RESOURCES

A useful place to begin.

Understand the workspace, prepare your records and see how the treasury workflows fit together.

Take the product tour

Explore the guides

Getting started

Find your workspace, confirm your entity access and prepare for your first treasury review.

Read the guide

Statement & ledger imports

See the supported AIF, PMS and ICF formats, what to prepare and what to review before applying records.

Explore imports

A guided product tour

Follow a treasury review from investments and liquidity to commitments, approvals and reporting.

Start the tour

COMMON QUESTIONS

Before you get started

Who is Sanchay built for?

Family-office finance teams, CFOs and enterprise treasury teams that need to bring investment oversight together with cash, borrowings, risk and policy.

How do I find my organization’s workspace?

Your treasury administrator can confirm your workspace name and access. Choose Login and enter that name to open your organization’s sign-in page. Each workspace can contain multiple entities and users.

Can I view more than one entity?

Entity View focuses on a selected entity. Global View brings together the entities you are authorized to access when your role permits it. Your administrator manages these permissions.

Does every action require a second approver?

Approval controls apply to governed workflows. Supported administrator exceptions are audited, and individual upload and review workflows have their own controls. The Governance page explains this scope.

Can Sanchay import any statement or ERP export?

Imports use supported formats: CAMS AIF statement-of-account PDFs, the PMS holdings CSV template and certified ICF ledger workbooks. The Imports guide explains how to prepare and review each type.

Are enterprise SSO and AI/ML available?

Enterprise SSO, AI/ML-assisted analysis and broader family-office investment coverage are planned. The roadmap separates these from current capabilities.

Find the right next step

Already using Sanchay?

Open Help & Support in your workspace to raise a question or issue, share supporting details, follow replies and review the resolution.

Find your workspace

Understand the controls

Learn how workspace access, entity permissions, governed approvals and recorded activity support treasury review.

Explore governance

See what’s next

Read about planned additions and how they relate to the capabilities available today.

View the roadmap

LET’S TALK TREASURY

Bring your questions to a demo.

We can walk through the workflows that matter to your team.

Explore a demo