Everything you need to manage project financing, subsidy loans, and advisory services in one integrated platform
Track lifetime & current year metrics, monitor case stages from Lead to Disbursed, and analyze bank-wise performance with real-time insights.
Customizable user access levels, task assignments, and secure collaboration with auto-logout functionality for enhanced security.
Complete client profiles with comprehensive KYC documentation, business details, and existing loan information management.
Excel-like interface for financial data entry with automated ratio analysis and comprehensive downloadable reports.
Specialized workflows for Financing, Subsidy, and Advisory cases with detailed tracking and team collaboration features.
Comprehensive historical data access with powerful search, filtering, and export capabilities for detailed analysis.
Comprehensive tools designed specifically for CA professionals handling complex financial operations
Admin-only access to track agreed, received, and pending fees across all case types
Centralized management and download functionality for all sanction letters with dates
Master lists of bankers, valuers, and advocates with complete contact information
Dedicated views for personal tasks and assigned cases with status tracking
Complete tracking of cancelled cases with detailed reasons and documentation
Automatic security logout after 30 minutes of inactivity for data protection