+1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 [email protected]
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SageFusion | Intelligent Investment Management
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​Are we a good fit for you?

AI-Powered Treasury Management Solutions for CFOs

Built for Speed, Precision, and Control.
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Leverage institutional-grade tools to manage liquidity, forecast cash positions, and reduce exposure — all in one intelligent treasury platform.

Phone: 917-512-9523
Address: 99 Wall Street Suit 1672, New York, NY 10005
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Email:  [email protected]
Schedule a free consultation
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CFOs Need More Than Spreadsheets

Looking for a Smarter Way to Manage Liquidity, Risk, and Capital?

Today’s CFOs are expected to do more than report numbers — they’re strategic leaders navigating uncertainty, optimizing capital, and driving enterprise agility. SageFusion’s AI-driven treasury solution equips CFOs with the clarity, control, and automation needed to elevate financial performance across global operations.

Built for the Modern CFO

Are you looking for a smarter way to manage your company’s liquidity and capital strategy?

At SageFusion, we engineer AI-powered treasury solutions that align directly with your enterprise’s financial objectives. Whether you need to enhance liquidity visibility, unlock working capital, or deploy intelligent risk mitigation strategies, our platform equips CFOs with the precision, control, and real-time insights required to lead with confidence in complex financial environments.


​Why Choose Us?


​Why Choose Us?

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:                                                                                               
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Seamlessly connect SageFusion to your existing infrastructure for a single source of truth.

Meet The Team

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Michael Kelly
SPOC, SMC, SAMC
CFO Treasury Management Consultant
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With over a decade of experience in banking, capital markets, and treasury advisory, Michael has worked alongside Fortune 500 companies to streamline liquidity operations, optimize working capital, and implement data-driven risk management strategies. He has developed real-time treasury analytics platforms and cash flow optimization models that empower CFOs to make faster, smarter decisions—even in volatile and uncertain financial environments.
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Featured On

As seen on the following media outlets.

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Our Services Include:

Treasury Services for CFOs
  • Predictive Cash Flow Modeling
    Gain real-time, scenario-based visibility into future liquidity across entities and currencies.
  • Working Capital Efficiency Strategies
    Unlock trapped capital, optimize receivables/payables, and improve operating cash cycles.
  • Multi-Bank Integration & Reconciliation
    Centralize banking relationships with automated reconciliations and consolidated reporting.
  • Risk & FX Exposure Intelligence
    Monitor, quantify, and mitigate currency and market risks with AI-powered analytics.
  • Short-Term Liquidity Deployment
    Strategically allocate idle funds into low-risk, yield-generating instruments.
  • Audit-Ready Compliance & Regulatory Reporting
    Automate internal controls and maintain readiness for audits, board reviews, and filings.

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Command Liquidity with Precision

Command Liquidity with Precision

  • ​Contact us today to schedule a consultation.
Schedule A Meeting
  • ​Contact us today to schedule a consultation.
Schedule A Meeting

​
  • Results
  • Apply for Access
  • Who We Serve
  • Insights
  • What We Offer
  • About
    • Financial Advisor in New York
    • The Wealth Almanac
    • Podcast
  • Contact Us
+1 (917) 512-9523 Suite 1672, New York, NY 10005 [email protected]