Getting Started with TreasuryView - We're Here to Support Every Step of the Way

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Whether you’re setting up your account, importing your data, or need help along the way, our support team is here to assist you to get your debt management automated!

Nargo Karp - TreasuryView founder

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“It [TreasuryView] is  very intuitive tool to use with enough capabilities to get a clear understanding of your company’s treasury status.

I also really value the support I get from their team setting it up for my company.“

Miguel Angel V.
Debt Specialist, TreasuryView user

Capterra.

Easy Sign up and onboarding.
TreasuryView is ready to use after sign-up.

Sign up for free. No credit card needed.

Create a free account, add you business e-mail.

We do not do cold calling or send you tens of marketing letters. 

You can test TreasuryView free for 30 days to see if this is the tool you would benefit from. 

Verify Your e-mail.

 We send you verification e-mail for creating account. 

If you do not receive one:

  1. check also spam folder and if you did not find it
  2. kindly contact us sales@treasuryview.com

Start using TreasuryView

Migrate (some) of your transaction data and you have access for

  • latest market data,
  • automated reports,
  • and all the tools you need for efficient debt management

Step by step: Creating Free Account to test TreasuryView Software.

Start your sign up process from the sign up link. 

  1. enter your e-mail
  2. verify your e-mail (check also “junk” and “spam” – just in case)
  3. Add your company name and password
  4. TreasuryView is ready- start testing!
Start your 30-day free trial

Choosing Support channels your team preferres

TreasuryView provides supports through the channels most convenient for you. You can be sure, there is always human contact behind the support.

You can reach the TreasuryView team through the method most convenient for you:

  • e-mail (support@treasuryview.com)
  • phone: +496987009093 ENG/DE
  • Video call (Zoom/Teams) – ENG/DE
  • Slack or Teams channel
  • Agreed face to face meeting.
  • Contact form

Common Questions from New TreasuryView Users

Yes, TreasuryView is especially suitable for SMBs, for example from CRE fund management, who are searching alternatives for Spreadsheets. See our comparision for debt management: Spreadsheets vs TreasuryView
 
With affordable subscription based pricing, no integration setup or learning curve, TreasuryView automates the reports, puts all data on one view and gives the latest market data automated. 
TreasuryView is available to test out for free. 

TreasuryView provides full onboarding support, including on demand live training, team sessions, and self-paced resources.

You’ll get 1-on-1 demo calls, group training for your finance team, and access to a Demo Hub with tutorials and guides. While the platform is intuitive, support is always available to help you get comfortable managing debt, FX, and hedges from day one.

Included training support in case of a need:

  • Live onboarding calls and walkthroughs (if you need)
  • Team-wide training sessions (if you need)
  • 24/7 access to the Demo Hub for self-learning

Get started with TreasuryView onboarding support

Migrating your treasury data to TreasuryView is quick and straightforward – especially if you’re moving from spreadsheets.

You can either upload your Excel data or use TreasuryView’s built-in data form, which 90% of users prefer for a clean, accurate setup. Even a partial import lets you start exploring automated reports and insights right away.

Migration options:

  • Use the guided data form (recommended for clean input)
  • Upload Excel files for faster onboarding
  • Start with a few entries and expand as needed

See how easy it is to migrate your transaction data to TreasuryView from Excel Spreadsheet

TreasuryView includes up to 5 users by default, with flexible options to add more as your team grows.

The standard SMB Finance Team package (€250/month) supports 5 users per organization. Need more? You can easily upgrade to add users or even manage multiple organizations under one account.

Key points:

  • 5 users included in base (Start) plan
  • Possible to share dashboard with external parties
  • Scalable setup designed for growing finance teams

View TreasuryView pricing and user options

No, TreasuryView does not require IT support for implementation – but SSO is available if your IT team wants added control.

Designed for finance teams, TreasuryView enables quick onboarding without technical setup. Most users get started in days, not weeks. And if your organization prefers IT-managed access, SSO integration is available.

Why it’s flexible:

  • No installation or IT lift required, just make free account
  • Excel-friendly data import and setup
  • Optional SSO for enterprise access management

Get started with TreasuryView

Signing up for TreasuryView takes less than 1 minute – with full access available immediately after.

You can start exploring the platform, entering data, and seeing results right away—no waiting, no IT setup. Most teams begin using key features like debt tracking and automated reports on day one.

Quick start benefits:

  • Instant (full)access after signup
  • No installation or tech setup
  • Try out features with real or test data

Get started with TreasuryView in under a minute

Yes, your data security is our top priority. In TreasuryView, we store client data in Germany. 
 
Your information is stored in an ISO 27001-certified data center in Western Europe and is managed in accordance with German and EU data protection regulations.
 
Additionally, we have appointed an external data security officer to oversee and enhance our data protection practices.
 
Audited IT Security by LocateRisk. 10.12.2024. 
Result 97,15/100, industry average 67,09/100.  
 
Treasuryview certificate for cyber security
 
Read more about security.

TreasuryView offers a 30-day free trial with full functionality-no credit card or commitment required.

Simply create an account and start exploring all features, including debt tracking, FX, and hedge management. During the trial, you’ll get access to expert support to help you evaluate if TreasuryView fits your needs.

Trial highlights:

  • Instant access, no credit card needed
  • Full feature set for 30 days
  • Expert support available anytime

Start your free TreasuryView trial today and see TreasuryView pricing and plans

TreasuryView is backed up at least once every 24 hours to ensure data security and continuity.

Your treasury data is safely stored with regular backups, minimizing the risk of data loss and helping maintain operational reliability for your finance team.

TreasuryView integrates easily with popular accounting systems and platforms using built-in tools or APIs.

Whether you use QuickBooks, SAP, or cloud-based tools like Google Docs, TreasuryView supports smooth data flows—plus optional Azure SSO for secure access. Need help? The TreasuryView team is ready to assist with setup.

Supported integrations include:

  • Intuit/QuickBooks and SAP
  • Google Docs and Azure SSO
  • Modern RESTful API for custom workflows

Explore TreasuryView’s integration options

TreasuryView is updated regularly with new features and security enhancements—no IT work required.

Built for modern finance teams, it evolves based on user feedback, regulatory changes, and market needs. Updates happen automatically in the background, so you’re always using the latest version.

🚀 PS: Don’t miss out — join the waitlist for our upcoming AI Treasury Manager.

Yes, TreasuryView supports internal audit requirements by making all transactions and calculations easily auditable.

Every entry-whether it’s a loan, hedge, or FX deal—is tracked with full transparency. Auditors and finance teams can quickly verify data accuracy, calculation logic, and historical changes.

Ready to switch from Spreadsheets?
We're Always Here to Help

Get a Clear View of Your Loans and Hedges, Automate Your Reports, and Access the Latest Market Data – All in One Place.

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