Getting Started with TreasuryView – We're Here to Help Every Step of the Way

When you onboard with TreasuryView, you’ll receive full support to ensure a smooth transition. We offer 1-on-1 demo calls, team training sessions, and access to a comprehensive Demo Hub filled with helpful materials.

While TreasuryView is designed to be intuitive and user-friendly for SMB finance teams, we understand that questions can arise. Our team is here to help you through any challenges you may face during onboarding, ensuring you’re comfortable using the platform to manage your debt and finances.

You’ll also have access to a variety of resources in our Demo Hub, so you can self-learn at your own pace, whenever needed.

Migrating your debt and treasury data to TreasuryView is quick and simple.

If you’re currently managing your data in spreadsheets, you can easily import it into TreasuryView. Alternatively, if you keep your data in debt contracts, you’ll just need to review them to ensure everything’s captured accurately.

Once you’ve gathered your data, you have two easy options:

1. Use our simple data form (available after signing up) to manually input your information, or

2. Upload your Excel file for a faster setup.

Many of our users (around 90%) prefer using the data form to start fresh, rather than uploading their spreadsheet data. This is a great way to ensure your information is clean and accurate—especially if you’re not 100% sure about the current state of your data. It gives you a fresh start with no hidden errors.

Once your data is in, whether fully or partially, you can immediately start using TreasuryView’s powerful features—like automated reports and real-time insights. You can even get a feel for the platform by adding just a few pieces of data and seeing the benefits in action right away!

From there, your debt management is automated, saving you time and reducing the risk of errors. Congrats on making your debt management automated!

No, TreasuryView does not require any IT support. It works standalone right after signing up.

Simply create a free account, verify your email, and you’re ready to start. Enter some basic data, and the automation magic begins!

If you run into any challenges or have questions, feel free to book a call or email us at support@treasuryview.com – we’re here to help you get started.

You do not need special implementation time for using TreasuryView: Simply sign up for the free trial—no credit card no software to install. 

Sign up takes less than a minute. 

There’s no need for IT integration or a dedicated development team, as TreasuryView is designed for user success in self-service.

It operates as a standalone solution for treasurers and CFO office teams for their debt management.

The implementation time for TreasuryView can vary depending on several factors (number of transaction data, users amount etc) , but typically it takes anywhere from a few days to a few weeks.

Here are the key factors that influence the timeframe:

1. 1. Transaction data/debt data Preparation 
      The time needed to organize and clean your existing data (e.g., spreadsheets, loans, hedges, and other treasury instruments). If your data is already in good shape, the process will be quicker.

   2. Transaction data Migration
      The migration of data from spreadsheets or other systems typically takes a few hours to a few days, depending on the volume of data.

   3. Customization of your TreasuryView dashboard. 
      If your treasury setup involves complex elements like multiple currencies or diverse debt instruments, some customization might be necessary. However, basic setup can be completed immediately after the data migration.

   4. Training and Onboarding for getting most of TreasuryView
      TreasuryView’s user-friendly interface reduces the training time. However, users will need some time to familiarize themselves with the system, which typically takes a few days. We also offer onboarding and demo calls during this period to ensure a smooth transition.