Organizations Overview

Learn how to create and manage organizations

An Organization in Modern Treasury centralizes all your accounts, operations, and team management. An organization can have many accounts and enables you to define granular permissions and controls using role-based access controls streamlining your operations and reporting.


Every organization is initially provisioned two environments, one live and one sandbox environment.


The live (or sometimes referred to as "production") environment is used to isolate actual money movement or tracking. Some or all functionality may not be available to you in your live environment based on your enabled products or based on your onboarding progress.


Every organization is provisioned a sandbox which can be used for testing and integration. The sandbox is fully functional, with feature parity to a production environment. We also provide sandbox-only functionality to help you simulate realistic workflows without risk. For example, you can simulate payment returns or specific reconciliation scenarios without moving any money.