Independent Treasury Technology Consulting

Real Treasury, Real Results

Helping companies select and connect to the right treasury technology – fast, unbiased, and vendor-smart. We don't resell software or take commissions - our recommendations serve only your interests.

4-6 Weeks Average Selection Time

100+ Vendors Evaluated

100% Independent & Unbiased

45+ Years Experience

Access Portal 15-Min Strategy Call

Why Traditional TMS Selection Fails

The current process is broken. Enterprise treasury teams are stuck in a cycle of endless demos, vendor confusion, and decision paralysis.

50%

End With No Decision

Half of all TMS selections stall after 6-12 months of effort. Teams burn out from analysis paralysis and competing vendor claims.

6-12

Months of Distraction

Small treasury teams (1-5 people) can't afford to spend months on vendor selection while their day jobs pile up.

15+

Demos That All Look the Same

Vendors run polished sales pitches that don't answer your real questions. You leave impressed but not informed.

Our Approach: The ERR NOT Methodology

A proprietary framework that compresses TMS selection from months to weeks while ensuring you make the right choice.

Education

Understand what's actually available in today's treasury technology market - beyond vendor marketing materials.

Requirements

Prioritize YOUR must-haves based on your workflows and pain points - not generic industry checklists.

RFI

Focused questions that matter. Cut through the noise and get answers that differentiate vendors.

Unique Demos

Custom demo scripts based on YOUR workflows. See how the system handles your actual processes - not generic sales scenarios.

Obvious Winner

Objective scoring eliminates internal politics and decision paralysis. The data makes the decision clear.

Transformation

Implementation guidance to ensure you achieve actual ROI - not just another expensive shelf-ware purchase.

What Makes Real Treasury Different?

We're treasury professionals who built the tools we wished existed for selection. No vendor bias, just better decisions.

100% Independent & Unbiased

We don't resell software or accept vendor commissions. Our business model depends on giving you honest advice - not steering you toward a partner's product.

45+ Years Combined Experience

Founded by treasury professionals Tim and Tracey with decades of hands-on experience. We've been in your seat, managing cash, dealing with banks, and evaluating systems.

Speed That Matters

4-6 weeks to selection, not 6+ months. Your treasury team can't afford a year-long distraction from their real work.

Both Sides of the Table

Our team has been on both sides - as practitioners selecting systems and as vendors giving demos. We know what questions to ask to get past the marketing and see reality.

Meet the Founders

We're on your side of the table. Founded by treasury professionals, Real Treasury is built to support treasury and finance teams with selecting the best tools for your company with confidence.

Co-Founder & Principal Consultant

Tim

Former treasury lead with 15+ years optimizing cash management and risk operations. Tim founded Real Treasury to democratize access to treasury technology insights and help teams make confident, informed decisions without vendor bias.

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Co-Founder & Principal Consultant

Tracey

With 30 years as a practitioner, vendor, and consultant, Tracey brings rare perspective—guiding treasury and finance teams through unbiased tech selection, hands-on workshops, and smarter decisions that drive adoption, insight, and lasting transformation.

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Who We Help

We work with CFOs and treasurers at mid-market companies ($100M-$5B revenue) with small treasury teams who need to modernize without the typical vendor selection nightmare.

✓ Frustrated with manual processes and spreadsheet-based cash management
✓ Skeptical of vendor sales pitches after past technology disappointments
✓ Don't have 6-12 months to dedicate to technology selection
✓ Need to modernize but lack internal expertise to evaluate 100+ options
✓ Want real-time cash visibility across multiple banks

Results That Speak

Austin Industries

Identified $117K-$162K in annual savings opportunities. TMS selection completed in 6 weeks - from kickoff to vendor decision.

Treasury Tech Portal

Our proprietary database evaluates 100+ treasury systems across capabilities, pricing, and real-world performance - giving you objective comparison data.

Ready to Transform Your Treasury Tech Search?

Access our FREE Treasury Tech Portal and start narrowing your shortlist in minutes, not months.

Access Portal

Or schedule a free 15-minute strategy call to discuss your treasury technology needs.