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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

No matter if you run a small business or engage in personal projects, you can streamline your banking experience with Aurelia by integrating your accounts seamlessly. Choose from a variety of plugins designed to assist with tasks such as tax preparation, quicker payments, financial monitoring, or even creating custom workflows tailored to your needs. Initiating the process is simple and can be accomplished in three easy steps; just select your preferred connections and start the automation journey. Many businesses report difficulties in tracking their financial status across multiple bank accounts, accounting systems, and various tools, which can often lead to confusion. With Aurelia’s user-friendly integrations, you can access real-time financial data from any bank or invoicing software, all consolidated in one convenient location. Our intelligent reconciliation feature ensures that everything is accurately aligned, allowing you to concentrate on expanding your business instead of getting bogged down by tedious manual updates. You shouldn’t be forced to share sensitive passwords or pay exorbitant fees for team functionalities that may not even be available. That’s why we created Aurelia, empowering you to grant secure access to your financial information while maintaining control and privacy. With Aurelia, managing your finances becomes not just easier, but also more secure and efficient.

Description

Modern Treasury offers a payment operations platform along with versatile APIs that simplify the integration of money movement and tracking into your offerings without requiring significant effort. The process of money movement encompasses much more than simply transferring funds; our APIs streamline large-scale money transfers, encompassing bank connections, payments, and reconciliation, while our web application grants comprehensive oversight of fund flows, complete with approval workflows, notifications, and detailed reporting. By integrating directly with your bank rather than positioning ourselves within the flow of funds, we ensure that payments are executed twice as quickly. You can establish approval protocols and monitor payments from their initiation all the way through to reconciliation, with capabilities for ACH, RTP, Wire, and international payment solutions all accessible through a single API and web interface. Additionally, we facilitate automatic reconciliation of completed payments against your bank statement transactions as they are recorded, matching returns and reversals to their corresponding payments, which significantly enhances the efficiency of cash reconciliation processes. This seamless integration ultimately empowers businesses to focus more on growth while we handle the complexities of payment processing.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Monese Yes 
Monzo Business Yes 
N26 Yes 
NetSuite No 
Plaid No 
QuickBooks Online No 
Revolut Yes 
Stripe Yes 
TeamOhana No 
Wise Yes 

Integrations

Monese No 
Monzo Business No 
N26 No 
NetSuite Yes 
Plaid Yes 
QuickBooks Online Yes 
Revolut No 
Stripe No 
TeamOhana Yes 
Wise No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$499 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Aurelia

Founded

2021

Website

aurelia.com

Vendor Details

Company Name

Modern Treasury

Country

United States

Website

www.moderntreasury.com

Product Features

Alternatives

Alternatives