Case Study: Sana scales healthcare payment operations with Modern Treasury

Sana scales payment operations in healthcare using Modern Treasury

Sana, a U.S.-based healthcare company helping small and medium businesses self-insure, needed a better way to manage the complex flow of premiums, provider reimbursements, and reconciliation across multiple bank accounts. As payment volumes grew, the team wanted to avoid building and maintaining a homegrown system while keeping operations accurate and compliant.

Modern Treasury provided the Payments, Automatic Reconciliation, and Continuous Accounting tools Sana used to integrate payment flows directly into its platform, automate ACH funding and tracking, and keep finance teams in real-time control. The result was 100% of insurance payments managed through Modern Treasury, one-off transactions reconciled within minutes, $40M in annual payments processed, 12 bank accounts managed, and about $150K in annual savings from avoiding a custom payment operations solution.

Sana

Paul Dreyer

Head of Business Operations