Treasury AI & FIS Integrity Center of Excellence
Custom SQL Data Sources for FIS Integrity
Unlock the full potential of FIS Integrity with custom-built data sources tailored to your treasury team’s exact needs.
Some Treasury Management Systems, including FIS Integrity, allow you to create your own coded data sources — and that’s where real flexibility begins.
By developing and integrating custom SQL-based or scripted data sources, you can merge all relevant treasury datasets — from bank balances and cash positions to FX exposures and intercompany loans — into one dynamic structure. No more exporting to Excel, no manual reconciliations, and no time lost on repetitive reporting tasks.
Why Use SQL to Analyze Treasury Data
✅Fast & Direct Insights – Query large datasets in seconds without opening spreadsheets.
✅Real-Time Data Access – Work with live data straight from your TMS or database.
✅No Manual Errors – Reduce Excel copy-paste mistakes through automated queries.
✅Powerful Data Combination – Easily join and structure multiple data sources into one clean view.
✅ Scalable & Reusable – Re-run the same queries for daily, weekly, or monthly reporting.
✅ Perfect for Dashboards – Feed SQL outputs directly into Power BI or other BI tools.
✅ Flexible Customization – Adjust queries to match evolving business and treasury reporting needs.
✅ Secure & Controlled – Centralized data access reduces versioning issues and enhances control.
We turn complex treasury data into seamless, automated insights - no Excel needed -
These data sources can be connected directly to Power BI through a real-time API integration, providing live dashboards that instantly reflect updates in your treasury data. This setup delivers powerful visual insights into liquidity, forecasts, and exposures — without any manual refresh or data delay.
Why work with us?
At TMS Optimizer, we specialize in FIS Integrity optimization, helping clients design and implement both small and complex data sources that connect seamlessly with their existing environment. The result: faster access to accurate data, fewer errors, and a more efficient reporting process.
We ensure a quick turnaround and immediate value. Whether you need a simple report enhancement or a fully automated data model, our expertise in FIS Integrity interfaces, API connections, and Power BI integration ensures that your reporting setup is both powerful and effortless.