How quickly can I access unified banking and insights?

Immediately. Sign up is just one click with Google. Connecting your bank accounts via Open Banking takes approximately 30-seconds each. Once done, you will have your free unified treasury view and optimisation insights created.

How quickly can I get access to new funds and accounts?

To start using the platform's accounts and investments, you need to complete a simple KYB check which is usually approved in 3 working days.

What happens if Round Treasury ceases operations?

Your assets are secure and segregated. In the unlikely event of our closure, you retain direct access to your funds through our regulated custodians, and we provide assistance to ensure a seamless transition.

Is my money secure with Round Treasury?

Yes, we prioritise security with multi-bank FSCS protection for deposits and do not handle your funds directly. We partner with FCA-regulated custodians like Wealthkernel and trusted institutions like Blackrock and Barclays to secure your assets.

How does Round Treasury help my business save time?

Our platform aggregates all your accounts into one dashboard, automating manual tasks, and enabling fast, secure transfers. This reduces time spent on repetitive tasks, allowing you to focus on strategic priorities.

How does Round Treasury ensure returns on my idle funds?

We partner with Blackrock Money Market Funds to offer yields surplus cash with next-day liquidity. This allows your funds to earn a competitive return while remaining accessible.

Can I manage all my bank accounts through Round Treasury?

Yes, Round Treasury aggregates over 2,000 UK and EU bank accounts in a single interface, giving you full visibility and control without needing to log into each bank individually.

How much does Round Treasury's service cost?

Using our platform is free. Our Treasury management service is charged at a flat rate of 0.20% annually on assets deposited. Our Vault service costs vary depending on deposit amounts, with competitive rates for businesses of all sizes.

How does Round Treasury handle data security?

Round Treasury employs Open Banking standards and rigorous security protocols, including two-factor authentication and encryption. We never store bank login details, ensuring data is secure and accessible only to you.

32+

4.9 stars reviews

Where finance work flows

AI-Powered treasury, accounts payable, and payroll, automated end-to-end.

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Proven at scale.

Move your money through an automated system trusted by UK’s fastest-growing teams.

$500M+

processed on platform

average yield on idle cash vs standard business savings account

75%

average reduction in per-invoice processing time

days from signup to fully automated payment runs

One AI-powered platform to automate the low-value work.

Replace your manual workarounds with specialised modules for treasury, payments, and payroll. Build the exact automation layer your finance team requires.

Treasury

Put your idle cash to work

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Accounts Payable

Pay every bill in one click

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Payroll

Run payroll on total autopilot

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Multientity

See every account in one view

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Agents that eliminate the manual and repetitive

Round turns the mental load of finance into a streamlined workflow that runs itself.

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Maximise yield on every pound

Keep your capital in high-yield MMFs while maintaining full liquidity. Funds are drawn only at the exact day a bill is due.

Money market funds that increase your yield | Round Treasury

Automate the movement of your money

Replace manual bank transfers with automated sweeps and routing. Your cash moves from treasury to where it's needed, the moment it's needed.

Pay your team with absolute certainty

Drop your payroll file. Round maps the data, preps the run, routes approvals, and executes payments on pay date. No manual transfers. No last-minute scramble.

Automate invoice processing and payment scheduling

Invoices captured, data extracted, expenses coded, duplicates flagged, approvals routed, payments executed, and books updated. End to end, hands off.

Build Workflows that flow money

Start from a template, describe what you want to AI, or build from scratch with drag and drop. Round executes — and only notifies you when something needs your attention.

Templates

Pre-built workflows for common processes. Enable in one click.

AI builder

Describe what you want. Watch Round build it in real time.

Visual builder

Drag and drop. Full control over every step.

Move faster with Round

Skip the months-long implementation. Round is built to plug into your existing stack and start working for you immediately.

Day 1

Connect your stack

Bank accounts linked

ERP connected

ERP First deposit earning yield

Week 1

Get comfortable

Treasury thresholds set

Approval workflows live

First automated payment run complete

Ledger syncing in real-time

Week 2

Achieve autonomy

83% of treasury moved to Round

4x better returns on cash

75% less time spend on AP

Total cash visibility

Before Round, our cash was spread across Tide, Revolut, and Amex, and getting a clear picture meant logging into multiple accounts and stitching it together manually. Now everything is visible in one place. At any moment, I know exactly how much cash we have, where it sits, and what it’s earning.

John Wong

Founding Operator

Yield increase

5 days

From sign up to fully automated payment runs

We used to run our recurring FX payments through Revolut, but the costs were adding up. Round gave us materially cheaper execution, automated our monthly payments, and simplified a complex cross-country corridor — with capital storage and FX all in one system.

Dan Sandler

Director

Round enables us to earn ~4% on idle fiat balances while maintaining liquidity. It’s become a simple way to improve working capital efficiency without adding operational complexity

Eric Queathem

Co-Founder & CEO

yield improvement

$240k

additional annual return

Previously I had to spend a lot of time thinking about our liquidity, when we needed it, how much, etc. But now Round has removed that burden entirely and I don’t have to worry about timing payments. I just let Round do its thing!

Ina Browning

Co-Founder

75%

Reduction in weekly reconciliation time

15min

In weekly operational overhead (instead of 1hr)

Designed to enhance, not replace

Round plugs into your existing tools and workflows. Approve from Slack, sync to your ERP, and get alerts when something needs your attention.

Meets you where you work

Invoices, withdrawals, payments, payroll. Approve or reject without leaving Slack or email. No context switching.

More efficient reconciliations

Two-way real time sync with Xero and NetSuite. Every payment reconciled, every transaction logged. Zero manual entry.

AI handles the repetitive

Invoices captured and coded. Cash positions consolidated. Payroll prepped and funding gaps resolved. Across every module, AI handles the repetitive so your team handles the strategic.

Alerts, not surprises

Low balances, pending approvals, funding gaps. Get notified before anything becomes a problem.

Your capital, protected.

Round combines industry-leading compliance with robust infrastructure to ensure your funds remain secure and your data stays private.

Compliance you can trust

ISO 27001 certified

Regulated infrastructure

FCA-regulated rails and FSCS protection

Rock-solid security

Institutional network

HSBC, BlackRock, and Xero

Granular controls

Multi-layer permissions and bank-level security

Total transparency

Real-time, immutable audit trails

Real humans, Real support

Every Round customer gets a dedicated Slack channel with our team. No tickets. No waiting. Just direct access to people who can help

A photo of a team discussing work around a table

Dedicated Slack channel

Direct line to Round team. Ask questions, get help, share feedback.

Human onboarding

We'll get you set up properly. Not a video tutorial — actual humans.

Fast response times

Questions answered in hours, not days.

Ongoing support

Not just onboarding. We're here as you grow and your needs change.

Round Treasury’s Vision

Finance should not be a bottleneck. It should be a superpower. When low value manual work disappears, companies move faster. CFOs become strategic operators. Teams focus on creation, not administration. And the speed at which the world operates rises. Round is building that future one intelligent finance system at a time.

Book a demo

More yield. Less admin. Let us show you.

Skip the months-long implementation. Round is built to plug into your existing stack and start working for you immediately.

Get started free

Book a demo

Frequently asked questions

Disclaimers:
Nothing on this site is a recommendation to invest. Round does not offer financial advice. If you are unsure about investing we encourage you to speak to a financial advisor. Your capital is at risk when investing.

Round Financial Limited (FRN: 995009) is an appointed representative of Wealthkernel Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 723719). Round Financial Limited is a company registered in England and Wales with company number 14609702. Registered office Laundry Studios, 2 Warburton Road, London, E8 3RT.

Round Financial Limited is an agent of Plaid Financial Limited, an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through Round as its agent.

Round acts as an Introducer to Insignis Asset Management Limited (Insignis Cash). Round receives a revenue share in return for introducing clients to Insignis Cash. Insignis Cash is a trading name of Insignis Asset Management Limited (Company number 09477376). Insignis Asset Management Limited is authorised by the Financial Conduct Authority under the Payment Service Regulations 2017 (813442) for the provision of payment services.

Keel Money Ltd. Ltd is an Electronic Money Institution authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 1020783). Client funds are safeguarded in UK- or EEA-authorised credit institutions but are not protected by the Financial Services Compensation Scheme. Round Financial Limited is appointed under Regulation 33 of the EMRs to distribute and/or redeem electronic money on behalf of Keel Money Ltd. and is not itself authorised to issue electronic money or provide payment services. More details can be found in the Keel End-User T&Cs, which you must agree to before using any services provided by Keel Money Ltd..

* Rates quoted are the net daily yield from BlackRock ICS Sterling Liquidity Fund as of 13 November 2025. Performance shown as Annual Equivalent Rate (AER) — the annualised rate of return based on daily-compounded NAV growth, including BlackRock fees and Round fees. See pricing page for more details.

** Withdrawal requests must be made by 10:30am for funds to be in your account by the end of the day.

***Assuming your business is eligible for up to £120,000 FSCS protection. Balances over £120,000 per bank will not be protected across all your cash holdings. The Financial Services Compensation Scheme (FSCS) does not cover any e-money products or any products offered by Frost Money Ltd. E-money is not a deposit, savings or investment product and is therefore not protected by the FSCS.