TrackFina Admin

Cloudstier Solutions

About this app

TrackFina:
Smart Loan Management Made Easy
Your Complete Financial Tracking Solution
Streamline Collections & Boost Efficiency
Manage Agents, Customers & Loans in One Place
Your Finance Business, Simplified!

Are you running a finance business and looking for an efficient way to manage loans, track collections, and monitor your agents? TrackFina is the ultimate solution designed specifically for micro-finance companies, money lenders, and finance businesses.

KEY FEATURES:

Dashboard & Analytics:
- Real-time dashboard with key metrics and insights
- Track total disbursements, collections, and outstanding amounts
- Visual charts and reports for better decision making

Loan Management:
- Create and manage Daily, Weekly, and Monthly loans
- Track loan disbursements and repayment schedules
- Monitor EMI collections with detailed payment history
- Support for multiple loan types and configurations

Customer Management:
- Maintain complete customer database
- Store customer documents and photos securely
- Track customer loan history and payment behavior
- Quick customer search and filtering

Agent Management:
- Add and manage collection agents
- Assign routes and customers to agents
- Track agent-wise collection performance
- Real-time agent collection monitoring

Collection Tracking:
- Track pending, collected, and overdue EMIs
- Record payments with multiple payment methods
- Generate collection receipts instantly
- Settlement management for agent collections

Reports & Analytics:
- Daily collection reports
- Agent-wise performance reports
- Loan metrics and financial summaries
- Export reports for accounting

Expense Management:
- Track business expenses by category
- Manage petty cash and transfers
- Expense head and sub-head configuration

Capital & Partner Management:
- Manage capital partners and investments
- Track fund additions and withdrawals
- Partner-wise transaction history

Security Features:
- Secure login with OTP verification
- Role-based access control
- Data encryption and secure storage

Why Choose TrackFina?
- User-friendly interface designed for field operations
- Works offline with data sync
- Multi-company support
- Regular updates and improvements
- Dedicated customer support

Perfect for:
- Micro-finance companies
- Money lending businesses
- Chit fund companies
- Small finance institutions
- Individual money lenders

Download TrackFina today and take control of your finance business!

For support and queries, contact us through the app's Help Center.

What’s new

Initial Release