THE TREASI SCORE

What is the Treasi score?

The Treasi score is a free rating out of 100 that shows how well your business’s foreign exchange, corporate cards, payment processing and business banking are set up. It shows where you may be overpaying, how exposed you are to currency swings, and which providers fit your business better.

  • ✓ Free
  • ✓ About 4 minutes
  • ✓ No bank login
  • ✓ Canada, US and UK

See your score, savings and matches instantly.

EXAMPLE
78Above average

Your Treasi score

Four areas, one score out of 100.

FX & currency risk64
Corporate cards81
Payments86
Business banking80
Potential annual savings$18,400

WHAT IT MEASURES

What does the Treasi score measure?

Your score combines four area scores, each out of 100, based on how your business pays, gets paid, converts currency and banks.

Foreign exchange & currency risk

What you pay to convert currency and how protected you are from rate swings.

  • FX margins and fees
  • Hedging and exposure
  • Multi-currency set-up

Corporate cards

Whether your cards give you rewards, controls and low fees on foreign spend.

  • Cashback and fees
  • Spend controls
  • Personal guarantee

Payment processing

What it costs you to get paid by card, bank debit and online checkout.

  • Processing rates
  • International card fees
  • Pricing model

Business banking

Whether your accounts fit how you operate, at a fair cost.

  • Monthly and transaction fees
  • Interest on cash
  • Foreign currency accounts

85–100Well set up

Your finance stack is competitive. Keep an eye on rates and new providers.

72–84Above average

Good overall, with one or two areas where you could save or reduce risk.

Below 72Worth a closer look

You’re likely overpaying or exposed somewhere. Your matches show where to start.

How do you get your Treasi score?

1

Answer a few questions

Tell us how your business pays, gets paid, converts currency and banks. No bank login and no documents.

2

Get your score out of 100

See your overall score, your four area scores, your potential savings and your currency risk.

3

Compare and request quotes

Your dashboard shows the providers that fit you best, with one-click quotes and alerts when something changes.

YOUR DASHBOARD

What you see after you get your score

treasi.com/dashboard
treasi
24M
MY TREASI

Welcome back, Mike

OverviewMatches2AlertsQuotes
78Above average

Your Treasi score

Four areas, one score out of 100.

FX & currency risk64
Corporate cards81
Payments86
Business banking80
Potential savings$18,400/yr
Biggest opportunityFX costs
Currency riskMedium
5

Quote requests

Wise BusinessProvider contacted you
CorpaySent to provider
1

Top recommendations

Wise Business

FX · lower conversion costs

Get a quote →
Venn✓ Verified

Cards · 1% cashback

Get a quote →
Helcim

Payments · interchange-plus

Get a quote →
3

Latest alerts

New match: Corpay
Rate alert: CAD/USD
Example dashboard. Numbered points show where Treasi recommends providers and tracks quotes.
  1. 1

    Top recommendations

    Your best-fit provider for each area, chosen for your market and needs, with a one-click quote.

  2. 2

    Matches

    Every area’s matched providers side by side, with ratings, key facts and quotes.

  3. 3

    New match alerts

    When a provider joins Treasi that fits your business better, you hear about it first.

  4. 4

    Alerts in the bell

    Rate, risk and new-match alerts, with links straight to the right provider.

  5. 5

    Quote tracking

    Every quote you request, with its status, so nothing gets lost.

See the full Treasi dashboard →

Why businesses use the Treasi score

Built on real costs

Savings use providers’ published fees and Bank of Canada exchange rates, not guesses.

It keeps watching

Rate alerts, risk alerts and new matches keep your score useful long after day one.

Explore by area

Sources: savings and ratings use providers’ published fees and Bank of Canada daily exchange rates. Example score shown for illustration.

Treasi score: common questions

What is the Treasi score?

The Treasi score is a free rating out of 100 that shows how well your business’s foreign exchange, corporate cards, payment processing and business banking are set up. It shows where you may be overpaying, how exposed you are to currency swings, and which providers fit your business better.

Is the Treasi score free?

Yes. Getting your Treasi score is free and takes about 4 minutes.

Do I need to connect my bank account?

No. The score is based on your answers about how your business pays, gets paid and converts currency. No bank login is needed.

What does a good Treasi score look like?

85 and above means your finance stack is well set up, 72 to 84 is above average, and below 72 means some areas are worth a closer look.

How are providers recommended?

Treasi matches providers to your market, your needs and the areas where you scored lowest, using the same independent rating method for every provider.

Can I update my score?

Yes. You can update your answers at any time, and your dashboard keeps a history of your score.