Financial services
ERP, custom software and AI built around how your NBFC, insurance, investment, FinTech or lending business tracks risk and compliance.
ERP, custom software and AI for FinTech companies: track transaction status and reconciliation, manage compliance and support, connect to your ledger.
ERP, custom software and AI for insurance companies and agencies: track policy renewals and claims, manage agent commission, and connect to your existing ERP.
ERP, custom software and AI for investment firms: track portfolio performance and compliance, manage client reporting and billing, connect to your ERP.
ERP, custom software and AI for lending companies: track application-wise status and disbursal, manage recovery and compliance, connect to your existing ERP.
ERP, custom software and AI for NBFCs: track loan-wise status, repayment schedules and collections, flag NPA risk, and connect to your loan management system.
Why It Matters
The same team that connects your ERP can build the piece of custom software your business needs and the AI automation that removes manual reconciliation or reporting work, so nothing is handed off between vendors mid-project.
An insurer's claims workflow and a lending company's disbursal tracking are different problems. Each industry page here is scoped to the tracking that business actually needs, not a generic "fintech project".
How It Works
Step 1
We review how loans, policies or transactions move through your business today.
Step 2
We agree the ERP, software and AI pieces and a fixed timeline for you to review.
Step 3
Integrations, custom modules or automation are built and tested against your data.
Step 4
The system goes live and is watched closely in the first weeks of real use.
Step 5
The same team stays available for support and changes as your business evolves.
Why Us
Integration, custom development and automation are scoped and delivered together instead of by separate vendors.
You work with the engineers building your system directly, on your own operational data.
The team that builds the system stays available for support and changes as your business grows.
A project touching ERP integration, custom software and AI at once is scoped as a single engagement.
A lending NBFC ran collections on spreadsheets and let every branch close its own books, so the portfolio was never current. ERPNext put operations, collections and accounting on one system.
10 wk from kickoff to liveRead the case study (Lending NBFC)A microfinance lender ran group loans across many centers, with field collections on paper and books closed branch by branch. Odoo joined collections and accounting into one system.
9 wk from kickoff to liveRead the case study (Microfinance Lender)FAQ
Five financial services industries, each with a dedicated page: NBFCs, insurance, investment firms, FinTech, and lending companies.
No. The systems we build track loan, policy, portfolio and transaction data and flag items for review. Lending, underwriting and investment decisions remain with your licensed staff at every point.
We work with what you already run. The software and AI we build connects to your existing ERP, core system or loan management system rather than asking you to replace it.
Yes. Every financial services industry here is scoped to build the compliance documentation and reporting your regulator requires as part of the system itself.
Most engagements move from process mapping to a working pilot within a few months. Scope and timeline are confirmed after we review your current loan, policy or transaction workflow.
Yes. Most financial services engagements combine ERP integration, a piece of custom software for a workflow a generic module does not cover, and AI where it removes manual tracking work, scoped as one project.
