Finance
Run Treasury in Finance without losing the last handoff
Treasury teams usually stall when treasury renewals surprise the team because dates live in chat. Omni Group gives Finance operators one source of truth for treasury — orders, files, and invoices, starting from Launch at €79 / $89 per month. Same catalog price book as every other niche — the problem for Treasury is treasury renewals surprise the team because dates live in chat, so the first scoped add-on is usually Technical audit.
- • Finance teams see that clients ask for treasury status because there is no portal
- • Finance teams see that treasury client documents arrive as email attachments
- • Finance teams see that treasury filing and close deadlines live in a shared spreadsheet
Launch
€79 / $89
Start on Launch for Treasury. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Growth
€249 / $279
Start on Launch for Treasury. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Scale
€429 / $469
Start on Launch for Treasury. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Vertical package
Ready to buy€349/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Client KYC packet
record
- 2. CRM onboarding ledger
create-contact
- 3. Quote + invoice
invoice
- 4. Reconcile payment
run
- 5. Notify unlock
send
- 6. Exception queue
create