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This automation consolidates data from multiple investment accounts and instruments, such as fixed income, money market funds, and certificates of deposit, into a centralized dashboard. It allows treasury and FP&A teams to monitor allocation, performance, and diversification metrics.
It integrates with investment platforms, ERPs, spreadsheets, and financial data providers. The workflow includes periodic updates, performance tracking, maturity summaries, and compliance checks.
By automating portfolio visibility, finance teams can optimize idle cash, reduce risk exposure, and make more informed reinvestment decisions.
Abstra is a Python-based workflow engine to design and manage custom business processes with no overhead, powered by AI. Merge automated tasks with manual reviews, gain real-time insights into operations, and track history with logs & git-friendly versioning.