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Average Ratings 9 Ratings

Total
ease
features
design
support

Description

Provide your investors with an elegant, contemporary, and tailored perspective of their portfolio that enhances their experience. Enable them to monitor their investments, forecasts, and returns all in one convenient location. They can easily delve into the specifics of each investment as needed. Keep your investors informed whether they're on the move or relaxing at home. Our platform is meticulously crafted for real estate investment companies, ensuring it caters to the unique requirements of your firm. Take charge and streamline your internal workflows to boost productivity and minimize mistakes. Consolidate your contacts, entities, ownership details, distributions, and tax information into one accessible hub for your entire team. With our robust marketing automation capabilities, Sensr Portal integrates seamlessly with your current marketing assets and website, enhancing the funding process. Generate instant landing pages and gather valuable insights into prospect interest and engagement, allowing you to fine-tune your outreach strategies effectively. By utilizing these tools, your firm can significantly enhance its operational efficiency while providing an exceptional experience for investors.

Description

Most finance teams run two systems: one for lease accounting, one for treasury, reconciled by hand. ZenTreasury runs both as one governed subledger, because the ERP that posts the journal entry does not know the contract behind it. ZenTreasury does. Add a lease and the platform generates the full schedule automatically: right of use asset, lease liability, depreciation, interest, and balance carry forward, all following the standard from the moment the lease is saved. Index-linked remeasurement is handled automatically, with index rates, base values, and next indexation dates tracked per contract. Every later change, such as a scope change, term extension, rate revision, or partial termination, recalculates the schedule and logs it with a timestamp and user, so auditors get the before and after picture without asking. On the treasury side: centralised FX position management across forwards, swaps, and cross currency instruments with mark-to-market valuations; internal and external loan tracking with valuation against yield curves and automated interest accrual; trade finance and guarantee monitoring with fee and exposure tracking; and group wide cash flow forecasting with scenario modelling, all multi entity and multi currency. Direct bank connectivity included. One platform, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client directly to your contract data.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Agile CRM Yes 
Asana Yes 
Copper Yes 
Docusign Yes 
Google Forms Yes 
Google Sheets Yes 
Google Tasks Yes 
Highrise Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jotform Yes 
Kommo Yes 
LionDesk Yes 
Microsoft Excel Yes 
Pipedrive Yes 
Podio Yes 
Salesforce Yes 
Streak Yes 
Zoho CRM Yes 

Integrations

ActiveCampaign No 
Agile CRM No 
Asana No 
Copper No 
Docusign No 
Google Forms No 
Google Sheets No 
Google Tasks No 
Highrise No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jotform No 
Kommo No 
LionDesk No 
Microsoft Excel No 
Pipedrive No 
Podio No 
Salesforce No 
Streak No 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

ZenTreasury is priced to the scope you run, with accounting included in the base license. Pricing is based on the contracts, reporting entities, users, bank accounts and modules in scope, not per seat. Modules include IFRS 16 lease accounting, FX, loans and money market, trade finance and guarantees, cash management, and cash flow forecasting. Implementation, dedicated support and custom integrations are scoped to your portfolio and quoted separately. All plans are cloud-hosted with two-factor authentication and Azure/Entra ID SSO. Request a proposal for a written quote.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Sensr Portal

Founded

2015

Country

Canada

Website

www.sensrsolutions.com

Vendor Details

Company Name

ZenTreasury

Founded

2016

Country

Finland

Website

www.zentreasury.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Product Features

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling Yes 
For Money Exchanges No 
Margin Management No 
Market Data Access Yes 
Position Management Yes 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Lease Accounting

ZenTreasury serves as the specialized lease accounting subledger tailored for the Office of the CFO. Input a lease just once, and it automatically generates a comprehensive schedule that includes the right of use asset, lease liability, depreciation, interest, and balance carry forward, all in compliance with standards from the outset. The system effortlessly manages index-linked remeasurement. Any adjustments—such as changes in scope, term extensions, rate modifications, or partial terminations—trigger a recalculation of the schedule along with a detailed log that captures the change along with the user and timestamp. This allows auditors to see both the original and updated versions without needing to request additional information. Designed to accommodate multi-entity and multi-currency portfolios, each customer is provided with their own distinct and secure database. The platform also incorporates Single Sign-On (SSO), Multi-Factor Authentication (MFA), and role-based access controls. Lease calculations undergo independent review by a globally recognized auditing firm, and journal exports are compatible with any ERP system.

Amortization Schedule Yes 
Asset Management Yes 
Billing & Invoicing No 
Budgeting & Forecasting Yes 
Capitalization Reporting Yes 
Critical Date Alerts Yes 
Expense Tracking Yes 
For Equipment Leases Yes 
For Real Estate Yes 
Payment Tracking Yes 
Portfolio Management Yes 
Tax Management No 

Treasury

ZenTreasury serves as the specialized accounting subledger for treasury operations, designed specifically for the Chief Financial Officer's office. It transforms foreign exchange transactions, loans, and guarantees into compliant journals, valuations, and disclosures, which are subsequently passed to the General Ledger/Enterprise Resource Planning system. The platform supports FX forwards, swaps, and spot transactions with real-time rates and mark-to-market capabilities. It also manages loans and money market transactions through discounted cash flow valuation aligned with yield curves and automates interest accrual processes. Additionally, it handles guarantees and trade finance by tracking fee accruals and monitoring exposure. Group-wide cash flow forecasting is available across various subsidiaries and currencies. Each client is provided with a unique, secure database environment. Features include multi-entity and multi-currency support, single sign-on (SSO), multi-factor authentication (MFA), role-based access controls, and direct connectivity to banking systems. An audit trail is maintained for every field across all transactions and valuations. Users can integrate with AI models like Claude or ChatGPT through a read-only MCP server, and journals can be exported to any ERP system seamlessly.

Cash Management Yes 
Debt Management Yes 
For Government Yes 
For Hedge Funds Yes 
Forecasting Yes 
Liquidity Management Yes 
Payment Management No 
Risk Management Yes 

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