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Primary

Balances and treasury reporting

Machines read balances, transactions, FX rates and treasury reports in Primary. Access is read-only, so nothing is moved.

Add Primary to your team See every plugin

Already on WeMachines? Plugins → Primary.

  • Summarise my treasury portfolio
  • Show all balances by currency
  • List last week’s FX transactions

How it works

Click Connect and sign in to Primary. By default, each person connects their own account. Machines use the access of the person asking.

Developer
Primary Technology
Category
Finance
How it connects
Log in with Primary
Machines can
Read, and change what an admin allows
Website
primary.tech