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Treasury management is about keeping a customer’s cash working. Your agent watches balances across the customer’s accounts and moves idle cash between them: into a Natural wallet to stage it, out to the destination your policy picks, and back when the customer needs liquidity. Your agent can:
  • Use your Plaid connections to the customer’s operating and yield-bearing accounts
  • Sweep idle cash from the operating account into the customer’s Natural wallet to stage it
  • Move staged cash to the destination your policy selects, or back on demand
  • Operate entirely within the per-transaction and periodic limits the customer delegated
Where this shows up:
  • Wealth and cash management — Sweeps a client’s idle balances into higher-yield accounts and back as they spend.
  • Corporate treasury — Concentrates cash from operating accounts and positions it against upcoming obligations.
  • Marketplace and platform float — Stages collected balances and moves them on a schedule you control.
You own the strategy (which yields to chase, target balances, sweep timing, and suitability), and Natural carries out the movement so cash keeps working without ever leaving the customer’s ownership.