Honest answers about how we work
Everything teams typically ask before bringing us in, from data security to building the internal business case.
What is YourTreasury and who are the founders?
YourTreasury is a specialised advisory practice focused on corporate treasury matters. It was founded by James Kelly and Dominic Lynch, who together combine extensive experience in the field. James previously served as Group Treasurer at several major corporations and holds professional accounting credentials. Dominic has developed treasury operating models for high-growth fintech companies and consulted with major treasury systems providers. Their backgrounds merge practical corporate treasury knowledge with deep technological expertise.
Who do you work with?
We primarily serve treasury teams within mid-to-large European corporations, Group Treasurers and their staff. Due to confidentiality agreements, specific client names remain undisclosed unless authorised. We also partner with banking institutions seeking to enhance their treasury teams' capabilities. Common engagement drivers include system implementations, cash forecasting initiatives, enhanced use of AI tools, and organisations transitioning away from spreadsheet-dependent processes.
How do I make a business case for your services?
Return on investment is quantifiable through demonstrated results from past engagements. Cash forecasting enhancements recover unused capital and decrease borrowing expenses. Process automation for FX, accounting entries and bank matching typically eliminates hundreds of annual labour hours while improving accuracy. We can help calculate organisational opportunities and support internal presentations, backed by award-winning implementation track records recognised by industry bodies.
Is my data secure when we work with you?
Operations occur within our clients' existing systems, Microsoft environments, ERPs or treasury management systems. Client data remains under their control and isn't repurposed for AI training or distributed externally. We use enterprise-grade AI platforms with appropriate protections. We collaborate with IT and security departments to verify regulatory compliance prior to engagement commencement.
Do you offer technology solutions as well as advisory?
Yes, technology implementation forms a core service component. Our team builds automation and AI solutions directly in client environments using Python, Microsoft Fabric, Copilot and existing infrastructure. We avoid requiring proprietary vendor platforms or creating client lock-in. Strong partnerships exist with major treasury system providers and relevant technology partners, enabling comprehensive technology support without external vendor dependency.
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