Simplify your business financial planning with our AI Agents
Documentation and Governance: capture your liquidity requirements and preferences in the system with ongoing monitoring of your portfolio versus approvals
Forecasting: our machine-learning based cash forecasting AI Agents identify opportunities to increase cash flow by shortening payment cycles by rewarding early payments or extending payment times by offering discounts
Analysis: monitor changes in idle cash and market conditions including measuring the likelihood and impact of scenarios, and the development of risk mitigation strategies
Yield enhancement: earn up to an additional $5,000 to $25,000 on every $1MM of idle cash using sophisticated and previously inaccessible investment strategies customized for your company
Immediately increase returns on idle
cash without changing banks or business software
Enhance your existing banking relationships and software
Bank
Open investment accounts at your current financial institution
Business Software
Create a software layer over existing accounting and business applications
Reduce your risk by leverageing existing relationships and infrastructure, all accounts are held at your bank under your name
Transform Idle Cash Into Recurring Revenue
Improve revenue and profit metrics
Offset banking fees and other charges
Get immediate payback on your investment
Increase productivity and give time back to your finance team
Optimize cash flows and idle cash revenues
Create a customized portfolio using our secure platform powered by RAG Agentic AI Agents to screen investments.
InvestMint's End-to-End Solution
Balance Liquidity and Returns
Cash Forecasting
See your financial status using AI to simplify cash forecasting and identify optimization opportunities. Mobile first, seamless, bank-agnostic.
Quantify Cash Characteristics
Cash Analysis
Quantify cash with statistical measures through our proprietary analytical models that leverage your cash cycle and bank and transaction-level data
Single View of Cash and Investments
Analytics Dashboard
Aggregate cash and investment data into a single view, model future scenarios and receive alerts based on custom risk and investment criteria
InvestMint can create a complete view of your cash and investments
InvestMint™ is a financial technology company and not a financial advisor.
We do not provide investment advice or services; we provide self-help services at your specific direction.
Investing involves risk, including loss of principal. The contents of this website are provided for information purposes only and do not constitute an offer
to sell or a solicitation to buy securities. Past performance is no guarantee of future returns.