The Corporate Treasury Guide: How to Manage Multiple Cryptocurrencies Efficiently
This article is written by Fortris Treasury management is changing fast. It’s no longer just about bank accounts and fiat. Bitcoin, Ethereum, stablecoins like USDT or USDC, and even more niche cryptocurrencies are becoming part of everyday operations for corporate treasurers. If you already manage a crypto treasury, you know the pressure. Juggling multiple cryptocurrencies isn’t optional anymore. Done well, it can strengthen liquidity, give your balance sheet more resilience, and help your team move quickly in volatile markets. But there are real challenges. Prices swing, security risks are higher, liquidity can be unpredictable, and compliance requirements are constantly evolving. To get the benefits without the pain, you need the right approach and the right tools. Keep all your crypto in one place Supporting multiple cryptocurrencies in one place is the foundation of a modern treasury. It starts with Bitcoin and Ethereum, but treasurers usually need to handle stablecoins like USDT and USDC, plus other assets that partners or clients may prefer. When you can manage everything in a single system, efficiency improves. There’s less manual tracking, fewer mistakes, and more time for actual decision-making. Best practices include: Set up your treasury so security and compliance are automatic Security is always the top priority. For treasuries, that means knowing when to use hot wallets for accessibility and cold wallets for safe storage. Both play a role, but relying on one alone creates unnecessary risk. You’ll also need to decide between custodial and non-custodial (self-custody) setups. Custodial wallets give convenience. Non-custodial wallets give more control but add responsibility. Many corporates land somewhere in the middle, using a mix. Multi-signature (multisig) protections are another key layer. They prevent any one person from moving funds unchecked. And with regulators paying closer attention, you’ll need clear audit trails and reporting baked into your system. Setting up security in this way reduces mistakes and keeps compliance from becoming a daily headache. Use task views and automate routine operations Even the most secure setup won’t help if your operations get bogged down. Tools that provide clear task lists and show pending approvals or anything holding up a transaction make a big difference. Automation also speeds up operations as well as cutting unnecessary costs. Automatic sweeps, consolidation of funds and transaction monitoring reduce manual work, limit errors and help lower operational costs. When you have clear visibility, you avoid delays and missed actions, and this gives the treasury team more time to focus on strategy instead of firefighting. Use dashboards and analytics to guide decisions Numbers matter. Treasurers need dashboards that show inflows, outflows, and KPIs at a glance. Real-time reporting gives you the ability to step in before issues turn into problems. Analytics also help you spot trends. Where’s liquidity tightening? Which assets are overexposed? With the right insights, you make better calls and can explain decisions clearly to the CFO or board. Connect your treasury to the systems you already use A corporate treasury shouldn’t live in isolation. A well-run treasury connects seamlessly to payments, accounting and other financial systems. If your crypto operations don’t integrate smoothly, you’ll end up reconciling by hand and that’s where mistakes can creep in. Think about cross-border payments, fiat-to-crypto exchanges and day-to-day accounting. A system that plugs into what you already use will save endless time and prevent headaches at month end. Balance risk and opportunity across your crypto assets Crypto brings opportunity, but also plenty of risk. Volatility is the obvious one, but it’s not the only concern. You also need to plan for operational continuity, especially in high-risk markets where regulations or infrastructure can shift overnight. Some treasurers use crypto as a liquidity buffer. Others see it as diversification. Either way, risk management means putting guardrails in place so your strategy doesn’t get derailed by a sudden price swing or system failure. Look for a solution that lets you diversify holdings, set exposure limits, track liquidity across multiple cryptocurrencies, and maintain operational continuity with built-in safeguards. With these tools, you can act quickly and confidently, even in volatile markets. Choose a treasury system that covers all your needs Vendor evaluation is about trust as much as technology. Ask how the provider handles compliance, what security certifications they have, and whether their platform is built for enterprise use. When you’re evaluating solutions, focus on features that matter most: Also Read Join our Treasury Community Treasury Masterminds is a community of professionals working in treasury management or those interested in learning more about various topics related to treasury management, including cash management, foreign exchange management, and payments. To register and connect with Treasury professionals, click [HERE] or fill out the form below. Notice: JavaScript is required for this content.
Building an Actionable Roadmap for Implementing AI in Treasury
From Treasury Masterminds Everyone talks about “AI in treasury” as if it’s a switch you can flip between coffee breaks. It’s not. It’s a journey that starts with structure, not software. Below is a simple, pragmatic roadmap to move from ideas to impact—without wasting six months in PowerPoint purgatory. 1. Define the Problem, Not the Tool Treasuries love tools. But AI is not a tool—it’s a means to solve a problem. Start by defining where you lose time, accuracy, or control today. Common use cases: Each of these can be linked to measurable outcomes (reduce forecast error by 20%, cut manual hours by 30%, etc.). That’s how you define “success” before the first algorithm is even considered. 2. Assess Your Data Reality AI feeds on clean, structured, and accessible data. Treasury data rarely fits that description.Ask yourself: Run a “data audit.” It’s the dullest but most crucial step. You can’t forecast tomorrow’s cash flow with confidence if half your data lives in inboxes. 3. Pick One Use Case and Prototype Fast Don’t aim to “implement AI.” Aim to pilot one AI-powered use case. Start where: Good first projects: Run it as a 6–8 week pilot with clear KPIs. Prove the concept, then expand. 4. Build a Cross-Functional Team AI projects fail when IT “owns it” or Treasury “outsources it.” They work when Finance, Treasury, Data Science, and IT collaborate.Define roles early: This is also where you establish AI ownership inside finance—so you don’t rely forever on external vendors. 5. Implement Governance and Controls AI doesn’t eliminate controls; it creates new ones.Treasury should define: Document decisions as you go. AI in treasury should improve transparency, not mystify it. 6. Educate and Upskill the Team The fastest way to kill innovation is to let people feel excluded from it. 7. Measure, Iterate, and Scale AI is not “done.” It learns—or dies.After the pilot: By this point, you should have an internal framework and the confidence to apply AI thinking to other areas—FX exposure management, investment optimization, or working capital analytics. 8. Communicate Results Most CFOs don’t care about models—they care about outcomes. Quantify: Share results internally. Celebrate small wins. It builds momentum for the next project and helps shift the narrative from “AI experiment” to “strategic advantage.” Final Thoughts An AI roadmap is not about chasing buzzwords—it’s about building digital muscle in treasury. The goal isn’t to have a “smart treasury.” The goal is to have a faster, more informed, less reactive one. Start small, stay practical, and keep humans in charge of the machines. That’s how AI stops being a headline and starts being a habit. Also Read Join our Treasury Community Treasury Mastermind is a community of professionals working in treasury management or those interested in learning more about various topics related to treasury management, including cash management, foreign exchange management, and payments. To register and connect with Treasury professionals, click [HERE] or fill out the form below to get more information. Notice: JavaScript is required for this content.