
- Announcement
Today we're excited to announce that Primary is live as a ChatGPT App. We're bringing AI-native treasury and FX directly into the tool millions of people already use to get work done.
Treasury, where you already work
Most financial software still assumes you'll come to it: log into a portal, navigate the dashboards, find the right screen. We've always believed it should work the other way around. Finance should meet you where you are.
With Primary now in ChatGPT, you can:
- Check your cash position across accounts in seconds
- Compare FX rates and instantly surface your savings
- Model a yield strategy across your balances
- Much more
No new tab. No context-switching. Just ask.
What this means for AI-native finance
This is more than a new way to access Primary. It's a glimpse of where treasury is heading.
As finance becomes conversational, the interface stops being a destination and starts being an assistant - one that understands your balances, your currencies, and your goals, and can act on them safely. We've built Primary from the ground up for this moment: institutional-grade infrastructure, designed to be driven by AI.
Being available as a ChatGPT App is a meaningful step toward that future, and toward making sophisticated treasury and FX accessible to every team.
Get started
If you're already a Primary customer, you can connect the Primary app in ChatGPT today. Not yet on Primary? Reach out to our team to see what AI-native treasury can do for you.







