Early Access
The InvesTreasure Pilot Programme
Full platform access. Direct team support. First forecast ready the same day.
Limited Slots
Zero Cost
6 Weeks
For CA Firms
- CA firm with 5 or more active SME clients
- Clients with active current accounts at supported Indian banks
- Access to client bank statements in PDF or CSV format
- Willing to upload 3–6 months of client bank statements
- Open to a short onboarding call with our team
For Managing Partners & Senior CAs
- Looking to add treasury advisory as a service line
- Managing advisory for multiple SME clients
- Looking for a scalable, per-client analytics platform
InvesTreasure is a cash analytics platform. It does not provide investment advice.
WHAT YOU RECEIVE
What Pilot Partners Get
Full Platform Access
Every feature, unlocked from day one.
Dedicated Support Contact
One person. Not a ticketing system.
Direct Product Input
Your feedback shapes what gets built next.
Founding Partner Pricing
Lock in a preferential rate, permanently.
THE PROCESS
How to Get Started
01
Fill in the form
Takes 5 minutes.
02
Short intro call
We reach out in 1–2 business days.
03
You're live
First forecast ready the same day.
Programme Duration
The pilot runs for 6 weeks from your first upload. During this period, you have full access to the platform and direct support from the InvesTreasure team. For pilot-related communications, reach us at vigneshwarbalaji@investreasure.co.in.
What We Ask
Two 30-minute check-in calls: one mid-programme and one at the end. That is all.