Integrate Modern Treasury with AI Agents

Payment operations are the backbone of any finance-driven business, but manual data retrieval, reporting, and fragmented collaboration slow teams down. By combining Modern Treasury—the gold standard for automated payment operations—with Runbear’s AI agent platform, teams unlock a new level of speed, visibility, and smart automation. Seamlessly access Modern Treasury data, automate financial summaries, and drive real-time collaboration for your team—all inside familiar chat tools like Slack, Microsoft Teams, or Discord.

About Modern Treasury

Modern Treasury is a leading payment operations platform that automates the full lifecycle of money movement for businesses— from payment initiation and approvals to reconciliation and reporting. Organizations rely on Modern Treasury to simplify complex workflows, integrate directly with banks, and ensure complete visibility into transactions. Core features include seamless payment automation, real-time tracking, robust approvals, and enterprise-ready APIs. Teams in finance, fintech, operations, and accounting use Modern Treasury to eliminate manual errors, speed up payment cycles, and centralize financial processes. With its recent introduction of Modern Treasury AI, organizations are empowered to embrace AI-powered financial management and smarter collaboration across teams at scale. Modern Treasury is the go-to solution for high-growth companies seeking reliability, efficiency, and automation in their financial operations.

Use Cases in Practice

Runbear’s integration with Modern Treasury empowers your team to interact with payments and reconciliation data, trigger recurring financial updates, generate visual insights, and streamline approval workflows—all by chatting with an AI agent where work happens. Picture your finance team asking 'What’s our available cash today?' and seeing the Modern Treasury summary appear instantly in Slack, or scheduling a weekly payment trends report, visualized with crisp charts right in your team channel. Approvals are no longer buried in email threads but are surfaced as actionable summaries. For operations and treasury teams striving for speed and accuracy, this integration translates tedious hours into seamless, automated workflows and fosters a culture of data-driven collaboration. Want to see similar native data querying? Check out how teams use Query and Analyze Airtable Data from Slack—Using Just Natural Language for rapid data retrieval and Simplify Your Business Analytics to automate analytics generation in team channels—Runbear’s Modern Treasury integration brings that same intelligence to your financial operations.

Modern Treasury vs Modern Treasury + AI Agent: Key Differences

Integrating Modern Treasury with Runbear revolutionizes finance operations for teams, moving from manual, siloed tasks to seamless AI-powered automation in everyday team chats. Modern Treasury standalone offers robust payment automation, but key workflows—like retrieving data, generating reports, or collaborating on approvals—often require switching tabs or manual effort. With Runbear, teams access Modern Treasury insights, automate repetitive updates, and collaborate directly in Slack or Teams, transforming payment processes from slow and reactive to instant and proactive.

Implementation Considerations

Adopting a Modern Treasury-Runbear workflow requires clear planning around data security, user permissions, and training. Teams must ensure they authorize the AI agent with appropriate read/write access; IT should review data governance policies and restrict sensitive actions where necessary. Training is critical—team members should learn to phrase questions and schedule jobs for the AI agent. Change management efforts may be needed to help staff replace spreadsheet exports and email-driven updates with chat-based automation. Budget for both Modern Treasury and Runbear subscriptions, and consider a cost-benefit analysis of time saved versus setup investment. Ultimately, an organization’s readiness hinges on open collaboration between finance, IT, and operations, maintaining strong oversight while empowering automation.

Get Started Today

Modern Treasury and Runbear together give teams unprecedented payment operations automation right inside their daily communication tools. By reducing manual tasks, fostering transparency, and accelerating responses, this integration helps teams focus on high-value work—not spreadsheets. Ready to modernize your financial workflows and boost team productivity? Start your Modern Treasury + Runbear integration trial today and empower your team with the smartest AI agent for payments on the market. Stay ahead, stay automated, and let your finance team lead the future of financial operations—right where collaboration happens.