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India · For NBFCs, brokers and advisers

Digital transformation for NBFCs, insurance agencies and brokers, stock brokers, and wealth advisers in India. We build the systems that collect documents, track collections and renewals, and prepare reports. Your people make every credit, advice, and client decision.

Works with the tools you already use

We connect to the software you run today. Where nothing fits, we build the software you need.

  • Tally
  • Zoho Books
  • Finflux
  • LeadSquared
  • Perfios
  • Digio
  • Signzy
  • Credgenics
  • Exotel
  • Investwell
  • MProfit
  • WhatsApp Business
  • Power BI
  • Xero
  • QuickBooks
  • Zoho
  • Microsoft 365
  • Google Workspace
  • Salesforce
  • HubSpot
  • Slack
  • Notion
  • Stripe
  • Shopify
  • SAP
  • Oracle NetSuite
  • Odoo
  • Zapier

The problems we solve

Sound familiar?

  • Loan files wait days while bank statements, ITRs, and KYC papers are chased over WhatsApp
  • Credit staff re-type bank statement and document details into Excel appraisal sheets
  • Collections teams work from call sheets, and promises to pay are not tracked
  • Insurance renewals slip because follow-up depends on one person
  • Return filing and board reports are assembled by hand from LMS and Tally data
  • Agent and DSA payouts are worked out in Excel and often disputed

Done-for-you packages

Pick the problem. We build the fix.

Every package starts with a short scoping call, so what we build fits how your business actually runs. Pricing is quoted after scoping.

Package 01

Loan File Intake

For NBFCs and loan agencies. Documents collected and organised against each file, with your credit team checking and deciding.

  • Scoping step to map each file from login to disbursal and find where files wait
  • Document checklists and reminders over WhatsApp and email
  • Details pulled from bank statements and KYC papers into your system for your team to verify
  • Connection to your existing KYC, eSign, and eNACH providers, such as Digio or Signzy
Package 02

Collections Workflow

Bounced and overdue accounts listed, assigned, and tracked in one place, with calling rules your team sets.

  • Scoping step to review how accounts are assigned and followed up today
  • Daily lists from your loan system, assigned to callers and field staff
  • Promise-to-pay tracking and visit notes
  • Call-window and script rules set by you and kept visible to supervisors
Package 03

Renewals & Client Servicing

For insurance agencies, brokers, and wealth advisers. Renewals, SIP lapses, and service requests tracked, with messages your team approves.

  • Scoping step to list renewal dates, review cycles, and common service requests
  • Renewal reminders for staff and clients over WhatsApp and email
  • Statements, certificates, and quote comparison sheets prepared for your team to check
  • A payout statement for agents and DSAs built from your own grids
Package 04

Reporting & Records

Your loan, accounts, and client systems joined up, with regular reports and a tidy record behind each file.

  • Scoping step to list the returns and reports you build by hand
  • Connections between your loan system and Tally or Zoho Books
  • Draft report packs for your finance and compliance staff to review
  • Records kept clean, with compliance remaining with you and your advisers

How it works

Done for you, in five steps.

You explain how the business runs once. We do the building, connecting, and running.

  1. 01

    Scope

    A short discovery of how work actually flows today

  2. 02

    Prioritise

    The two or three uses with the clearest return

  3. 03

    Build

    Done for you, connected to the tools you already have

  4. 04

    Launch

    With your team trained and a human in the loop

  5. 05

    Support (optional)

    Monitored and improved after launch, on a monthly plan

Frequently asked

Will the system approve loans or give investment advice?

No. Your credit managers and advisers make every decision. The system collects, checks, drafts, and tracks.

Will this make us compliant with RBI, SEBI, or IRDAI rules?

No. Compliance stays with you and your advisers. Cleaner records, clear logs, and tidier reports can make your own reviews easier.

How do you handle borrower and client data?

We agree in writing what data we can see, where it is stored, and who can open it. We work only within the access you approve.

Can you work with our loan system and Tally?

Usually yes. Some systems allow deeper connections than others, and we tell you what is possible at the scoping step.

Do we need to replace our LOS or LMS?

Usually not. We start with what you run and add only what is missing.

Start with a short scoping call. We will tell you which package fits. If software or AI is not the answer to your problem then we will tell you what is.

A few lines is plenty.

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