Your virtual financial analyst, available 24/7.

Upside AI gives you real-time answers to treasury, cash management, and benchmarking questions, without building models or waiting for analyst availability.

Get critical insights in seconds, not hours or days.

Upside AI knows every detail of your treasury portfolio, historical changes, investment policy guidelines, business context, as well as real-time broader market data.

Produce performance summaries, benchmarking analyses, or custom reports on demand. No templates to maintain, no formulas to update.

Set up automated weekly or monthly reports with the exact metrics you care about, delivered to your inbox.

Do more than you think is possible.

What-if analysis at your fingertips

Quickly test how changes in spend timing, expense growth, or investment returns affect your cash position.

Contextual understanding and proactive insights

Connect Upside to your accounting and external spending accounts for full business context, and Upside AI works to monitor projected operating cash needs, alerting to unusual patterns or opportunities you might miss.

Your data and analyses are secure