Treasury$12,000,000$12,000,000
HSBC
Transaction Account (USD)
Ramp
Business Account (USD)
BlackRock
Money Market Fund (USD)
Citi
Transaction Account (GBP)
€7,130,7117,130,711
EUR
$8,265,0008,265,000
USD
The treasury layer for growth companies
One place to see and act on your cash. Trusted by leading growth companies. Built for the ones going global.
Built alongside leading financial institutions
The treasury layer for growth companies
One place to see and act on your cash. Trusted by leading growth companies. Built for the ones going global.
Treasury$12,000,000$12,000,000
HSBC
Transaction Account (USD)
Ramp
Business Account (USD)
BlackRock
Money Market Fund (USD)
Citi
Transaction Account (GBP)
€7,130,7117,130,711
EUR
$8,265,0008,265,000
USD
Built alongside leading financial institutions
Trusted by exceptional finance teams.
For the companies competing on a global scale, Primary helps save time and grow money.
AI
Global
Healthcare
Global
E-Commerce
Global
Health
Growth
E-Commerce
Growth
Software
Global
Legal
Global
Enterprise
Infrastructure
Hardware
Enterprise
Consumer Goods
Growth
Understand your finances by just asking.
“Generate a cash and liquidity summary for our board pack. Entity by entity, in USD.”
Before
After with
Connect to
JP Morgan
Commonwealth Bank
Citibank
Ramp
Mercury
All banks
JP MorganCommonwealth BankCitibankRampMercuryAll banksConnecting to banks…
Setting up knowledge graph…
Setting up MCP…
Connected
Primary, generate a cash and liquidity summary for our board pack. Entity by entity, in USD.
Use your AI to act, analyze and execute.
- Can we cover three invoices due in 10 days without moving money between accounts?
- We're raising a Series B in USD and deploying into AUD. How should we structure our currency holdings to avoid FX risk?
- Can we cover payroll across all entities next Thursday? Show me liquidity requirements across all entities
Ask anything about your cash.
Ask about your cash position, liquidity, gaps or FX exposure and get an answer in seconds. No more logging into portals or exporting CSVs.
- Bank reconciliation.xlsx
- FX exposure summary.pdf
- Cash position by entity.csv
Analysis backed by live data and your full financial picture.
Draw from all your banks, ERPs and obligations to make strategic decisions. Your numbers will never be out of date.
- Set a rule
- Keep our Chase operating account at $500,000 Anything above that, move to BlackRock yield position overnight
Draft transactions and make rules in natural language.
Safely move your cash with guard rails, and only execute when permission is given.
Your treasury team in a box.
Execute fast global payments at interbank rates, earn yield on cash across currencies, control all of your accounts, and automate sweeping. The treasury engine room to run your business, unified and automated.
Eliminate time that your cash sits idle.
Automated sweeping to maximize every idle dollar. Your excess cash finds better returns automatically, then hits your operating accounts when you need it.
Rules
- Forall available funds
- Keep$500,000maximumin operation
Interbank FX pricing paired with institutional tooling.
Currency volatility doesn't have to hurt. Understand how much foreign exchange is costing you, quantify your risk in dollars, and transfer cash into different currencies with fast payments.
Overviews
AUD852,316.11
USD914,645.35
GBP2,251.35
SG9,241.78
JP1,985.23
Your CEO will ask how you got that rate.
While others settle for near 0% bank rates, Primary gives you exclusive access to institutional yield products that traditional banks reserve for their largest clients.
Balance$12,612,369
With Primary
Average Yield4.6%
You earn$4,600p.a
- State Street
5.6% yield - Morgan Stanley
4.1% yield - Goldman Sachs
5.7% yield - BlackRock - MMF
3.8% yield - BlackRock - Fixed Income5.7% yield
Every account. Every currency. One view.
Stop juggling 10 bank logins and outdated spreadsheets - integrate every account into one place. Set balance rules so you always hold cash in the right place, at the right time.
Accounts
Keep your existing banks. Actually, keep everything.
No rip and replace. Primary integrates all of the banks and systems you already trust.
Primary sits as a layer on top
Banks
Payment Processors
Accounting Systems
Internal Systems
Primary Accounts
No migration risk or disruptions
Keep your existing operations intact. No switching or overhauling what you have.
Bring your banks & fintechs
Love working with your existing stack? So do we. Integrate your existing providers for a unified experience on top.
Implementation in days
Cash insights in minutes. FX savings & increased yield in days
Security as uncompromising as your standards.
Primary maintains institutional-grade security while ensuring complete transparency and control over your financial operations.
ISO 27001
Global gold standard for data protection. Certified by the same standards used by leading financial institutions.
Multi-factor Authentication
Enterprise-grade access control.
Funds held directly with tier-1 institutions
Funds custody with the world's most trusted institutions.
SSO
Seamless single sign-on integration with your existing enterprise systems.
Encryption at rest
Bank-grade encryption protects your data when stored and in transit.
Proactive security testing and monitoring
Continuous threat detection and regular penetration testing ensure ongoing protection.
As an SEC-registered investment advisor in the US and a corporate authorised representative under AFSL in Australia, Primary operates under strict regulatory oversight to protect your business.
Built for how your business and teams actually work.
From your existing tech stack to automated reporting to worldwide coverage, Primary scales alongside you and your ambitions.
Don't change your tools for us. We integrate with yours.
From major global banks to Xero to Stripe, your entire finance stack stays intact while we orchestrate seamlessly.
From blind spots to total visibility.
No more logging into multiple banks or updating spreadsheets. See consolidated balances, burn rates, and runway across all entities and currencies in real-time.
(Try click one)Financial Performance
Built for global businesses.
Primary serves 25+ countries across North America, Europe, and Asia-Pacific. Move USD to EUR to SGD seamlessly with full compliance across all subsidiaries.
Loved by teams of all sizes.
Investment for US expansionMulti-currency FX strategyAll-in-one platform for finance teams$100m valuation. Zero finance team.
Read story
Set and forget yield strategyReal time global cash visibilityMulti currency management100k happier customers because of a seamless finance function.
Read story
Set and forget yield strategyFirst time FX hedging frameworkReal time global cash visibility3 extra months of runway with one cash management decision.
Read story
From founders to Fortune 500, we solve what matters.
Stop losing money on currency swings
Monitor exposure in real-time. Execute at institutional rates when it matters most.
See all your global cash in one place
Connect all your banks, subsidiaries, and currencies to get a real-time picture of your complete cash position.
Make your fundraise last longer
4.5% institutional yields extend runway by 2.5 months on average.
Works with everything you already have
Orchestrates your current banks and tools into one intelligent system.
Earn money on temporary funds
Automated sweeping turns idle payment float into yield opportunities.
Set it and forget it with intelligent policies
Define your strategy once, and have Primary automatically execute 24/7 without manual intervention.
Move every dollar to exactly where it should be.
Sleep knowing your cash works as hard as you do, around the clock.