Treasury management built to public company standards.

Upside delivers the institutional-grade treasury operations your board expects, with the modern efficiency your finance team needs.

Scale your treasury without scaling your team.

Automate your auditor check-ins.

Set IPS rules once and let Upside enforce them. We stay on top of bond accretion or amortization reporting for auditors so you don't have to.

Integrate with your existing systems.

Connect and export into your existing accounting software or Excel. Upside fits into your workflow, not the other way around.

Maximize returns while maintaining absolute security.

Your cash sits with a Tier 1 Canadian bank in accounts bearing your company's name and CIPF protection.

We optimize yield within your risk parameters.

No co-mingling arrangements that complicate your balance sheet.

Meet regulatory and fiduciary requirements effortlessly.

Comprehensive audit trail and controls

Full visibility into all transactions, approvals, and policy changes. Every action is logged and traceable, ready for auditors and board reporting.

Transparent investment policy

Investment frameworks with automated compliance monitoring. We keep your treasury within guardrails without manual oversight.

Quarterly reporting made simple

Generate board-ready performance reports in minutes. Compare returns against benchmarks, track policy adherence, and export data for your board and auditors.