Breaking the Excel Chains: The Magic of API-Based Treasury Tech

Episode notes

If you’ve ever stared down an Excel sheet filled with thousands of transactions and felt overwhelmed, you’re not alone. Spreadsheets have long been the center of the finance team’s world, a struggle many treasury professionals are all too familiar with. In this episode, JD chats with McKenzie Knudson, Senior Treasury Analyst at Sealaska, about her team’s transition from spreadsheets to the almost magical experience of API-based treasury tech, and how it helped to centralize data, streamline reporting, and foster collaboration. What are the limitations of spreadsheets for treasury functions? The ease of transitioning to and implementing APIs. How tagging streamlines queries and makes reporting more efficient. The potential of AI to further evolve treasury operations. This episode is

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