Beagle for Modern Treasury.
Beagle puts Modern Treasury to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Payment operations software
See it work.
One thread: ask about your Modern Treasury in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the latest from Modern Treasury?
- Read this week's records in Modern Treasury
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two records need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A record changes - Beagle catches it in Modern Treasury, pulls what matters, and is ready to update it and post the recap. It goes out when you nod, not before.
What Beagle does.
With Modern Treasury connected, from day one.
Reads your Modern Treasury
Ask in plain language and Beagle answers from Modern Treasury - "what changed this week?" - in the channel, with sources attached.
Keeps Modern Treasury current
When a record changes, Beagle can update it and post the recap, waiting for your nod before it writes anything back.
Watches while you work
No prompt needed. Beagle notices the records that matter and brings them to Slack or Microsoft Teams.
Connect Modern Treasury to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Modern Treasury?
Yes. Connect Modern Treasury with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Modern Treasury?
Beagle watches Modern Treasury for when a record changes and is ready to update it and post the recap. You can also just ask it questions about your records in plain language.
Is the Modern Treasury connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Modern Treasury - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Modern Treasury workflows by hand.
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