Panax automates cash management through API-first connectivity and agentic AI. The platform unifies data from banks, ERPs, and payment systems to provide real-time cash visibility, automated transaction categorization, and intelligent forecasting. Rather than adding automation to legacy workflows, Panax is built AI-native embedding intelligence at the core to shift finance operations from manual, reactive processes to proactive, insight-driven decision-making. Specialized agents handle connectivity, reporting, forecasting, liquidity, accounts receivable/payable, reconciliation, hedging, and risk monitoring, while an AI Assistant layer works in both proactive and interactive modes to surface anomalies, recommend actions, and answer questions directly from live financial data.
| Plan | Primary Focus | Starting Price |
|---|---|---|
| Panax Start | Real-time cash positioning, alerts, banking integrations | From $25,000/year |
| Panax Grow | Adds automated categorization, reports, ERP integration | Quote required |
| Panax All-In | Full AI forecasting, cash budgeting, applications | Quote required |
One view of all cash balances
Real‑time cash position, fewer logins
Connects fast with banks and ERPs
AI reports surface odd cash movements
Alerts reduce idle cash, boost interest
Finance teams save weekly manual hours
Non‑technical users still navigate easily
Onboarding all banks feels bureaucratic
Forecasting module needed several early tweaks
Customization limited for advanced power users
