Use case · AI solutions

Give your AI agents verified cash — not guesses

Agents that plan purchases, payments or spend need to know what cash is actually available. Cash Optimizer gives them verified cash context through MCP and REST API, while people approve every payment.

The problem

Generic agents work without financial context. They can propose commitments the company cannot cover, because nothing tells them the real cash position or limits.

How Cash Optimizer helps

  • Agents check available cash and limits through MCP before committing money
  • Cash context through the REST API
  • Partners can embed cash context in their products via API
  • Human approval on every payment, an AI kill switch and a full audit trail

What changes

Your agents reason from the same verified position your finance team sees. Proposals arrive with cash context, and nothing leaves the bank without a person approving it.

Who it is for

  • AI builders and operations teams creating finance-aware agents
  • Companies rolling out AI assistants in finance
  • Products that need reliable cash context for their users

Questions about AI agents

Related pages

Connect your agents to real cash data

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