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Description
Picante is a crypto portfolio and treasury management platform.
Picante allows anyone to easily track their crypto wallets, protocol positions, CEX accounts and bank accounts (fiat), set up monitoring, run financial reports, share data privately with key stakeholders and create public financial dashboards to build confidence in a project by being transparent.
Built for:
(1) Web3 Companies & DAOs : to track their treasury, spending habits, and generate business reports and share critical financial data with stakeholders.
(2) Investors: to monitor the financial health and performance of their portfolio companies.
Key Features: Web3 companies & DAOs
• Live dashboards to track treasury and the historical performance
• Bookkeeping tools to keep accounts in order
• Private dashboards for internal teams and public dashboards for anyone on the web
• Financial report creation tools
• Real-time on-chain notification system.
Key Features: Investors
• Live dashboard for tracking the financial health of portfolio firms
• Query tools to filter companies based on specific criteria, such as treasury distribution.
• Messaging tools to communicate with portfolio companies during 911 events.
Description
TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a clear, reliable view of intercompany loans, bank debt, and derivatives — without the overhead of an enterprise implementation.
The platform serves as a centralized system of record for treasury, controlling, and finance professionals in mid-market organizations, commercial real estate firms, family offices, and investment structures managing cross-border or multi-entity loan portfolios.
TreasuryView consolidates bank loans, intercompany funding arrangements, and hedging instruments into a single workspace. Built-in financial logic handles interest accruals, amortization schedules, and derivative fixings automatically — removing the formula errors and version control failures common in spreadsheet-based processes. Integrated market data from 30+ global sources feeds directly into the platform, giving teams the visibility to model rate scenarios, identify exposure, and bring informed recommendations to leadership.
Common use cases include managing 30–100+ bank and intercompany loans across multiple entities, running clean monthly reporting without weekend reconciliation, and producing scenario analyses that inform treasury strategy rather than simply documenting it. The platform is built as a decision companion — shifting finance professionals from reactive data management to proactive financial insight.
Key capabilities include automated debt lifecycle management, real-time market data integration, board-grade reporting, interest rate scenario modelling, and full timestamped transaction logging.
Teams typically reach functional status within hours. Monthly subscription, with anytime cancellation.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
SAP Store
No
Pricing Details
FREE
Paid accounts are charged monthly per seat.
Free Trial
No
Free Version
Yes
Pricing Details
€250 per month
Single currency
up to 50 instruments(loans, derivatives) included
up to 5 internal users
up to 50 instruments(loans, derivatives) included
up to 5 internal users
Free Trial
Yes
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Picante
Founded
2022
Country
EU
Website
picante.io
Vendor Details
Company Name
emformX GmbH
Founded
2007
Country
Germany
Website
www.treasuryview.com/en/
Product Features
Treasury
Cash Management
Yes
Debt Management
Yes
For Government
No
For Hedge Funds
No
Forecasting
No
Liquidity Management
Yes
Payment Management
Yes
Risk Management
Yes
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
Yes
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes
Treasury
Cash Management
No
Debt Management
Yes
For Government
No
For Hedge Funds
No
Forecasting
No
Liquidity Management
No
Payment Management
No
Risk Management
Yes
