Treasury governance,
scaled across your practice.
Bring policy-as-code, evidence chains, and audit-ready decision packs to every corporate client — through firm-led workspaces, with your delivery team in the loop.
Every client's treasury governance is a snowflake.
Each corporate client has its own bespoke treasury policy — usually a mix of Word documents, Excel sheets, Slack threads, and tribal knowledge held by one finance manager who occasionally goes on leave.
Audit support is a fire drill every year. You spend the week before the audit reconstructing evidence, chasing signatures, and explaining why the FX hedge ratio drifted in Q2. Your team bills hours on work that should already have happened automatically.
And there's no leverage — no way to scale governance expertise across the practice without hiring proportionally. Client retention sits on the line every time a major audit goes badly.
A productised governance practice.
Firm-led workspaces
One firm console across every client engagement. Isolated client workspaces underneath. You see across all of them; each client sees only their own.
Policy library, ready to customise
Prebuilt policy templates across 12 treasury decision domains — liquidity, debt, FX, payments, investments, exception handling. Clone, adjust, and deploy per client.
Audit-ready decision packs
Ship a sealed audit pack to your client at the end of every quarter — policy version, evidence trail, approvals, exceptions, executions. No manual assembly the week before the auditor walks in.
Segregation of duties, enforced
Maker-checker, requester-cannot-approve, break-glass with reason capture. Native to every decision flow. Hard to misconfigure, impossible to bypass quietly.
Delivery support during rollout
We partner with your implementation team during the first 3-5 client rollouts. Joint scoping, workspace configuration, policy authoring fluency, handover.
Charter Partner economics
Deeply discounted unit economics for the early cohort. Quarterly roadmap input. First-look access to new decision domains. Limited to six partner firms.
Six partner firms. One cohort.
Charter Partner is a closed cohort of six advisory firms that shape how Capallo gets built for the advisory channel. Pricing is deeply discounted in exchange for design-partner feedback, willingness to be a private reference, and a real go-live timeline.
Charter Partners get quarterly input into the product roadmap, first-look access to new decision domains, and a direct line to the founder during onboarding. Minimum commitment is twelve months.
Once the six seats are filled, Charter Partner closes. Later partner firms join under standard partnership terms.
Built for firms with leverage in mind.
- 01Mid-market accounting or advisory firms with 10+ corporate clients
- 02Outsourced CFO firms scaling client servicing
- 03Audit firms differentiating compliance and governance services
- 04Treasury advisory boutiques productising their methodology
Let's talk partnership.
45 minutes with the founder. We'll walk through Capallo end-to-end and figure out whether your firm fits the Charter Partner cohort.