Simplify Treasury · Institutional
Northwind builds AI-powered tools that help finance teams see cash, approve payments, and move money, without writing a bank portal ticket.
Trusted by leading teams
How it works
Real-time activity, the rails your team uses, and AI that drafts the next step — Northwind is more than a ledger.
Live
A live activity feed of every approval, wire, and board pin — see what just cleared at a glance.
Integrations
Plaid, QuickBooks, Slack — toggle the rails your team already lives in and Northwind fits.
draft a follow-up on the Acme wire
Following up on Friday’s outbound. Please confirm beneficiary details before the 4:00 PM ET cutoff.
Suggested: attach approval packAsk Northwind to write vendor notes, cut-off reminders, and follow-ups grounded in the ledger.
Platform
Connect the accounts, ask in plain English, and ship boards your finance team will actually open.
Data automations
Chain triggers, conditions, and Slack — watch each branch update as cash moves through the pipeline.
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In progress
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Suggested views
Connect anywhere
Plaid, warehouse, CSV — Northwind reads the schema and starts briefing. Nothing writes back to the bank.
Research chat
summarize weekend wires on Acme Corp
Here’s the quick rundown:
Acme settled two inbound ACH lots totaling $640K. One outbound wire is still sitting on dual-control because beneficiary name drifted.
Activity timeline
Why Northwind
Plain English over tickets, beautiful boards over CSV exports, and AI that explains the cash — not just lists it.
Pricing
Start with operating cash, then add payments, policy, and multi-entity treasury as the team grows.
$0to start
$49/ seat
Customannual
Loved by teams that ship fast
Every team used to have three tickets sitting with treasury. Plain-English cash means operators can pull their own numbers, and the policy it generates is clean enough to trust.
We tried the big-bank portal. We tried a homegrown sheet. Northwind just connects the accounts and our board can ask ‘what’s runway by entity’ in Slack.
I keep checking if the desk is real because the boards just keep updating. Zero engineer hours on the latest close pack.
Most bank exports produce charts you’d never put in a deck. Northwind’s defaults drop straight into the board room.
CSMs ask Northwind in Slack — ‘cash for accounts over $50K’ — and get the answer with the ledger lines attached. Tickets dropped 70%.
We dropped the portal, the sheet, and a chatbot we never finished. Onboarding took an hour. Nobody asked for the old stack back.
Plugged Plaid and QuickBooks, granted read-only, and we had the first board the same afternoon.
PMs ask in English, controllers review policy, engineers wire the dash into our app. Same desk, three workflows.
Experiments used to wait two days for a lift query. Now I ask Northwind, get the chart, and decide before standup.
Execs read the visualization and the one-sentence cash takeaway together. Board prep is a half-day, not a week.
Was paying for a BI stack that did half of this. Cancelled it, switched, and hired a part-time controller who actually models.
Charts used to bounce back with ‘what does this mean?’ Northwind drafts the takeaway. Slack threads about cash went quiet.
FAQs
Can't find it? This is a case study — Studio Halden has the rest.
Northwind is a fictional treasury workspace: accounts, approvals, and cash briefing in one place. It is a Studio Halden case study — not a bank.
The mock is U.S. dollar only: operating, treasury, and reserve ledgers, plus ACH, domestic wire, and card spend views.
In a live product the policy would be named. This demo stores nothing. Treat every number as stage dressing.
Walk the workspace below, then open Pricing. Live onboarding is intentionally disabled.
Connect the accounts, ask in plain English, and ship the board before the meeting ends.