Tech-Financial. Let’s talk

THE PLATFORM

One platform.
Every moving part.

Connect your ledgers, banks, and payment rails into one operations layer. Reconciliation, approvals, and reporting, out of the spreadsheet.

Talk to sales

01 / CASH & TREASURY

Clarity before your next move.

Your cash position should not depend on the last spreadsheet someone updated. Bring accounts and entities into one view, with forecasting that moves with your transactions.

  • Real-time cash positions
  • A view across accounts and entities
  • Forecasting as transactions clear
Let’s talk cash & treasury
Cash position Illustrative
A clearer pictureacross accounts & entities

Illustrative workflow. Not a live product screen.

02 / PAYMENT OPERATIONS

The right checks. At the right time.

Payment operations need a clear path from request to approval. Put workflows, dual control, and an audit trail around the rails your team uses.

  • Approval workflows
  • Dual control
  • Audit trails across ACH, wire, and card
Let’s talk payment operations
Payment workflowIllustrative
Payment requestedReady for review
Dual controlA second set of eyes
Approved to moveAudit trail attached
ACHWireCard

Illustrative workflow. Not a live product screen.

03 / RECONCILIATION

Let matches flow. Bring exceptions forward.

Reconciliation should separate the routine from the items that need a closer look. Match bank activity to your ledger and bring exceptions to your team’s attention.

  • Automated bank-to-ledger matching
  • Exceptions flagged for review
  • Less manual work in the close
Let’s talk 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.

Illustrative workflow. Not a live product screen.

YOUR FINANCIAL STACK, CONNECTED

The whole picture.
Not another silo.

Bring your systems into the conversation. Our partnerships desk handles questions about integrations and channel partnerships.

Discuss your stack
Your banks
Your ledgers
Payment rails
Tech-FinancialONE OPERATIONS LAYER
ReconcileApproveReport
CONNECTED TO THE WAY YOU WORK

THE DETAILS

A clearer
understanding.

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