Blogs
Read the latest insights, updates, and stories from Primary.
PrimaryNews Desk- Announcement
Primary named winner across multiple categories at the Finder Innovation Awards 2026
Primary has been recognised with the best AI Innovation and best Forex Broker Innovation at the 2026 Finder Innovation Awards.
Finn BlakeGM, North America- Perspectives
The most expensive fee in your business is the one you can't see
Ask a CFO what they pay their bank for FX and you'll get a pause. That's because the fee is hidden in the exchange rate. Here's how the spread works, why US finance teams never learned to look and how to see the real number.
PrimaryNews Desk- Announcement
Primary wins Best Innovation in Open Banking/Open Finance at the 2026 Finnies
Primary has been named the winner of Best Innovation in Open Banking/Open Finance at the 2026 Finnies, FinTech Australia's national fintech awards. The category was sponsored by Equifax.
Finn BlakeGM, North America- Announcement
Announcing the Primary Partner Program
Primary partners with the investors, advisors, and platforms shaping the next generation of finance teams. Today we're making it official.
Ben BuckinghamCEO- Announcement
Primary is ISO27001 certified
Primary has achieved ISO 27001 certification, the leading international standard for information security management.
Ben BuckinghamCEO- Announcement
Primary is now available as a ChatGPT App
Access Primary directly inside ChatGPT, bringing AI-native treasury and FX to wherever you're already working.
Ben BuckinghamCEO- Announcement
Announcing Primary's MCP for treasury
Primary's MCP server connects your live treasury data to the LLM you already use. Get real-time cash visibility, FX exposure insights and hedging recommendations in natural language, then execute directly through your approval queue. The new AI-powered finance stack.
Finn BlakeGM, North America- Case studies
The 3 AI product stack behind ProcurePro's 8 figure valuation
How ProcurePro hit an 8-figure valuation without a finance team. Inside the treasury stack powering global operations across AU, UK, and the Middle East: cash visibility, automated yield, FX risk management, and Primary's new MCP layer for AI-powered finance workflows.
Ben BuckinghamCEO- Perspectives
AI governance will be more important than AI tooling
Banning AI within an organisation pushes employee usage underground. Shadow AI is the phenomenon describing teams putting data at risk through personal tools. CFOs need proper governance frameworks: audit what's already happening, choose enterprise-grade tools, and set a clear usage policy.
Ben BuckinghamCEO- Perspectives
Claude Opus 4.7 is a genuine step change for finance teams: 4 ways to use it (and 3 to hold off on)
Anthropic's Claude Opus 4.7 is an agentic reliability release that meaningfully changes what finance teams can do with AI. Primary breaks down what's improved between 4.6 and 4.7, five practical workflows to run through it, and two areas where it still falls short.
Finn BlakeGM, North America- Perspectives
The GenAI productivity paradox: why your AI investment isn't impacting your numbers
Only 5% of companies are extracting real value from AI. The rest are stuck in the GenAI Divide: a learning gap between pilot and scale. For CFOs, there is an implementation problem office meaning new tools aren't actually impacting the unit economics.
Ben BuckinghamCEO- Guides
Six ways AI will reshape the finance function in 2026 and where to invest
We talk to CFOs every day about how AI will disrupt the back office. Based on those conversations, here are the six areas where Primary sees disruption coming next —and where investment is worth it.
Ben BuckinghamCEO- Perspectives
How Australian finance teams should think about USD exposure right now
AUD volatility is rising and Australian CFOs need a proactive FX strategy. Primary has formulated four key questions that will help shape smarter currency hedging, and how Primary helps you manage exposure, protect margins and hedge in real time.
Ben BuckinghamCEO- Perspectives
How to counter the three major forces eroding your bottom line in 2026
The forces reshaping FX markets in 2026: the sharpest US dollar reversal in 15 years, an oil shock disrupting global supply, and RBA-Fed policy pushing the AUD to multi-year highs. Primary has three strategies to protect your margins through the volatility.
Ben BuckinghamCEO- Perspectives
The world’s biggest balance sheets are buying gold. How does this affect your treasury strategy?
Gold's rise is reshaping treasury strategy. With currency risk, geopolitical instability, and dollar erosion accelerating, CFOs must weigh not only gold as an investment option but modern treasury strategy that provides real-time data and diversification.
Finn BlakeGM, North America- Perspectives
How the modern CFO is actually implementing AI
AI in 2026 demands proof, not promises. Lovable's $200M ARR growth shows measurable outcomes win investment. For finance teams, real-time AI visibility and ROI accountability are now the new standard.
Ben BuckinghamCEO- Perspectives
Can treasury management solve mining's biggest risks in 2026?
Mining CFOs face a paradox in 2026: record commodity prices create opportunity, but operational complexity, geopolitical tensions, and capital constraints threaten performance. Modern treasury management is shifting from cost center to strategic enabler.
Finn BlakeGM, North America- Case studies
The Rolex Paradox: How financial secrecy became a competitive advantage
The Rolex story teaches us that when finance is treated as strategy not reporting, it becomes a growth engine. By keeping financials private and avoiding quarterly pressure, Rolex protected pricing power, funded long-term decisions, and built one of the world’s most dominant luxury brands.
Finn BlakeGM, North America- Case studies
Q4 earnings season: why are companies ignoring the volatility they can control?
January kicks off Q4 earnings season in the US - fuelling volatility. Beyond headlines, FX impacts are often overlooked. Levi’s shows how smart FX hedging can offset operational currency pressure and protect cash, even when margins look hit.
Ben BuckinghamCEO- Perspectives
Treasury as strategy: the new competitive advantage in mining
Mining companies investing billions in future-proofing portfolios overlook critical treasury strategy. Optimised cash reserves deliver 4.5% institutional yields, extending runway by an average of 2.5 months. Transform idle capital into strategic advantage for M&A, sustainability, tech investment.
Ben BuckinghamCEO- Case studies
FX mismanagement is eroding your bottom line: from reactive to proactive strategy
FX volatility is silently eroding Australian business profits. Today’s volatile economic conditions coupled with lack in real time visibility of currency movements - reactive FX strategies have become the norm. Primary is a simple solution to this for smart CFOs.
Ben BuckinghamCEO- Perspectives
What is 'good' treasury management?
Good treasury management turns cash, FX, and investments into strategic levers. Real-time visibility, smart idle cash deployment, and FX risk control boost efficiency, protect margins, and free CFOs to focus on growth and long-term strategy.