FinanceX
Enterprise Financial Platform- A secure, scalable, and intelligent financial management platform that empowers enterprises to achieve financial excellence, transparency, and strategic growth in a rapidly evolving digital landscape.
Modules
Loan Management
Client & Group Management
Accounting Management
Risk & Credit Scoring
Notifications
Reporting & Analytics
Payment Integration
Workflow & Approval Management
Loan Management
- Loan application / approval workflow
- Loan products (Flat, Declining)
- Repayment schedule (EMI calculation)
- Penalty & overdue handling
- Reschedule / refinancing
- Multi-level approval workflow (Branch → HO)
Client & Group Management
- Customer onboarding (KYC)
- Individual / group clients
- Client lifecycle tracking
- Customer segmentation
Accounting Management
- General Ledger (GL)
- Journal entries
- Trial balance / Balance sheet / P &L
Risk & Credit Scoring
- Rule-based scoring
- Credit scoring
Notifications
- SMS / Email alerts
- Payment reminder
Reporting & Analytics
- Financial reports
- Operational dashboards
- Contracts
Payment Integration
- Digital pay integration
Workflow & Approval Management
- Role-based approvals
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