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.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
