Collected
Rs 55,90035 payments
FinTrackXRoute-Aware Lending Operations Platform
Run lending operations with cleaner execution, clearer control, and more dependable reporting across branches, field users, and route-based collection teams.
Route-aware workflowsPermission templatesAudit-ready reporting
Why teams choose it
Simple software for lenders who want better control without more complexity.
FinTrackX helps branch teams run daily lending work in a more organized way. It keeps customer records, loans, collections, expenses, user access, and reporting in one place so teams can work faster and review the day more clearly.
Structured around branch operations rather than generic CRM screensBuilt for lenders that need field discipline, visibility, and formal reportingSuitable for customer onboarding, collections, expenses, user controls, and day-close review
Track the full lending cycle
Manage customers, loans, collections, expenses, and reports without splitting the process across different tools.
Give each user the right access
Keep admins, managers, and collectors focused on the work they are actually responsible for.
Review the day with confidence
See branch activity clearly, follow overdue pressure, and export reports when the day closes.
Core platform
What you can manage in FinTrackX.
The platform is built around everyday branch work, not generic business software. Teams can follow customer onboarding, lending, collection activity, expenses, permissions, and reporting inside one workflow.
Customer and loan workflow
Customer and loan workflow
Set up customers, create loans, and keep the lending record connected from onboarding to repayment.
- Customer onboarding with route, location, and map context
- Loan disbursement, installment schedules, settlements, and interest discounts
- Customer and loan profiles with linked transaction activity
Collection operations
Collection operations
Help field and branch teams record collections clearly and follow the right accounts every day.
- Daily due queues by line and assigned user
- Collector-friendly collection recording with route scope
- Receipts, running balances, and collection history
Branch controls
Branch controls
Give managers cleaner control over users, permissions, expenses, and operational accountability.
- Expense capture and approval workflows
- Role templates, user access rules, and access audit logs
- Staff navigation and action gating by permission
Reporting
Reporting
Review branch performance and export the reports teams actually need at the end of the day.
- Daily collections, expense summaries, and ledger reports
- PDF and Excel export for operational reporting
- Dashboard widgets for route, user, and portfolio views
Operational rhythm
How the workflow stays simple.
The goal is to help teams move through daily work in a clear order, from setup to collection to reporting, without losing track of responsibility.
Shared route plan for the full teamClear user responsibilities by roleOne review point before day close
Step 1Set up lines, users, and schedules
Define lines, assign field users, and map locations and weekdays so the entire team works from the same route plan.
Step 2Disburse and collect with context
Track customer onboarding, disburse loans, and record collections against the right installment, line, and collector.
Step 3Close the day with reports
Review collections, expenses, overdues, and route-wise activity from one dashboard before exporting formal reports.
Who it is for
Designed for normal branch users, not just technical teams.
FinTrackX is meant to be understandable to the people doing the work every day, whether they lead the branch, manage operations, or work in the field.
For branch owners
Get a clearer view of branch performance, collections, staff activity, and reporting from one place.
For operations managers
Follow daily execution, route discipline, overdue accounts, and expense activity without constant manual coordination.
For field teams
Work with the right customers, lines, and tasks instead of dealing with broad access and confusing follow-up.