For years, ERP modernization has focused on standardizing financial processes, improving reporting, and creating a single source of truth for enterprise data. Yet one of the most important financial functions—treasury—has often remained outside the ERP core, relying on spreadsheets, banking portals, and disconnected workflows.
That separation is becoming increasingly difficult to justify.
As finance teams face growing pressure to improve liquidity management, automate manual processes, and deliver real-time insights, treasury is emerging as one of the next frontiers of enterprise transformation. Increasingly, organizations are looking to connect banking, cash management, and ERP data within a single operational environment.
This broader shift provides the backdrop for a new partnership between Embat and Sage that aims to bring AI-powered treasury capabilities directly to UK businesses running Sage Intacct.
Treasury Is Moving from Back Office to Strategic Function
Treasury has historically operated as a specialized discipline focused on payments, cash positioning, and bank relationships. But today’s finance leaders expect much more.
CFOs are being asked to improve cash forecasting, optimize liquidity, reduce financial risk, and support faster business decisions—all while operating with leaner teams and navigating increasingly complex financial environments.
That is driving demand for treasury systems that are connected to ERP and capable of operating in real time.
Embat, an AI-powered treasury management fintech, has partnered with Sage to provide exactly that. The partnership enables Sage Intacct customers in the UK to integrate treasury operations directly into their financial environment, connecting banking and ERP data, automating workflows and bank reconciliations, and improving visibility across multiple entities and accounts.
The collaboration is particularly notable because Embat becomes the first treasury management system currently available to Sage Intacct customers.
Closing the Gap Between Financial Data and Financial Execution
The partnership reflects a broader challenge facing many organizations.
While ERP systems have become highly effective at recording financial transactions, the execution of financial operations often remains fragmented. Treasury teams frequently move between banking portals, spreadsheets, and disconnected systems to manage payments, liquidity, and forecasting.
As AI adoption accelerates, this fragmentation becomes even more problematic.
AI systems rely on connected, high-quality data to generate meaningful insights and automate workflows. If treasury data is isolated from ERP systems, organizations risk creating gaps between financial visibility and financial execution.
By integrating treasury capabilities into the ERP ecosystem, companies can begin to bridge that divide.
“At Sage, we’re focused on helping businesses work more efficiently and make confident financial decisions,” said Lisa Mullen, Head of Tech Partnerships at Sage UKI.
“By welcoming Embat as a Treasury Management Tech Partner, businesses using Sage Intacct can access advanced treasury technology that helps simplify financial operations, improve visibility and support more efficient growth — with simple, seamless deployment.”
Enterprise Treasury Capabilities Reach the Mid-Market
The announcement also reflects another important trend: the democratization of enterprise finance technology.
Treasury management systems have traditionally been associated with large multinational corporations, requiring extensive implementation projects and significant investment. Today, mid-market organizations are increasingly seeking the same capabilities but with faster deployment and lower operational complexity.
Embat is positioning itself at the center of this transition.
The company allows organizations to deploy treasury capabilities through implementation partners including Percipient and Eaton Square, enabling businesses to access enterprise-grade cash management and AI-driven treasury intelligence without replacing existing financial systems.
Sedna and Together Group are among the first UK organizations to adopt Embat through the Sage partnership.
According to Theo Wasserberg, Head of UK & Ireland at Embat, the demand for modernization is accelerating.
“UK mid-market finance teams are under pressure to move faster, deliver sharper insights and do more with fewer resources,” he said.
“This integration gives Sage’s customers immediate access to treasury automation and intelligence that was once available only to large enterprises.”
The announcement follows Embat’s recent €30 million Series B funding round led by Cathay Innovation, which the company says will support further expansion across the UK and Ireland.
Why AI Could Reshape Treasury Operations
The partnership also illustrates how AI is beginning to influence treasury in much the same way it has transformed other enterprise functions.
Early AI initiatives in finance focused primarily on reporting and analytics. The next wave is moving deeper into operational workflows—automating reconciliations, identifying cash flow patterns, and helping finance teams make decisions faster.
Embat’s platform includes TellMe, an AI treasury analyst designed to automate complex reconciliations, detect liquidity patterns, and provide strategic recommendations.
Meanwhile, partners see increasing interest from organizations looking to modernize financial operations without introducing additional complexity.
“Adding Embat to our ecosystem is an exciting step because of how simple and straightforward it is to deploy alongside Sage Intacct,” said Laurie Stanwick, Sales Director at Percipient.
“We are looking forward to bringing these AI-powered capabilities to our clients, knowing it will provide them with a highly effective way to automate manual workflows, achieve real-time cash visibility, and modernise their treasury operations without the usual integration headaches.”
Why This Matters
The partnership between Embat and Sage is about more than adding another application to the ERP ecosystem.
It signals a broader evolution in enterprise finance, where treasury is becoming increasingly integrated with ERP, banking, and AI-driven decision-making.
For years, ERP systems have excelled at recording financial information. The next phase of transformation will focus on helping organizations act on that information faster, automate more complex workflows, and gain greater visibility into how cash moves across the business.
Treasury sits at the center of that transformation.
And as AI becomes more deeply embedded in enterprise finance, the distinction between ERP, treasury, and financial intelligence may become increasingly difficult to draw.
ERP News Editorial Team
The ERPNews Editorial Team covers global developments in ERP (Enterprise Resource Planning), enterprise software, cloud platforms, AI, automation, and digital transformation, providing independent news and editorial analysis for senior business and technology leaders. Our reporting focuses on market signals, strategic shifts, and enterprise impact across the ERP and enterprise technology ecosystem.
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