Case Study: Flex achieves 5x ROI and puts $50M in idle cash to work with Atlar

Flex achieves 5x ROI and sweeps $50M in idle cash with Atlar

Flex, a fast-growing AI-native private bank for business owners, faced a significant challenge with its treasury operations. The company had cash spread across nine different banking partners, which required the finance team to spend two hours each morning manually logging into various portals to compile a cash position report. This process was inefficient, provided no real-time visibility, and could not scale with the company's ambitious growth plans. They turned to Atlar's cash management platform for a solution.

Atlar implemented its platform, which provided real-time bank connectivity and a unified view of all accounts, in under six weeks. The solution included AI agents that now automatically deliver a daily cash position and forecast by 8am each morning. This freed over 1,000 hours annually for the finance team and enabled Flex to sweep over $50 million in idle cash into interest-bearing accounts nightly. As a result, Atlar delivered a 5x return on investment in the first year.

Flex