AI & address book
AI assistant
Treasury's AI page is a chat assistant over your organization's own data — ask about balances, recent activity, or exposure and get answers grounded in your actual portfolio, in plain language.
AI insights
Alongside the chat, Mooneum generates standing insights over your portfolio, each labeled by type and severity (info, warning, critical):
| Insight type | Example |
|---|---|
| Anomaly | "Outbound volume this week is 4× your trailing average" |
| Forecast | "At the current burn rate, the operating wallet covers ~11 weeks" |
| Recommendation | "Idle USDC in the main wallet exceeds your stated buffer" |
| Explanation | "Why yesterday's portfolio value moved −3.1%" |
Insights are advisory — nothing acts automatically, and anything that moves funds still goes through your normal approval chains.
Address book
The Address Book is the org's list of verified counterparties: label an address once ("Landlord — USDC, Polygon") and it's recognized everywhere — in the ledger, in Pay's send flow, and in policy whitelist rules, which is how "only allow payments to known addresses" becomes a one-line policy.
Audit logs
Treasury also holds the org-wide Audit Logs page: every mutating action across every product — policy edits, approvals, key issuance, transactions — recorded with who, what, and when. It's the page your auditors will ask for.