Fifteen minutes with our team is usually enough to show you where the idle cash is hiding — across every bank, every account, every rupee.
Most finance teams operate across multiple bank accounts, escrows, and credit lines. Idle surplus hides in transaction cycles — earning 0% while inflation eats it. Surplo parses your bank statements to map your cash flow patterns, uncover available surplus, and project exactly how much you can invest to generate optimal returns.
From overnight liquid funds to senior-secured bonds, from FDs booked across 8 banks to PMS mandates of ₹50L+ — Surplo brings every regulated treasury instrument under one dashboard, one view
By parsing your historical bank statements, Surplo maps your cash inflow and outflow patterns to calculate how much surplus is available and from when to when. It then buckets every rupee by horizon to match optimal instruments and maximize returns.
These modules aren't live yet — but they're already designed into your unified account. One login, every treasury motion.
Group health, fire & property, D&O, marine, cyber — quote, compare and issue every policy your company needs, from the same dashboard where your investments live.
One application. Offers from multiple banks and NBFCs. Compare rate, tenure, fees — then apply in a single click. No branch visits, no repeated paperwork.
Mutual funds, bonds, PMS, AIFs — all consolidated in one view. Capital gains reports, transaction history, audit trail, SEBI-compliant records. Downloadable as PDF or Excel, anytime.
Fifteen minutes with our team is usually enough to show you where the idle cash is hiding. Book a walkthrough — we'll bring the dashboard.