Tech-Financial. Let’s talk

FINANCE, IN FOCUS

Less friction.
More flow.

Your banks, ledgers, and payment rails.
One clear view.

Treasury, payments, and reconciliation software built for mid-market finance teams.

Explore the platform Talk to our team
Connected cash.Controlled payments.
THE BIG PICTURE. MINUS THE BUSYWORK.
Demo workspace

Cash overview

Total cash balance USD
$2,847,520.0012.8%
Sep 01Sep 08Sep 15Sep 22Sep 30
Money in$486,250Selected sample period
Money out$312,840Selected sample period

Recent activity

Sample transactions
Invoice paymentAccounts receivable
+$24,850.00Matched
Vendor payoutACH transfer
−$8,420.00Approved
Everything, in its place.From bank activity to the books.
✳

Illustrative workspace · Sample data, not a live account.

YOUR FINANCIAL STACK.
FINALLY IN SYNC.

Banks+Ledgers+Payment rails→One operations layer

01 / THE PLATFORM

Everything connected.
Nothing in your way.

Replace the patchwork of portals, exports, and manual approvals with software that reconciles, routes, and reports.

01

Cash & treasury

Know where you stand.

Real-time positions across every account and entity, with forecasting that updates as transactions clear.

Cash position Illustrative
A clearer pictureacross accounts & entities
Explore treasury
02

Payment operations

Move money with control.

Approval workflows, dual control, and audit trails on top of ACH, wire, and card rails.

Payment workflowIllustrative
Payment requestedReady for review
Dual controlA second set of eyes
Approved to moveAudit trail attached
ACHWireCard
Explore payments
03

Reconciliation

Close the loop.

Automated matching between bank activity and your ledger, with exceptions flagged for review.

Everything accounted forIllustrative
Bank activityLedger
$12,450.00$12,450.00
$8,320.00$8,320.00
$2,780.00!Review
Matches made. Exceptions surfaced.
Explore reconciliation

02 / BETTER, TOGETHER

One layer.
A lot less
back-and-forth.

Finance shouldn’t happen in the gaps between your systems. Connect the work, from the first transaction to the final report.

See how it connects
Your banks
Your ledgers
Payment rails
Tech-FinancialONE OPERATIONS LAYER
ReconcileApproveReport
CONNECTED TO THE WAY YOU WORK

03 / BUILT AROUND YOUR DAY

For the people
behind the numbers.

Treasury managers. Controllers. AP leads.
Different responsibilities. One connected view.

CASH & TREASURY

Start with a clear
cash position.

See your cash across accounts and entities, with forecasts that update as transactions clear. Spend less time assembling the picture.

Explore cash & treasury
Cash position Illustrative
A clearer pictureacross accounts & entities
RECONCILIATION

Bring the books
back into balance.

Match bank activity to your ledger automatically. Put exceptions in focus, rather than making every transaction a manual task.

Explore reconciliation
Everything accounted forIllustrative
Bank activityLedger
$12,450.00$12,450.00
$8,320.00$8,320.00
$2,780.00!Review
Matches made. Exceptions surfaced.
PAYMENT OPERATIONS

Move payments.
Keep control.

Bring approvals, dual control, and audit trails into your payment operations across ACH, wire, and card rails.

Explore payment operations
Payment workflowIllustrative
Payment requestedReady for review
Dual controlA second set of eyes
Approved to moveAudit trail attached
ACHWireCard

A LITTLE MORE CLARITY

Good questions.
Straight answers.

Something else on your mind?

Reach the right team
What does Tech-Financial do?

Tech-Financial builds treasury, reconciliation, and payment-operations software for mid-market finance teams. It connects ledgers, banks, and payment rails into one operations layer.

Who is the platform built for?

Controllers, treasury managers, and accounts payable leads at growing companies. The focus is on reducing the manual work in reconciliation, approvals, reporting, and the month-end close.

Which payment rails are covered?

The payment-operations offering covers approval workflows, dual control, and audit trails on top of ACH, wire, and card rails. Contact sales to discuss your specific requirements.

How does reconciliation work?

The platform matches bank activity to your ledger automatically and flags exceptions for review, so your team can focus on the items that need attention.

Can we discuss our existing financial stack?

Yes. Send questions about integrations and channel partnerships to partnerships@tech-financial.com. For demos, pricing, and new accounts, contact sales@tech-financial.com.

Where do security and compliance questions go?

For data handling and disclosures, contact security@tech-financial.com. Regulatory and audit requests should go to compliance@tech-financial.com.

YOUR NEXT MOVE

Make room for
the bigger picture.

Less time stitching things together. More time moving forward.

Let’s talk