Use cases

Built for the people who actually run finance day to day.

Controllers, treasury leads, and AP/AR: finance teams whose day is currently spent moving between bank portals, spreadsheets, and inbox approvals.

Who it's for

Four roles. One operating layer.

PayShore is the place these groups meet. Every action stays inside one record. Whether you run one bank or many, the same platform carries cash visibility, approvals, payments, requests, and invoices.

Role · CFO

For the CFO signing off.

You need a board-ready audit posture, an operational-risk surface that does not grow every time a bank is added, and a cash position you and your team trust in the same view.

Today
  • Audit exposure compounds with each added bank
  • Approval record reassembled at quarter-end from inboxes
  • Cash reported to the board from stale, hand-built data
  • Limited real-time answer to "are we where we said we'd be"
With PayShore
  • One audit trail you can put in front of the board
  • Operational-risk surface contained as banks are added
  • Cash reported from the same view your team operates from
  • Approvals, execution, and audit evidence in one record
Role · Controllers

For the Controller running the close.

You need a daily cash position you can trust, the ability to see what's happened across every bank, and an audit trail that doesn't require reconstructing email threads at month-end.

Industry benchmarks show finance teams with real-time multi-bank visibility tend to run materially shorter close cycles than teams still reconciling across portals manually. Source: APQC Close Cycle benchmarks.
Today
  • Logging into multiple bank portals every morning
  • Maintaining a rolling cash spreadsheet by hand
  • Reconstructing approvals from inboxes and chats
  • Late discovery of mis-routed payments
With PayShore
  • One consolidated cash position, refreshed continuously
  • Drill-through to every account and transaction
  • Approvals recorded against the action they authorized
  • Every payment carries its notes, invoices, and comments: audit evidence attached, not reconstructed
  • An audit trail your auditors can read without translation
Role · Treasury

For the Treasury lead managing liquidity.

You need to know where cash is, move it where it needs to be, and execute payments with the right approvals, without context-switching across six portals to do it.

Treasury research consistently finds meaningful working capital sitting idle as defensive buffers across accounts when teams lack a consolidated real-time view. Source: McKinsey working-capital and liquidity research.
Today
  • Liquidity decisions made on stale, exported data
  • Inter-account transfers re-keyed in separate portals
  • Payment execution disconnected from approval evidence
  • Limited ability to audit who initiated what
With PayShore
  • Real-time portfolio cash position across every bank
  • Inter-account transfers initiated from the same view
  • Execution and approval attached in one record
  • Configurable thresholds and chains for each workflow
Role · AP / AR

For AP and AR teams handling counterparties.

You need a controlled list of who you pay (and get paid by), payment workflows that don't require chasing approvers, and a system that keeps invoice handoffs connected to the actual money movement.

Today
  • New payees created in the moment they're needed
  • Approvals chased over email, chat, and phone
  • Invoices and payment requests handled outside the payment system
  • Smaller counterparties onboarded manually or not at all
  • Manual reconciliation against bank activity
With PayShore
  • Counterparty changes routed through approval discipline
  • Approvals routed in-system with thresholds
  • Free counterparties invited into the workflow: no paid onboarding
  • Payment requests and invoices carry their full context (notes, attachments, comments) through to settlement
  • Activity tied to the payments and approvals that produced it
Bank coverage

Availability depends on each bank's API program, which varies by bank and by client tier. Supported bank access for your environment is reviewed as part of scoping a rollout.

See PayShore framed around your team's day.

We'll scope the walkthrough to the role and the workflow that hurts most right now.
Request a demo