Platform for Finance Ops

Finance Ops Automation

Unified Sales, Credit & Wealth management platform for Financial Services. We help transform your customer transaction & backend Ops - Go Digital.

Digital Lending

Lead Origination System

End-to-End digital lending stack for Lenders, Fintechs & DSAs. Manage your leads, undertake credit evaluation, BRE & processing. Dedicated modules for Sales management & Loan Underwriting.

📝
Lead Management

Manage lead routing, scale & expand lead flow

KYC Management

Embedded digital KYC processing of leads & workflow management

📊
Underwriting & Risk Management

Automate lead processing, integrate BRE & implement best-practices

🎯
Relationship Management

Customer management, generate offers & quotations

Lead Allocation Application Verification
New Ticket
AM
Arya Mehta
ND
Nitin Das
MK
Minal Kumari
Allocated
HS
Hardik Sen
JS
Jay Shah
KJ
Krupa Jain
Approved
DR
Dinesh Raval
PG
Priya Gupta
AP
Aman Patel
Open Leads
248
Avg. TAT
1.4 days
Approval Rate
68%

Loan Management System

Explore LMS for managing your Credit portfolio — from account opening to closure. Ideal for lenders & collection agents managing a loan book.

Loan Book Collections Delinquency
₹48.2 Cr
Active AUM
96.4%
Collection Eff.
3.6%
NPA Ratio
Monthly Repayment — Collected vs Overdue
Feb
Mar
Apr
May
Jun
Jul
Aug
■ Collected ■ Overdue
HL
Ramesh Sharma — Home Loan
EMI: ₹42,500 · Tenure: 180m · LAN: HL2024001
₹42,500
DPD 0
BL
Sunita Agro Pvt Ltd — Business Loan
EMI: ₹1,18,000 · Tenure: 36m · LAN: BL2024045
₹1,18,000
DPD 15
PL
Kavita Nair — Personal Loan
EMI: ₹18,200 · Tenure: 24m · LAN: PL2024112
₹18,200
DPD 60
💳
Loan management

Automate daily loan balance, schedules & charging, implement process driven workflows

📞
Collection Management

Manage EMI collections, integrate payments, automate appropriations

🔒
Lifecycle Management

handle account prepayments, settlements, account restructuring effortlessly

📉
Delinquency Management

Account classifications into non-performing assets, generate alerts & advisories

Wealth Tech

Wealth Management

A unified portfolio intelligence platform for investors, advisors and family offices to track, analyse and report on every asset class — all in one place.

📈
Multi-Asset Tracking

Stocks, Mutual Funds, Bonds, Real-estate, Insurance, NPS, FDs — tracked live with XIRR analytics.

Auto-Import Trades

Connect Zerodha, Angel One, Axis & other brokers. Daily trades sync automatically.

📄
Capital Gains & Holdings

Auto-compute LTCG, STCG & tax liabilities for month, qtr & year

🏦
Dedicated Customer App

Offer your client dedicated logins, account access through web & mobile app.

Portfolio Reports Tax
TOTAL PORTFOLIO VALUE
₹1,28,87,500
▲ +₹3,24,100  (+8.18%) this month
S
Equities
NSE / BSE
₹48,42,000
+12.4%
M
Mutual Funds
CAS Import
₹35,20,500
+9.1%
R
Real-estate
Commercial
₹45,25,000
−1.2%
XIRR
14.2%
LTCG
₹1.84L
STCG
₹62.8K
Assets
7 classes
Getting Started

Up and running in under 5 minutes

Create account & get started.No Coding or integration required.

Create your Account

Complete Sign up by registering using your Mobile & Email id. Validate Otp & Upload KYC to get access.

Select Product & Plan

Select Product offering & Subscription plans as per need.Take 15-day free trial & later subscribe as per need.

Get Started

Product Setup is user friendly.Check Product tutorials for walkthrough.Launch Product & get strated!

Fast & Reliable

Our Cloud based solutions help in fast & secure roll-out. Services & workflows are buinsess & time-tested. Ideal for Lenders,Fintechs,Wealth Managers & DSAs looking to scale business with RoI in mind!

Zero
Coding required

Requires no coding, launch your business & start using instantly

50%
Reduce Opex

Automate human efforts involved in Operations using our workflows

Elevate
User Experience

Offer Customer Convenience resulting in better turnaround

2x
Improve RoI

Lower Opex, High throughput & Improve Client Selection = Better ROI

Start Today

Automate Operations &
Scaleup your business.

No credit card required. Free Trial for 15 days.

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