BofA adds Payments Insights to CashPro treasury suite

Bank of America's Payments Insights is the newest piece of CashPro Data Intelligence, an AI-powered suite that already includes cash forecasting and fraud-security scoring. CashPro processed 213 million payments in the first half of 2026, up 10% from a year earlier, according to the bank — volume that makes the case for automating the assembly and sorting of payment data rather than leaving it to analysts with spreadsheets.

Jennifer Sanctis, managing director and CashPro product executive, says the pressure on treasury teams to do more with less has only grown over the last two years, and that companies are not necessarily restructuring teams but looking to free people from manual work. A recent Deloitte report on treasury trends echoes the shift, saying agentic AI is moving beyond pilots to orchestrate entire workflows — cash flow forecasting, risk analysis, and fraud detection embedded directly into payment rails — and framing 2026 as a turning point defined by speed, control and resilience. Laura Fox, treasury director at Allegis Group and a member of BofA's CashPro Boards client advisory groups, says the value isn't just having more data but understanding it fast enough to act on it.

The open question is whether treasury staff are being retrained quickly enough to use these tools, and that is likely to determine whether the promised time savings materialize or the pressure simply shifts to new skills. For CFOs, the near-term test is how fast their finance and accounting professionals can bridge finance, technology and data, while companies also focus on improving straight-through processing and managing costs.