Reports & Audit
RBI-ready reporting, compliance monitoring, and business insights from day one.
See It in a DemoAvailable reports
Branch MIS
Branch Manager / OwnerDaily, weekly, monthly: collections, disbursements, outstanding portfolio, and NPA summary.
Portfolio Summary
Company Admin / OwnerTotal AUM, product-wise portfolio distribution, DPD analysis, and restructured loans summary.
Collection Efficiency
Branch ManagerCollection performance and recovery trends by agent, branch, product, and time period.
NPA Report
Credit Officer / AuditorRBI-classification DPD buckets, NPA accounts, and provision summary.
Cash Reconciliation
Accounts Staff / ManagerOpening balance, collections, disbursements, deposits, and variance analysis.
RBI Returns
Compliance TeamQuarterly and annual reports for RBI and regulatory requirements. Export-ready.
Audit Logs
Auditor / ComplianceComplete audit history for approvals, disbursements, collections, write-offs, and other key actions.
Agent Performance
Branch ManagerVisit completion rate, collection achievement, overdue recovery, and field activity performance.
Audit Trail
Every key action is securely recorded — who did it, when, and what changed. Loan approvals, disbursements, collections, write-offs, penalty waivers, and all other critical actions are automatically logged in the Audit Trail.
Key Benefits
- RBI inspection-ready reports
- PDF and Excel export
- Branch-wise and product-wise analysis
- NPA and DPD monitoring
- Collection performance tracking
- Complete audit history
- Compliance and internal audit support