Flex chooses Atlar for AI-Native treasury management. US-based Flex, the financial platform for business owners, has selected Atlar for AI-powered cash management and payments, with a native integration to its ERP, Campfire. Flex is one of the fastest-growing financial platforms in the US. Headquartered in San Francisco, the company is building an AI-Native Private Bank for Business Owners - unifying the entire lifecycle of money for business owners, spanning private credit, business banking, expense management, payments, and personal finance. Flex has raised over $100 million in total equity funding, including a recent $60 million Series B, and has grown revenue 4x year-over-year. The company joins a growing number of US-based companies selecting Atlar, as the platform expands across the Atlantic. A challenge shaped by speed and complexity. Operating a financial platform at Flex's scale means the finance team needs to know exactly where cash is at all times. With a business model that requires constant cash positioning, the team was spending significant time each day manually monitoring balances across dozens of banking and payment accounts with no unified view. Compliance added another layer of complexity: all payments required at least two levels of approval, but not all of the team's bank portals supported this, leaving gaps that had to be managed manually. Why Flex chose Atlar. Flex selected Atlar to bring all of these accounts into a single view with the controls the team needed, including a native integration with Flex's ERP, Campfire. "We needed a treasury platform that could keep up with the pace we operate at. Atlar gives us a consolidated view across all of our accounts and the real-time visibility we were missing." - Brian Ehrlich, Senior Director of Finance and Accounting at Flex. "Having real-time visibility, automated reconciliation, proper approval workflows, and a full audit trail in one place means less time on manual checks and more time on the work that moves the needle." - Jacob Martin, Controller at Flex. Atlar is proud to welcome Flex to Atlar, and excited to support the team as they scale. Get started. Want to learn more about Atlar? Book a demo or get in touch. Atlar'd be happy to show you why fast-scaling companies like Flex choose Atlar. Louis Emmerson Get new insights and guides in your inbox, monthly You can unsubscribe anytime. Most recent. March 2, 2026 Why Your NetSuite Setup Is Incomplete Without Bank Connectivity Most companies automate accounting in NetSuite but still move cash manually. Connecting your banks to your ERP closes that gap. February 11, 2026 Introducing AI Agents for Treasury Atlar is launching AI agents for treasury: autonomous workflows for cash positioning, payments, reconciliation, and forecasting, built on the full breadth of your financial data. Bank Connectivity February 10, 2026 Bank Account Management in Atlar: FBAR Reporting and Signatory Tracking Atlar now includes FBAR reporting and signatory tracking, built on the same bank connectivity that powers your cash management and payments. January 8, 2026 How AI Is Changing Bank Reconciliation AI-powered bank reconciliation is quickly replacing manual spreadsheet matching, shrinking month-end close from days to hours or minutes. Customer stories December 9, 2025 How Mangopay Unlocked €20M in Idle Cash and Achieved a 6.1x ROI With Atlar Atlar has given Mangopay a treasury foundation that matches the scale of its business: secure, efficient, and forward-looking. Read about their journey. Customer stories December 4, 2025 How Liberis Saved 1,600 Hours a Year and Turned Treasury Into a Strategic Advantage With Atlar Liberis wanted a treasury function that matched the scale and pace of its business. With Atlar, it gained efficiency and control to support its next phase of growth.

Flex raises $60M Series B to scale its AI-native private bank for high-net-worth business owners.