Bearxyz analytics dashboard displayed on a workstation screen

Features

Built for treasury teams who need to trust the number

Every feature in Bearxyz exists to replace guesswork with evidence — from data ingestion to the final recommendation your team acts on.

Designed around how treasury and finance teams actually make decisions — not generic dashboards.

What's inside

A complete toolkit for data-led treasury decisions

Bearxyz brings structured analysis, clear reasoning, and consistent output to the decisions that affect liquidity, risk, and cash positioning.

Data ingestion

Unified data intake

Connect bank feeds, ERP exports, and spreadsheet data into a single structured view, so analysis always starts from a consistent, reconciled base rather than scattered files.

Pattern detection

Automated signal flagging

Bearxyz surfaces shifts in cash flow, concentration risk, and timing mismatches as they emerge, so issues are visible before they become costly.

Scenario modelling

Side-by-side scenario comparison

Model alternative treasury positions against each other with shared assumptions, making trade-offs explicit instead of buried in separate spreadsheets.

Reasoning trail

Transparent decision logic

Every output is accompanied by the inputs and logic behind it, so recommendations can be checked, questioned, and defended — not just accepted on faith.

Reporting

Structured, shareable outputs

Turn analysis into clear summaries suitable for committee review or audit trails, with consistent formatting across teams and reporting periods.

Access control

Role-based visibility

Control who can view, edit, or approve each analysis, keeping sensitive treasury data visible only to the people who need it.

Bearxyz team reviewing treasury data analysis on screen

Why it matters

Precision, not just automation

Automation alone doesn't make a decision better — it just makes a bad process faster. Bearxyz is built around the idea that treasury decisions should be traceable, repeatable, and grounded in the actual data, not habit or instinct.

That means every feature is designed to reduce the distance between raw financial data and a decision your team can stand behind — whether that's a liquidity call, a counterparty review, or a cash allocation choice.

The result is a process your team can explain to a committee, an auditor, or a new hire — not just a dashboard someone has to interpret.

How it fits together

From raw data to a defensible decision

1

Consolidate

Bring bank, ERP, and manual data sources into one structured, reconciled dataset.

2

Analyse

Apply consistent models to detect risk, flag anomalies, and compare scenarios.

3

Decide

Review the reasoning behind each output and share a structured summary with stakeholders.

Fewer assumptions. Better decisions.

See how Bearxyz's feature set maps to your current treasury workflow and where it removes manual guesswork.

Common questions

Feature FAQs

Can Bearxyz work with our existing data sources?

Bearxyz is designed to consolidate data from common bank feeds, ERP exports, and spreadsheet formats into one structured dataset, reducing manual reconciliation work.

How is the reasoning behind each output made visible?

Each analysis is accompanied by the underlying inputs and the logic applied, so your team can review how a recommendation was reached rather than treating it as a black box.

Can different team members have different access levels?

Yes. Role-based access controls let you determine who can view, edit, or approve specific analyses and reports within Bearxyz.

Is scenario modelling limited to a fixed set of templates?

Scenario modelling is built to let you compare alternative treasury positions using shared assumptions, giving flexibility to structure comparisons around your own criteria.

Ready to see these features in context?

Get in touch and we'll walk through how Bearxyz applies to your treasury process specifically.

Contact Bearxyz