages secure OAuth authentication, ensuring only authorized workflows access your Modern Treasury data. Relevance AI handles API operations seamlessly in the background while maintaining proper authorization headers and request formatting.
Built-in validation and response handling ensure reliable payment operations and data synchronization across your financial workflows.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Modern Treasury + Relevance AI integration without writing code:
- Set up proper authentication: Ensure OAuth credentials are correctly configured with appropriate permissions.
- Use consistent API paths: Maintain organized endpoint structures for payment operations and webhooks.
- Handle responses properly: Always check response status codes and implement proper error handling.
- Monitor transactions: Regularly verify payment statuses and reconciliation data.
- Implement security best practices: Use secure webhook endpoints and keep API credentials protected.
