Every new flow is a project: a scheduled job, a script, a manual reconciliation, an alert on top. When the rules change — new market, new vendor, new compliance constraint — the engineering team rebuilds the plumbing. Treasury policy lives in a wiki; treasury execution lives in a hundred scripts.
Rules live in one place, expressed declaratively, version-controlled. New flows are new rules, not new projects. The treasury team owns policy; engineering owns the platform; the platform owns execution. Audit trails are automatic.
Rules fire on time-based triggers (schedules, cutoffs), event-based triggers (incoming payment, balance threshold, webhook from your system), or external signals (FX rate condition, holiday calendar, third-party API).
Composable predicates over the Pockyt ledger: balances, exposures, transaction history, open holds, sub-account state. Plus access to your own data via webhook lookups, so rules can reference your KYC state, invoice status, or any other operational signal.
Anything the Pockyt API exposes: sweep, convert, pay out, hold, route, notify. Actions are themselves auditable — every rule execution produces a structured "why" trace.
01
Declarative rule definitions
Express policy as code: triggers, conditions, actions. Version-controlled. Reviewable. Diff-able.
02
Composable across primitives
One rule can read balances from Treasury, trigger off a Checkout event, and issue a Payout. The primitives are designed to compose.
03
External signal integration
Rules can reference your own systems via webhook lookups: KYC state, invoice status, fraud signals, business logic.
04
Structured execution traces
Every rule firing produces a "why" trace — which triggers fired, which conditions evaluated, what actions executed.
05
Dry-run mode
Simulate a rule against current ledger state without side effects. See what would happen before deploying it live.
06
Human approval gates
Any rule can require human approval for actions above a threshold. The rule proposes; the human confirms.
Weekly sweeps, monthly currency conversions, end-of-quarter rebalancing. Anything currently run as a scheduled job becomes a rule, with the same determinism but a fraction of the maintenance.
"When seller balance exceeds threshold, on payout day, if no holds, pay out via preferred rail" — the kind of policy that's natural to write and a project to implement. Rules collapse the gap.
Incoming Checkout should route differently based on amount, source, or downstream context. Rules express that routing once; the platform executes it on every event.
Talk to our team about expressing your money movement as rules rather than as projects.