Powerful features for every finance operation

From loan origination to collections, savings to chitfunds — explore everything RupIt offers to streamline your operations.

Core Module

Loan Management

End-to-end loan lifecycle management with automated EMI scheduling, interest calculation, and real-time tracking.

9+ Loan Types

Personal, gold, vehicle, property, business, agriculture, education, daily, and group loans.

Automated EMI Scheduling

Auto-calculate EMI amounts, generate schedules, and track payments with status (Pending, Paid, Partially Paid, Overdue).

Collateral Tracking

Gold weight & purity, vehicle registration & valuation, property details — tracked per loan type.

Loan Lifecycle

Pending → Approved → Active → Closed/Settled/Defaulted. Full audit trail for every status change.

Closure & Settlement

Loan closure with settlement summaries, waivers, write-offs, and outstanding balance calculation.

Field Officer Assignment

Assign loans to field officers for collection tracking, with performance dashboards.

Core Module

Savings & Deposits

Comprehensive savings products covering traditional Indian financial instruments with automated interest management.

Savings Accounts

Basic savings with configurable interest rates, deposits, withdrawals, and balance management.

Pigmi (Daily Collection)

Daily, weekly, or monthly collection savings — popular among microfinance customers in India.

Recurring Deposits (RD)

Fixed monthly deposits with maturity date tracking and automated interest calculation.

Fixed Deposits (FD)

Lump-sum deposits with interest computation, maturity tracking, and premature withdrawal penalty.

Transaction History

Complete ledger for deposits, withdrawals, interest credits, and penalties per account.

Interest Automation

Configurable interest rates with automatic crediting on schedule — simple and compound interest support.

Add-on Module

Chitfund Management

Complete management of traditional Indian rotating savings groups with auctions, payments, and commission tracking.

Chitfund Setup

Define total amount, monthly installments, duration, and maximum members per fund.

Member Management

Track members with ticket numbers, payment history, and auction winnings.

Monthly Auctions

Conduct discount-based bidding, record winners, and calculate dividend distributions.

Payment Tracking

Track member installments with multiple payment modes and overdue alerts.

Commission Calculation

Automatic foreman commission tracking based on configurable percentage.

Lifecycle Management

Upcoming → Active → Completed status tracking with full audit trail.

Core Module

Collections & Receipts

Field collection management with multi-mode payments, verification workflows, and real-time tracking.

Multiple Payment Modes

Cash, UPI, bank transfer, cheque, and online payments — all tracked in one system.

Auto Receipt Generation

Instant digital receipts with customizable prefixes and sequential numbering.

Verification Workflow

Pending → Verified/Rejected workflow to ensure collection integrity.

Daily Collection Summary

Real-time daily summaries broken down by collector, payment mode, and status.

EMI-specific Collections

Map payments directly to specific EMIs for precise loan balance tracking.

Collector Performance

Track individual field officer collection rates, targets, and efficiency.

Add-on Module

Investment Management

Track investors, investments, and returns with automated maturity and interest computation.

Investor Profiles

Manage investor accounts with unique IDs, contact details, and investment history.

Investment Tracking

Amount, interest rate, tenure, start/maturity dates — all in one view.

Simple & Compound Interest

Support both interest modes with automated maturity value calculation.

Maturity Alerts

Automated notifications before investment maturity dates.

Core Module

Reports & Analytics

8 built-in report types providing comprehensive insights into every aspect of your finance operations.

Loan Portfolio Report

Total disbursed, outstanding, NPA, and portfolio-at-risk metrics.

Collection Report

Daily/period collection trends, mode-wise breakdown, and target vs actual.

Overdue Report

Overdue EMIs by age bucket, defaulted loans, and risk classification.

Savings Report

Account summaries, deposit/withdrawal trends, and interest liability.

Daily Cash Report

Cash inflow/outflow, payment mode breakdown, and closing balance.

Customer Statements

Individual customer ledgers showing all transactions across products.

Platform

Multi-Tenancy & Platform

Enterprise-grade multi-tenant architecture with per-organization isolation, branding, and subscription management.

Organization Isolation

Every organization gets a separate, fully isolated workspace with its own data.

Custom Branding

Per-org logo, colors, tagline, receipt prefixes, and domain configuration.

Feature Flags

Enable/disable 16+ features per organization based on subscription tier.

Role-based Access

6 roles: Admin, Manager, Field Officer, Cashier, Accountant, Viewer — with granular permissions.

Subscription Management

Monthly, quarterly, half-yearly, or yearly billing with trial support.

Indian Compliance

INR currency, April fiscal year, Aadhaar/PAN support, and NBFC-ready workflows.

See all features in action

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