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• The application can be accessed from anywhere, anytime & from a browser any device of your comfort (Computer / Mobile / Tab).
• A dedicated website / mobile app is available if required at extra cost.

• Role based dashboards are available for branch users & administrators of the institution. The application offers pre-defined roles with relevant access control. Following are the available roles –
  • Branch Head – Access to open/close Day business, all transactional operations & MIS
  • Officer – Access to transactional operations & MIS along with approver powers
  • Counter / Cashier – Access to transactional operations and related MIS
  • On-field Operator – Access to transactional operations related to on-field operations such as membership creation, daily-deposit / pigmy collection and related MIS.
  • Bank Admin – Access to all MIS across branches

• Individual (Registration with shares if applicable)
• Group
• Firm (Trust, companies, etc)

• Design of Loan & Deposit Products with maturity/closure actions as per your schemes
• Automated interest runs every month/quarter/year as applicable to respective accounts

• All transactions go through a maker-checker mechanism.
• Transactions come with automated system generated narration along with provision for user notes.
• Every transaction is confirmed with a SMS to the customer*

• The application supports collection of payments towards a deposit or loan repayment by two modes – Semi-Automated & Fully Automated
  • Semi-Automated – The amount can be paid via UPI over a click of a button and then a transaction form is filled from customer side for the branch to approve. Doesn’t incur any additional charges.
  • Fully Automated – The amount can be paid via any payment modes and the transaction reflects automatically in the statement without any branch intervention. Does incur payment gateway service charges.

The application can be configured to give you a customised pre-printed documents for –

1. Share Certificates
2. Statement Headers
3. Loan Kit – Loan sanction letter with EMI schedule, No Due Certificate on closures.
4. FD Bond

Following MIS reports come pre-configured :

1. Transaction Report for a Date Range (receipts & payments)
2. Day Book cum Trial Balance for a Date range
3. Ageing Report (Loans)
4. General Ledger
5. Expenses report
6. Customer MIS
7. Profit & Loss Statement
8. Calendar Report

In addition, we will build 2 custom reports as per your needs and can build more at additional costs.

• Managing branch data
• Adding new branch
• Adding an employee to the branch

• Adding a new employee
• Approving new employee
• Adding tour plan to the employee for a particular date
• Printing tour plan
• Modifying an employee data
• Reliving an employee
• Transfer of an employee