Upload Bank Statements

Import and categorize bank transactions automatically

📁
Drop your bank statement here
or click to browse files
.xlsx .xls .csv
Processing your statement...
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statement.xlsx
Processed just now
Total Transactions
0
Total Credits
₹0
Total Debits
₹0
Net Flow
₹0
CATEGORY BREAKDOWN

CATEGORIZED TRANSACTIONS

💡 Click on category to edit
Date Description Category Sub-Category Amount Regulatory Tags Status

Ready to import?

Review the categories above and confirm to push to Cash Position

Executive Dashboard

Last updated: Just now

📊
Total Borrowings 📊
₹2,450 Cr
📉
WACF 📉
10.2%
💰
Net Liquidity 💰
₹85 Cr
⏱️
Runway ⏱️
42 days

INSTRUMENT MIX

NCDs
₹980 Cr
Term Loans
₹612 Cr
ECBs
₹368 Cr
Commercial Paper
₹245 Cr
Others
₹245 Cr

MATURITY PROFILE

₹625 Cr due in 90 days
<1M
1-3M
3-6M
6-12M
1-3Y
>3Y

KEY RATIOS

✓ All Compliant
CRAR
16.2% (>15%)
DSCR
1.8x (>1.25x)
Gross NPA
3.2% (<5%)
Leverage
5.8x (<7x)

ACTIVE ALERTS

5 Active
🔴
₹25Cr NCD maturing
Axis MF - Series A
7 days
🟠
DSCR approaching threshold
Currently at 95% of limit
2 days ago
🟡
USD hedge expiring
SMBC ECB - $5M
15 days

Cash Position

Real-time liquidity view

Opening Balance
₹45.2 Cr
5 accounts
Total Inflows
+₹12.5 Cr
3 transactions
Total Outflows
-₹8.3 Cr
5 transactions
Net Position
₹49.4 Cr
✓ Positive

IMPORTED TRANSACTIONS

Date Description Category Amount Bank Status
No imported transactions yet. Upload a statement to get started.

Liability Book

Complete view of all borrowing instruments

ID Type Lender Outstanding Rate Maturity Status
NCD001 📜 NCD Axis Mutual Fund ₹150.00 Cr 12.5% 15-Mar-2026 Active
TL003 🏦 Term Loan HDFC Bank ₹200.00 Cr 9.8% 30-Jun-2027 Active
ECB002 🌐 ECB SMBC Japan ₹180.00 Cr 7.5% 15-Dec-2027 Active
CP012 📄 CP Market Issue ₹50.00 Cr 8.2% 15-Jan-2025 Active

Obligation Calendar

Track all payment obligations

📅
Calendar View

Coming soon in v2

Alerts & Notifications

Manage all treasury alerts

🔔
Alerts View

Coming soon in v2

Covenant Tracking

Monitor compliance across all facilities

📈
Covenants View

Coming soon in v2

FX Exposure

Foreign currency borrowing and hedge management

💱
FX Exposure View

Coming soon in v2

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