Panax Tech

Panax is an AI native treasury and cash management platform. It connects to a company's banks, ERP and other financial systems to build one live, validated view of cash across entities, then deploys AI agents on that data to handle categorization, reconciliation, forecasting, reporting and payments. The company describes these as Core Agents that understand the logic behind each task rather than simply automating it, and the Panax Builder lets finance teams deploy their own agents and workflows on the same data without code or IT support. It is built for CFOs, finance teams and treasury teams, with dedicated positioning for fintech, manufacturing, ecommerce, real estate and hospitality, private equity portfolios and healthcare organizations. Platform modules cover cash positioning, cash categorization, cash reporting, cash forecasting, alerts and insights, bank and ERP connectivity, cash application for accounts receivable, payments and cash accounting with automated journal entries. Panax states that transactions, entities, categories and ERP data are stored with explicit relationships so that every report and insight stays grounded in accurate data. Pricing is quote based. Three plans are published without amounts: Panax Start covers real time cash position, investment accounts and credit lines, cash controls and alerts, banking integration and cross border payments; Panax Grow adds automated transaction categorization, cash flow reports, ERP integration and AI insights and recommendations; Panax Pro adds AI powered cash forecasting, a cash budgeting tool, cash application and reconciliation, and order to cash optimization. Each plan is obtained through a Get a Quote request or a demo. Panax has announced a collaboration with RSM to deliver AI powered treasury managed services.