Automate global finances from one platform
Transform scattered bank accounts into a unified financial command center. Optimize cash across your business's currencies and institutions.
Built on top of leading financial institutions
Trusted by finance teams that move billions.
From startups to large enterprises, Primary's help teams save time and grow money.
E-Commerce
Growth
Space
Enterprise
Healthcare
Growth
Energy
Growth
Financial Services
Growth
Software
Enterprise
Creative
Growth
Legal
Growth
Travel
Growth
Search
Growth
B2B Fintech
Enterprise
Consumer Goods
Growth
Treasury$0$0
Commonwealth Bank of Australia
Transaction Account
Bank of New York
Term Deposit
Citi Bank
Interest
NAB
Expenses
€7,1257,125
EUR
$8,2658,265
USD
Automate global finances from one platform
Transform scattered bank accounts into a unified financial command center. Optimize cash across your business's currencies and institutions.
Built on top of leading financial institutions
Trusted by finance teams that move billions.
From startups to large enterprises, Primary's help teams save time and grow money.
E-Commerce
Growth
Space
Enterprise
Healthcare
Growth
Energy
Growth
Financial Services
Growth
Software
Enterprise
Creative
Growth
Legal
Growth
Travel
Growth
Search
Growth
B2B Fintech
Enterprise
Consumer Goods
Growth
Keep your existing banks.
Actually, keep everything.
Unlike other fintechs, Primary sits as a layer on top of the banks and systems you already trust.
Primary sits as a layer on top
Banks
Payment Processors
Accounting Systems
Internal Systems
Primary Accounts
No migration risk or disruptions
Keep your existing operations intact. No switching or overhauling what you have.
Keep your banker happy
Those banking relationships you spent years building? They stay exactly as they are.
Implementation in days
Just 7 days is all the average business needs to see benefits. The fastest ROI you'll ever see.
Smarter automation at every step
Surfaces the cash opportunities you're missing while automating the reconciliations you're tired of doing. Developed methodically, implemented carefully, because your treasury isn't a testing ground.
Strategic analysis based on your actual numbers.
Drop in your cashflow projections, budget forecasts, or FX exposure models. Our intelligence analyzes your scenarios and returns actionable insights tailored to your specific situation.
The foundation of modern treasury management
Manage FX exposure, optimize yield across currencies, control all your accounts, and automate sweeping. The core financial operations that run your business, unified and automated.
Automated sweeping that maximizes every idle dollar.
Your excess cash finds better returns automatically. Operating accounts stay funded. Everything in balance, no dollar left idle.
FX volatility doesn't have to hurt.
Track exposure limits, quantify risk in dollars, and execute hedges before the next swing costs you.
Overview
AUD852,316.11
USD914,645.35
GBP2,251.35
SG9,241.78
JP1,985.23
Institutional rates your bank can't match.
While others settle for near 0% bank rates, Primary gives you exclusive access to institutional yield products that traditional banks reserve for their largest clients.
Balance$12,612,369
Average Yield2.4%
With Primary
- Wells Fargo - Savings
2.2% yield - Chase Bank - Operations
2.6% yield
Every account. Every currency. One view.
No more poor cash visibility. Stop juggling 10 bank logins and outdated spreadsheets - integrate every account into one place.
Accounts$2,126,269
$98,126,269$96,128
$4,123,926
Commonwealth BankOperations
Bank of New YorkTerm Deposit
Citi BankInterest
NABExpenses
Security as uncompromising as your standards.
Primary maintains institutional-grade security while ensuring complete transparency and control over your financial operations.
Bank-Level Security
Your data protected with the same standards used by leading financial institutions.
Multi-factor Authentication
Enterprise-grade access control.
Funds held directly with tier-1 institutions
Funds custody with the world's most trusted institutions.
SSO
Seamless single sign-on integration with your existing enterprise systems.
Encryption at rest
Bank-grade encryption protects your data when stored and in transit.
Proactive security testing and monitoring
Continuous threat detection and regular penetration testing ensure ongoing protection.
As an SEC-registered investment advisor in the US and a corporate authorised representative under AFSL in Australia, Primary operates under strict regulatory oversight to protect your business.
Built for how your business and teams actually work.
From your existing tech stack to automated reporting to worldwide coverage,
Primary scales alongside you and your ambitions.
Don't change your tools for us. We integrate with yours.
From major global banks to Xero to Stripe, your entire finance stack stays intact while we orchestrate seamlessly.
From blind spots to total visibility
No more logging into 10 banks or updating spreadsheets. See consolidated balances, burn rates, and runway across all entities and currencies in real-time.
(Try click one)Financial Performance
Built for global businesses
No more logging into 10 banks or updating spreadsheets. See consolidated balances, burn rates, and runway across all entities and currencies in real-time.
From founders to Fortune 500.
We solve what matters.
Stop losing money on currency swings
Monitor exposure in real-time. Execute at institutional rates when it matters most.
See all your global cash in one place
Connect all your banks, subsidiaries, and currencies to get a real-time picture of your complete cash position.
Make your fundraise last longer
4.5% institutional yields extend runway by 2.5 months on average.
Works with everything you already have
Orchestrates your current banks and tools into one intelligent system.
Earn money on temporary funds
Automated sweeping turns idle payment float into yield opportunities.
Set it and forget it with intelligent policies
Define your strategy once, and have Primary automatically execute 24/7 without manual intervention.
Earn an additional
(Compared to only $12,500 at traditional banks)
$3M balance
- Runway Extension8 days
- Monthly Cash Flow Increase+$8,333
Move every dollar to exactly where it should be.
Sleep knowing your cash works as hard as you do, around the clock.