Case Study: Upvest achieves real-time treasury visibility and 80% faster finance operations with Atlar

Upvest cuts reconciliation and AP/AR booking time by 80% with Atlar

Upvest, a fintech company that makes investing accessible, faced significant challenges with fragmented visibility across its multiple entities and bank accounts. Their finance team was burdened by manual treasury work, inconsistent data formats, and time-consuming processes for tasks like preparing a consolidated cash balance. To support their growth and a migration to NetSuite, they sought a solution and implemented Atlar's cash management platform.

By implementing Atlar, Upvest gained a centralized treasury management system with a seamless NetSuite integration that was completed in under 90 days. The results were immediate: the platform provided near real-time visibility across all accounts and automated bank statement processing, which reduced manual reconciliation and AP/AR booking times by 80%. This freed the finance team from manual workloads, allowing them to become a stronger strategic partner to the business and focus on supporting Upvest's continued growth.

Upvest