+1 678.466-2220 [email protected]
The Treasury Update Podcast by Strategic Treasurer

Episode 420

AI: The Automation Spectrum and Examples in Treasury (Valorean Technologies)

In this episode, Craig Jeffery speaks with Arjun Krishnan of Valorean Technologies about the automation spectrum in treasury, moving from rules-based processing and analytics to AI assistance and autonomous agentic systems. They discuss practical AI use cases including cash forecasting, hedge management, fraud detection, payment processing, document processing, reconciliation, and natural language interfaces, while emphasizing clean data, strong controls, explainability, and human oversight as treasury teams evaluate how to apply enterprise AI responsibly.

Enterprise AI for Treasury: A Guide to Agentic Implementation: https://amzn.to/4vTH8Fv

Host:

Craig Jeffery, Strategic Treasurer

Craig - Headshot

Speaker:

Arjun Krishnan, Valorean Technologies

Rick Scholz - Deluxe
Deluxe Logo

Subscribe to the Treasury Update Podcast on your favorite app!

The Treasury Update Podcast on Spotify
The Treasury Update Podcast on iTunes
Stitcher

Related Resources

Guide to Excellence in Treasury eBook
Precision & Power: The Role of AI in the Modern Treasury This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
Episode 412 - Treasury Update Podcast

Treasury and AI Governance: Who Owns the Risk?
In this episode, Paul Galloway speaks with Craig Jeffery of Strategic Treasurer about AI governance, operational risk, and the growing role of artificial intelligence in treasury. They discuss how organizations should approach AI adoption thoughtfully, balancing efficiency gains with oversight, accountability, and data quality. The conversation explores governance frameworks, human-in-the-loop controls, explainability, anomaly detection, vendor risk, and why treasury teams must understand both the opportunities and risks associated with AI-driven tools and automation.