Overview
Your Treasi score out of 100, your four area scores, potential yearly savings, your biggest opportunity and your currency risk, plus top recommendations and your latest alerts.
THE TREASI DASHBOARD
Your business finance, matches and quotes in one place
The Treasi dashboard is a free online space for businesses. It keeps your Treasi score, potential savings, matched providers, quote requests and alerts in one place, so you can see where you’re overpaying and act on it in a few clicks.
Explore the dashboard
Click a tab or a numbered point to see what each section does.
treasi.com/dashboard
treasi
2M
MY TREASI
Welcome back, Mike
78Above average
Your Treasi score
Four areas, one score out of 100.
Potential savings$18,400/yr
Biggest opportunityFX costs
Currency riskMedium
Quote requests
Wise BusinessProvider contacted you
CorpaySent to provider
Top recommendations
Wise Business
FX · lower conversion costs
Venn✓ Verified
Cards · 1% cashback
Helcim
Payments · interchange-plus
Latest alerts
New match: Corpay
Rate alert: CAD/USD
Every section explained
1. Overview · Score and savings
For businesses: Your Treasi score out of 100, with four area scores, potential yearly savings, your biggest opportunity and your currency risk, all in one card.
For partners: This is where a business sees the gap your product can close: the area with the lowest score and the biggest savings is where matching starts.
2. Overview · Top recommendations
For businesses: Your best-fit provider for each area, picked for your market and needs, with a one-click “Get a quote”.
For partners: The first recommendations a business sees after its score. Matched providers appear here with a quote button, and verified partners show a “Verified” badge.
3. Overview · Latest alerts
For businesses: Your newest alerts at a glance, such as a rate reaching your target or a new provider that fits you.
For partners: New match alerts about your product appear here on the business’s home screen, not just in an email.
4. Overview · Quote requests
For businesses: The quotes you’ve requested and where each one stands.
For partners: Every quote request comes to you with company context, and its status is tracked through to completion.
5. Matches · Matches by area
For businesses: Every matched provider for each area, with key facts, Treasi rating, a quote button and a link to the full review.
For partners: Your product listed in the area where it fits, with a quote button and a link to your provider page. Top picks are marked.
6. Matches · Verified partners
For businesses: A “Verified” badge means the provider works directly with Treasi, so quote requests go straight to their team.
For partners: Verified partners get a badge on every match and faster lead delivery. Ratings and rankings stay independent.
7. Alerts · Rate alerts
For businesses: Set a target for a currency pair, such as CAD/USD above 0.7200, and get told when it’s reached.
For partners: Rate alerts bring businesses back at the moment they need to convert or hedge, when FX partners are most relevant.
8. Header · Alerts in the bell
For businesses: The bell shows how many new alerts you have, from any page, with links straight to the right place.
For partners: Partner match alerts appear in the bell wherever the business is on Treasi.
9. Alerts · New match alerts
For businesses: When a provider joins Treasi that fits your business better, you hear about it first.
For partners: When you become a verified partner, Treasi can alert every business your product fits, then report how many requested a quote.
10. Quotes · Quote tracking
For businesses: All your quote requests in one table, with plain-English statuses.
For partners: Quote requests are tracked from received to completed, so you and Treasi can measure conversion together.
What’s in the Treasi dashboard?
Matches
The providers that fit your business in foreign exchange, corporate cards, payments and banking, with key facts, ratings, one-click quotes and links to full reviews.
Alerts
Rate alerts for the currency pairs you choose, risk alerts when a currency moves sharply, and new match alerts when a better-fit provider joins Treasi.
Quotes
Every quote you request, with its status: received by Treasi, sent to provider, provider contacted you, completed.
FOR PROVIDERS
Where partners appear on the dashboard
Treasi recommends providers only where they fit a business’s profile. Verified partners reach matched businesses at the moment they’re comparing.
Become a verified partner →- Top recommendations on the Overview, with a quote button
- Matches for each area, with a “Verified” badge for verified partners
- New match alerts sent to businesses that fit your product
- Quote requests delivered with company context and tracked to completion
- Your provider page, linked from every match
Treasi dashboard: common questions
What is the Treasi dashboard?
The Treasi dashboard is a free online space for businesses that keeps their Treasi score, potential savings, matched providers, quote requests and alerts in one place.
Is the Treasi dashboard free?
Yes. The dashboard is free for businesses. You get it when you complete your Treasi score, which takes about 4 minutes.
How are providers recommended on the dashboard?
Providers are matched to your market, your needs and the areas where you scored lowest, using the same independent rating method for every provider.
Can I track my quote requests?
Yes. The Quotes tab lists every quote you request, with its status, from received by Treasi to provider contacted you.
What alerts does the dashboard send?
You can set rate alerts for currency pairs, turn on risk alerts for large currency moves, and hear about new providers that fit your business. Alerts appear in the dashboard and, if you choose, by email.
How do providers appear on the Treasi dashboard?
Providers appear when they fit a business’s profile: in top recommendations, in the Matches tab, in new match alerts and in quote requests. Providers can’t pay to change their rating or ranking.
What is the Treasi score?How we rate providersCompare FX providersCompare corporate cardsPartner with Treasi
Example dashboard shown for illustration. Ratings use each provider’s published fees and features; exchange rates from the Bank of Canada.