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Treasury management is about keeping a customer’s cash working. Your agent watches balances across the customer’s accounts and moves idle cash between them: into a Natural wallet to stage it, out to the destination your policy picks, and back when the customer needs liquidity. Your agent can:
  • Watch balances across the customer’s linked operating and yield-bearing accounts
  • Sweep idle cash from the operating account into the customer’s Natural wallet to stage it, then move it to the destination your policy selects or back on demand
  • Operate within the per-transaction limit the customer delegated and the daily and monthly caps you set on the agent
Where this shows up:
  • Wealth and cash management: Sweep a client’s idle balances into higher-yield accounts and back as they spend.
  • Corporate treasury: Concentrate cash from operating accounts and position it against upcoming obligations.
  • Marketplace and platform float: Stage collected balances and move them on a schedule you control.
You own the strategy (which yields to chase, target balances, sweep timing, and suitability), and Natural carries out the movement so cash keeps working without ever leaving the customer’s ownership. Read more: Invite a customer, Move money for a customer, and Deposit and withdraw.