Features

Features built around the real screens your lending team uses every day.

FinTrackX is not just a list of modules. It is a connected operating flow across collector mobile work, branch setup, collections, reporting, expenses, and access control.

Collector-first mobile work with dashboard, quick collect, and daily field actionsCustomer onboarding and loan setup connected to route, line, and repayment contextExport-ready reporting, line-aware access, and role-based branch controls

01Collector dashboard

A collector app that starts with today’s numbers, line scope, and quick actions.

The mobile dashboard brings daily collections, overdue pressure, weekly trend, route visibility, and next actions into one field-ready screen instead of making collectors jump through menus.

Daily summary cards for collection, disbursement, overdue, and expenses
Assigned-line awareness so each user sees the right operational scope
Shortcuts for customer creation, loan entry, expenses, reports, and quick collect

Assigned linesLine A, Line CToday’s collections, overdues, and quick actions in one place.

CollectedRs 11,900

Overdue10 accounts

DisbursedRs 4,200

Expenses5 entries

New customer Quick collect Reports

02Customer and loan setup

Create customers and loans quickly, with the details lenders actually need.

Teams can register customers with phone, Aadhaar, relation, address, route, schedule day, and location details, then create loans with disbursed amount, charges, installment count, and repayment schedule from the same workflow.

Auto-generated or manual customer IDs with validation
Route, location, and schedule assignment during onboarding
Loan setup with calculated installment amount and customer context

New CustomerNew Loan

Customer IDCUS-1042

RouteLine A

Identity and contactName, phone, alternate number, Aadhaar

Location and scheduleArea, map point, weekday, family reference

DisbursedRs 4,500

RepayableRs 5,000

Installments12 weekly

03Collections

Track today’s and overdue collections, then record payments in a few taps.

Quick Collect is built around due installments, search, and fast payment entry. That makes it easy to record full or partial collections without losing the loan, customer, or installment context.

Due and overdue collections surfaced in one collector-first list
Search by customer name or phone when the queue gets busy
Fast amount entry with cash or UPI collection methods

Search customer or phone

TodayOverdueThis week

CUS-1001 | Arun KumarInstallment #4 • Due today

Rs 500

CUS-1048 | Kavitha2 overdue installments • Line B

Rs 900

CUS-1082 | RameshCash / UPI collection available

Rs 450

04Reports

Operational reports that can be reviewed and exported the same day.

The reporting layer covers daily collections, expenses, and customer ledger views with date controls and export actions, so branch teams can close the day with formal output instead of manual report building.

Daily collection report with totals, payment split, and detailed rows
Expense report with date filter and export-ready summaries
Customer ledger views for account-level follow-up and reconciliation

Daily collectionsExpensesLedger

Total collectedRs 42,300

Cash / UPI split28 / 14

Rows73 entries

CUS-1042 | ArunRs 1,200

CUS-1088 | MeenaCash

CUS-1114 | KarthikUPI

Export PDF Export Excel

05Expenses

Capture field expenses clearly and keep them visible in branch operations.

Expenses are not treated as an afterthought. Staff can add entries quickly, review category and line context, and keep day-close visibility tied back to the broader operating workflow.

Add expense actions available directly from the workflow
Date-aware filtering and category-based tracking
Line-linked expense visibility for branches and operations managers

27 May 2026Line-aware

FuelCollector travel • Line A

Rs 320

StationeryBranch stock • Approved

Rs 180

Field visitReceipt uploaded • Pending review

Rs 540

06Controls and permissions

Role-based visibility and line-scoped control for real lending teams.

FinTrackX supports collectors, managers, admins, and staff with different access boundaries, permission templates, and line-based visibility so teams see only what belongs to their responsibility.

Permission templates and user-specific overrides
Line-based visibility for customers, loans, collections, and expenses
Audit-ready access changes for controlled operations

Permission templatesCollector, manager, admin, and staff defaults

Line-aware visibilityOnly assigned branch work appears in day-to-day screens

Audit-friendly changesAccess updates stay reviewable inside the admin portal