Where Does Your Money Actually Go?
Most Businesses Track Numbers.
Very Few Understand Them.
CashProfit Niti AI reads your financial data the way a seasoned CFO would — and tells you what it means, before it costs you.
Every metric is benchmarked against real Indian SME patterns, not a generic global template.
Updated monthly, not yearly — so you act on this quarter, not last year.
What Keeps You Up At Night?
Every growing business circles back to the same six questions. Your numbers already hold the answers, CashProfit Niti AI is built to surface them.
"I'm busy all month, so why does the account run dry by the 25th?"
"Sales look good on paper — but is any of it turning into real profit?"
"Stock, debtors, payables — where exactly is my working capital stuck?"
"Before I hire, expand, or invest — can the business really carry it?"
"Am I improving quarter on quarter, or just staying afloat?"
"Of everything on my plate, what actually moves the needle this quarter?"
Meet CashProfit Niti AI.
How It Works — From Numbers To Understanding.
Financial data only becomes useful once you can see the relationships behind it. Three moves take you from scattered figures to a confident next step.
CONNECT YOUR DATA
Bring accounting, banking, and operating data together into one clean, always-current view. No more exporting to five different spreadsheets.
UNDERSTAND WHAT MATTERS
The AI filters out the noise and pinpoints the operational bottlenecks, margin leaks, and early warning signs actually worth your attention.
DECIDE WITH CONFIDENCE
Use clear, plain-English projections to plan your cash runway, size your next investment, and grow without second-guessing the numbers.
Ten Connected Views. One Unified Picture.
Profit, cash, working capital, and business health are never separate stories — a change in one shows up everywhere it matters.
Profit & Loss
Find exactly where revenue stops turning into profit, line by line.
Financial Summary
The three numbers every business owner needs to check, every week.
Cash Flow
Know your account is running low before it happens — not after.
Business Health
A rolling 12-month health check, on one colour-coded screen.
Cashflow Quality
Spot what is silently draining your cash every single month.
Balance Sheet
See if the business is truly solvent — or simply busy.
Cash Management
Track exactly how many days your cash sits idle in the business.
Capex
Check whether your asset investments are actually paying you back.
Financing
See if the business could survive a slow quarter on its current debt.
Profit Power
Track whether profitability is improving — or quietly eroding.
Meet CashProfit Niti AI — A Live Financial Portal.
Here is a sample view of what you see the moment you log in.
Q1–Q4 Profit Trend
Built Different.
Three reasons CashProfit Niti AI does what generic dashboards and global AI templates cannot.
Built for Indian SMEs
Every metric, benchmark, and workflow is designed around how Indian small and mid-sized businesses actually operate — not a generic global AI template.
CA-grade, AI-fast
Built on real chartered-accountancy expertise, then automated — so you get professional rigour at the speed of every month, not once a year.
Decisions, not dashboards
Every screen ends in a plain-English answer: what changed, why it matters, and what to do about it next. No chart left hanging without a verdict.
Who It Is For.
A single, always-current financial portal for SME owners who review numbers monthly but still feel in the dark.
SME owners who review numbers monthly
Owners who track numbers monthly but still feel in the dark about what they actually mean.
Founders planning to grow
Founders planning to raise debt, expand, or invest in growth.
Businesses tired of spreadsheet chaos
Teams tired of reconciling five spreadsheets to get one answer that is already out of date.
Anyone wanting a CFO view without CFO cost
Anyone who wants a CFO-level view without a CFO-level payroll cost.
Holistique Business Consulting Pvt. Ltd.
A profit catalyst for businesses of all sizes, across industries.
Holistique Business Consulting Pvt. Ltd. acts as a profit catalyst for businesses of all sizes and across industries. It lays out a clear pathway towards profit, progress, and prosperity for business owners and entrepreneurs.
The company is led by its Managing Director, CA Chanakya Shah, and supported by a team of CAs, CSs, and other experienced professionals.
CA-led
Managing Director CA Chanakya Shah
Multi-discipline
CAs, CSs, and other experienced professionals
Multi-industry
A profit catalyst for every sector and size
Book Your Free Financial Health Session.
A 30-minute walkthrough where we connect your numbers and surface the three insights most likely to move the needle this quarter.
CONNECT YOUR NUMBERS
Bring your last 12 months of P&L and cash flow. We do the rest — no spreadsheet cleanup required from you.
SEE YOUR HEALTH SCORE
Get a live, colour-coded Financial Health Score out of 100, with the three weakest links flagged.
WALK AWAY WITH A PLAN
A plain-English priority list for the next 90 days — yours to keep, whether or not you subscribe.