TreasuryintelligenceforCAfirms.
The financial analytics platform that turns your clients' bank statements into treasury advisory.
Pilot programme open. No payment required.
Investment options available via CKB Credit & Holding Pvt Ltd
Your clients' treasury position, at a glance.
India's SMEs carry thousands of crores in idle current account balances, and no one is managing it.
The gap
Idle cash sits in current accounts earning nothing. The business owner knows it. The CFO knows it. But no one in the organisation has the time, the tools, or the mandate to act on it.
You already have the access
CAs see idle balances, file returns, and speak to the CFO every month. What they don't yet have is a structured way, backed by technology, to turn that knowledge into a recurring advisory income stream.
InvesTreasure fills that gap
We are the silent engine behind your treasury advisory. You deliver the service. You bill the client. We power the intelligence.
A CA managing 15 SME clients at INR 4,000/client/month advisory fee earns INR 54,001 net margin per month on the Silver plan.
How a CA delivers treasury advisory with InvesTreasure
Four steps. ICAI compliant. Entirely within your professional scope.
No integrations. No IT team. Your client's bank statement is all you need. Tally, Zoho Books, and Account Aggregator integrations added in phases.
Built for CAs Who Manage MSME Clients
Most CAs know their clients are holding idle cash. Few have the tools to prove it, quantify it, or act on it. InvesTreasure gives you a structured view of each client's cash position, backed by data, without any bank integration, IT overhead, or manual reconciliation. Upload a bank statement, get a 7 day forecast, and show your client exactly what is sitting idle and what it is costing them.
See available investment scenarios for your client's idle cash and invest on their behalf to get returns for your clients.
One platform, multiple clients
Manage cash insights for each MSME client from a single dashboard without mixing accounts or data.
Advisory ready analytics
Export treasury forecast reports your clients can read without a finance background.
No integration required
PDF or CSV upload only. No bank API, no IT team, no onboarding delay.
The business case, in plain numbers.
At a conservative advisory fee of INR 4,000 per client per month, well within ICAI's recommended minimum fee structure.
Illustrative example. Assumes CA charges ₹4,000 per client per month for treasury advisory services. Actual margin depends on your pricing.
Built for the relationship between CA and client. Compliant from Day 1.
ICAI Code of Ethics compliant.
You pay a platform subscription. You bill your clients for advisory. No payment flows from InvesTreasure to you as a fee. Similar to how CA firms subscribe to platforms like Zoho Books or ClearTax, you pay for the platform and set your own advisory fee.
You remain the professional. We remain the engine.
Your client's data stays within your advisory relationship. You are the controller. InvesTreasure provides the intelligence layer. No SEBI regulation is implicated at this stage.
Start with one client. Run your first forecast this week.
InvesTreasure Services Private Limited. Platform access only. Investment execution via partner platform. ICAI aligned CA partner model. No commission or referral fee paid to CA partners.