Bankwise Consulting finds the fees your banks hope you won't notice, builds the cash forecast your CFO can actually trust, and hands your team back the hours they're losing to manual work, usually inside 90 days.
Every engagement starts here. These are the core disciplines behind every Bankwise scope, whether you need one or all four.
We go through statements line by line to find duplicated, unnecessary, or simply uncompetitive charges, then turn the findings into renegotiated pricing, not just a report.
Targeted assessments that surface where manual work is costing you time, and practical recommendations to automate it, so your existing team does more without adding headcount.
A rolling, week-by-week forecast built once and trusted every week after, giving you the liquidity visibility to plan ahead instead of reacting.
Account structures, controls, and payment timing, optimized for how your money actually moves, tightening cash outflows and financial control together.
Every Bankwise engagement starts as a scope, not a template. Select the modules that fit your treasury below (core services or faster add-ons) and we'll turn your selection into a proposal built around it.
Four phases, in this order, every time, because quick impact and lasting control aren't a trade-off when the sequence is right.
We identify cost savings and quick wins fast, without lengthy discovery before you see where the value is.
Prioritized initiatives and financial impact modeling, so every recommendation has a number attached.
Hands-on execution and best practices. We work inside your process, not around it.
KPIs, monitoring, and long-term value, so the gains outlast the engagement.