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THE PLATFORM

One Platform.
Complete Cash Intelligence.

Upload your financial data. Get a forward-looking view of your cash. Identify idle balances. Decide what comes next.

PLATFORM OVERVIEW

Built Around What Comes Next

InvesTreasure is a cash flow forecasting and analytics platform. Upload your financial data and the platform builds a forward-looking view of your cash, flags idle balances, and surfaces the analytics your team needs to plan confidently.

Financial Data
Forecasting Engine
Analytics Dashboard
7-Day Cash ForecastUpdated today
MonTueWedThuFriSatSun
HOW IT WORKS

A Forecast That Understands Your Business

FORECAST ACCURACY OVER TIME
Week 162%
Week 278%
Week 391%

The platform analyses patterns in your historical transactions, not fixed averages, and builds a model specific to your business.

  • Adaptive LearningAdjusts as your cash patterns change.
  • Multi-Account AggregationOne view across all uploaded accounts.
  • Scenario ModellingTest cash impact before you commit.
YOUR DASHBOARD

Your Upcoming Cash Position, Laid Out Clearly

Updated every time you upload your financial data.

Cash Forecast View

Day-by-day projection across all accounts.

Idle Cash Alerts

Flags balances above your defined threshold.

Cash Analytics Summary

Plain-language breakdown, no formulas needed.

INVESTMENT OPTIONS

When You Are Ready to Act

InvesTreasure shows you the idle cash picture. For those who want to act on it, CKB Credit & Holding Pvt Ltd (a SEBI-registered Mutual Fund Distributor) is available as a separate, independent platform.

CKB Credit & Holding Pvt Ltd

SEBI-Registered Mutual Fund Distributor
  • Investment options: FDs and Mutual Funds
  • You execute independently on CKB's platform
  • InvesTreasure has no role in any transaction
  • Your decision. Your execution. Your account.
FOR FINANCE LEADERS

Whether you are a Business Owner dealing with fragmented account views, a Finance Manager spending hours on manual reconciliation, or a CFO making reactive decisions without early warning: the table below reflects what InvesTreasure changes for your team.

Enterprise Cash Visibility

For CFOs managing complex cash structures, InvesTreasure consolidates all uploaded accounts into one forecast view, without replacing your existing banking infrastructure.

YOUR CURRENT SITUATION
WHAT INVESTREASURE SHOWS YOU
Fragmented data across multiple bank portals
Single consolidated dashboard view
No visibility into upcoming cash position
7-day forward cash forecast
Idle cash undetected for weeks or months
Real-time idle balance flags
Manual export, reconcile, and re-check
Automated aggregation per upload
Reactive decisions based on yesterday
Proactive alerts before the shortfall
InvesTreasure is a cash analytics platform only. All analytics are for informational purposes. We do not provide investment advice.
SECURITY & DATA

Your Data Is Safe. Your Funds Are Always Yours.

“Read-only processing. We analyse. We never initiate.”

No fund movementInvesTreasure never initiates, holds, or moves funds
Read-only data processingFinancial data is analysed
DPDP Act 2023 alignedData handling built to meet India's data protection framework
InvesTreasure does not hold, move, or manage funds on your behalf.
WHAT'S NEXT

The Platform Is Just Getting Started.

These features are on the InvesTreasure roadmap and will be released progressively.

Coming Soon

RBI Account Aggregator

Real-time multi-bank connectivity replaces manual uploads.

Coming Soon

Instant Overdraft Protection

Predicted liquidity shortfalls trigger pre-approved OD offers via partner lenders.

Coming Soon

Credit Intelligence Engine

Cash Stability, Liquidity Risk, and Repayment Capacity Scores.

Coming Soon

Multi-Partner Ecosystem

Expanded investment and credit partner network beyond CKB.

Apply for the Pilot Programme›

InvesTreasure is a cash analytics platform. It does not provide investment advice or act as a mutual fund distributor. All analytics are for informational purposes only.