Finance, Loan & DSA Software — Frequently Asked Questions

Leads to disbursement, loan book, EMI tracking & agent commission for DSAs and NBFCs.

Frequently Asked Questions

What is the best finance, loan & dsa software in India in 2026?

BecozAI is an all-in-one finance, loan & dsa software that brings lead & application pipeline, co-applicant & document collection and disbursement & commission tracking together in a single platform. It is GST-ready, runs on the web and a free mobile app for Android and iOS with offline mode, and comes pre-configured for loan dsa & connectors, nbfcs & micro-finance, home / personal / business loan agents — so you replace several disconnected tools with one system that is live in a few hours.

How much does finance, loan & dsa software cost?

BecozAI finance, loan & dsa software is free for the first 7 days, then starts at ₹1,200/month on the Starter plan. Every plan includes all modules, the mobile app and support; GST is charged separately, and longer billing durations (up to 5 years) reduce the per-month price — you save up to 30%.

Does BecozAI finance, loan & dsa software support GST billing and invoices?

Yes. GST-compliant billing, tax invoices and filing-ready reports are built into every finance, loan & dsa plan. Businesses outside India can switch to standard tax or VAT invoice formats instead.

Can I use finance, loan & dsa software on mobile and offline?

Yes. BecozAI finance, loan & dsa software includes a free mobile app for Android and iOS with a real offline mode, so your team can keep working when the internet drops. All data syncs automatically the moment you are back online.

Is there a free trial for finance, loan & dsa software?

Yes — completely free for 7 days, with no credit card required. You get the full Finance, Loan & DSA suite during the trial and can move to a paid plan whenever you are ready.

Does BecozAI work for loan dsa & connectors and nbfcs & micro-finance?

Yes. BecozAI Finance, Loan & DSA is pre-configured for loan dsa & connectors, nbfcs & micro-finance, home / personal / business loan agents and more, so you only see the tools your type of business actually needs — no clutter and no unnecessary modules.

Can I manage multiple branches or locations from one account?

Yes. Every paid plan includes 3 branches on a single login with role-based access for each location, and you can add more branches from your dashboard for ₹5,000 each.

How do I switch from Excel or my current finance, loan & dsa software to BecozAI?

You can start fresh in minutes or import your existing data. Our team sets up your dashboard, imports your masters and trains your staff — most finance, loan & dsa businesses are fully live within a few hours.

Is my finance, loan & dsa business data safe, and where is it stored?

Your data is stored securely in the cloud with automated backups and 7–30 day date-wise restore depending on your plan. Role-based logins, activity logs and OTP-protected sensitive actions keep everything secure and accountable.

Does BecozAI finance, loan & dsa software include loan book & emi schedule?

Yes. Loan book & EMI schedule is included, along with collections & overdue follow-up and agent mobile app — all in the same platform at no extra per-module cost.

Can staff have separate logins with limited, role-based access?

Yes. Create role-based logins so each staff member of your finance, loan & dsa business sees only what they need, while owners keep full visibility. Every action is logged for accountability.

How long does it take to set up finance, loan & dsa software?

Most businesses go live the same day. Because BecozAI is pre-configured for finance, loan & dsa, there is no long implementation — add your details, create staff logins and start billing within a few hours.

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