Case Study: Cleo achieves real-time treasury visibility with Round Treasury

Cleo saves 10+ hours a month with Round Treasury

Cleo, a fintech company, needed a reliable way to track its liquidity across multiple banks and systems as it scaled. The challenge involved cash data being spread across HSBC, SVB, JP Morgan, and Xero, requiring manual stitching of balances and creating no single source of truth. This lack of visibility led to significant time spent on manual reporting.

By implementing Round Treasury, Cleo consolidated all its treasury data into a single dashboard, providing real-time visibility across its GBP and USD accounts. This solution from Round automated reporting, eliminated manual processes, and improved the accuracy of cash data. As a result, Cleo saved over 10 hours per month and gained increased confidence in its real-time liquidity position.

Cleo