Collected Today
₹0
Due Today
₹0
Active Loans
0
Active RD
0
Loan Outstanding
₹0
NPA accounts
0
NPA outstanding
₹0
Pending verification
0
Today's collections
| Account | Customer | Area | Installment | Status |
|---|
| ID | Name | Phone | Area | Score | Accounts |
|---|
| Loan ID | Customer | Principal | Installment | Outstanding | Status |
|---|
| RD ID | Customer | Daily | Days | Maturity | Status |
|---|
Manage areas / routes
Create your areas once here, then pick them from a dropdown when adding customers — no typing, no duplicate spellings.
Area-wise outstanding
Add expense
Expenses
Pay salary
Salary payments
Profit & interest report
Cash basis — for the selected period (income when collected, costs when paid)
Accrual view — interest earned to date (whole book)
Bulk import (spreadsheet)
One row per loan or RD. Repeat the same customer (same phone) for multiple accounts. Use already_paid (loan ₹ collected so far) and days_paid (RD days collected so far) for opening balances, then go live from today.
Columns
Common: name, phone, area, address, idproof, nominee, assigned_staff (staff name, e.g. "Sunil Kumar"), type (loan/rd), start_date (YYYY-MM-DD)
Loan: principal, annual_interest, frequency (daily/monthly), tenure (days or months), installment (blank = auto), already_paid
RD: daily_deposit, rd_rate, tenure (days), days_paid
Loan: principal, annual_interest, frequency (daily/monthly), tenure (days or months), installment (blank = auto), already_paid
RD: daily_deposit, rd_rate, tenure (days), days_paid
Add investor
Capital in / withdrawal
Investors & ownership
Cash flow statement
Cash flow detail
Balance sheet (as of today)
Verification
Everything your staff record waits here. Nothing affects balances or customer passbooks until you verify it. Once verified, it moves to the passbook and out of this page.
1 · New onboarding — customers, loans & RD
2 · Daily collections to verify
Collections recorded by staff, grouped by day. Compare with the cash handed in, then verify the day or each entry.
| When | Action | Details | By |
|---|