Daniel Marthi

Background

About Daniel Marthi

I help CFOs & Finance/Treasury teams gain real-time visibility and control over cash while making banking relationships easier. Instead of logging into multiple portals and dealing with fragmented data, we bring all bank accounts, transactions, and balances together in one platform. Here’s how I support finance leaders & teams: ‣ Real-time cash visibility across all banks in one place ‣ Automation of manual processes, cutting time and errors ‣ Centralized financial data for faster, more informed decisions ‣ Cost savings by reducing inefficiencies and banking complexity ‣ Actionable insights that improve forecasting and liquidity planning For over 10 years I’ve worked across sales, customer service, IT, and leadership roles, while also building and selling a successful digital business. This mix of corporate and entrepreneurial experience shaped my ability to solve complex problems, deliver measurable results, and drive financial transformation.