Modern Treasury
Payment operations platform for bank payments, reconciliation and ledgers.
- Category
- Payments & Banking
- Type
- Payment operations
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
02Data
What you can sync.
- Payment orders
- Transactions
- Expected payments
- Ledgers
- Counterparties
Bring Modern Treasury payment orders into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other Modern Treasury data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
Modern Treasury uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Modern Treasury if you need help.
04How it works
How it works in DataMind.
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Pick Modern Treasury.
Open Lake, pick Modern Treasury in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Modern Treasury API docs.
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Answer a few questions.
The AI reads the Modern Treasury documentation, then asks which credentials you will use, which data to sync (for example payment orders and transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Modern Treasury data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
