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Real-Time Liquidity Insights:
Interactive dashboards and predictive analytics show you exactly where your cash is, and where it’s going. Cash Flow Modeling Under Multiple Scenarios: Instantly simulate best-case, worst-case, and status quo liquidity positions, and plan accordingly. Automated Multi-Entity Reconciliation: Centralize your treasury across subsidiaries and currencies without losing visibility or control. Dynamic FX and Risk Monitoring: Identify and mitigate exposure in real-time using intelligent alerts and adaptive hedging logic. Secure Integration with ERP & Banking Systems: Seamlessly connect SageFusion to your existing infrastructure for a single source of truth. |
Meet The Team
SPOC, SMC, SAMC CFO Treasury Management Consultant Michael Kelly is the founder of Investment Science and SageFusion and the author of The Wealth Almanac, a #1 Amazon Best Seller in Wealth Management, Economic History and Investing Portfolio Management (Kindle, October 2025). He has more than a decade in banking and financial technology, with roles at Citigroup, Barclays, UBS, and Mizuho Securities, and is an adjunct professor at Hofstra University. His treasury advisory work covers liquidity operations, working capital, and data-driven risk management, including treasury analytics and cash flow models that help CFOs make faster decisions, even in volatile financial environments. |
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Our Services Include: |
Treasury Services for CFOs
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