Frequently Asked Questions
Answers to the questions we hear most often from finance teams evaluating Hoy Invexa. If you don't see what you're looking for, reach out through the contact options in our footer.
What does Hoy Invexa actually do?
Hoy Invexa continuously monitors your cash and reserve positions and uses automated models to identify where idle balances could be reallocated for better efficiency, without requiring manual review at every step. The goal is to keep liquidity working between your regular finance cycles rather than sitting static.
Who is this platform designed for?
Hoy Invexa is built for businesses and finance teams that manage meaningful cash reserves and want ongoing visibility and optimisation support, rather than relying solely on periodic manual reviews or spreadsheets.
How is Hoy Invexa different from a traditional treasury workflow?
Traditional treasury processes are typically reviewed on a fixed schedule — weekly, monthly, or quarterly. Hoy Invexa is designed to operate continuously, so shifts in your liquidity position can be identified and acted on sooner rather than waiting for the next scheduled review.
Do I need technical or financial expertise to use it?
No. The platform is designed to present information and recommendations in a clear format so that finance staff without a data science background can understand what is being suggested and why, before deciding how to act on it.
How does Hoy Invexa connect to our existing systems?
Hoy Invexa is designed to integrate with common financial data sources used by businesses to track cash positions. The specific integration steps depend on the systems you currently use, and our team can walk through this during onboarding.
Is our financial data secure?
Protecting client data is a core part of how Hoy Invexa is built and operated. We are happy to discuss our current data handling practices in more detail during onboarding so you can assess whether they meet your organisation's requirements.
Does Hoy Invexa make decisions automatically on our behalf?
Hoy Invexa is designed to surface analysis and recommendations. How much autonomy the platform is given over actual actions is configurable, so teams can choose a fully advisory setup or a more automated workflow depending on their internal policies.
How long does it take to get set up?
Setup timelines vary depending on the complexity of your existing systems and internal approval processes. Our team will provide a more specific estimate once we understand your current environment during the initial conversation.
What does pricing look like?
Pricing depends on the scope of your liquidity operations and which features you need. We discuss pricing directly with each prospective client so the structure reflects your actual usage rather than a one-size-fits-all model.
Can we cancel or change our plan later?
Yes, changes to your plan can be discussed with our team as your needs evolve. Specific terms around adjustments and cancellation are outlined in our Terms of Service.
Will Hoy Invexa work alongside our existing finance team's processes?
Hoy Invexa is intended to complement existing finance workflows rather than replace the judgment of your team. Recommendations are meant to support decision-making, and how they're incorporated into your broader process is up to your organisation.
How do we get started?
The best next step is to reach out using the contact details in our footer or the call-to-action on our homepage. From there, our team can learn more about your current setup and outline a suggested path forward.