Frequently Asked Questions

Equistone FX analyses your organisation's cash position, inflows, and outflows to help you understand liquidity risk and make informed decisions about reserves. It combines data analysis with decision-support tools designed for finance and treasury teams.

Equistone FX is designed for businesses that manage cash reserves and financial risk as part of their day-to-day operations — including finance leads, treasury functions, and operations teams who need clearer visibility into liquidity.

No. The platform is built to present analysis and recommendations in a way that's accessible to finance professionals without requiring advanced modelling skills. Onboarding introduces the core workflows so you can get useful output quickly.

Generally, Equistone FX works with your existing cash flow, transaction, and reserve data. The exact data requirements depend on which features you use — our team can walk you through what's needed during onboarding.

We take data handling seriously and apply reasonable technical and organisational safeguards to protect information submitted to the platform. For full details, please refer to our Privacy Policy or contact us with specific questions.

Integration options depend on your current setup and the systems you use for accounting, banking, or treasury management. Reach out via our contact page to discuss your specific environment and what's possible.

Setup time varies depending on the complexity of your data sources and internal approval processes. Most teams are able to begin exploring initial analysis shortly after onboarding begins, with fuller configuration following over time.

Equistone FX is built to scale with the complexity of your cash management needs rather than strictly by company size. Smaller businesses with meaningful reserves to manage can benefit just as larger organisations with more complex treasury structures do.

Pricing depends on the scope of features and scale of usage your business needs. We don't publish a one-size-fits-all rate — please get in touch through our contact page so we can discuss what would suit your situation.

We're happy to discuss a trial or demonstration tailored to your use case. Contact our team to talk through what you're trying to achieve and we can advise on the best way to get started.

Our team is available via the contact page for any questions or support needs. We aim to respond promptly and help you resolve issues as they come up.

The best first step is to reach out through our contact form with a short description of your needs. From there, we'll guide you through next steps, including onboarding and any data requirements.