Finance & Loan Company Management Software

All-in-one for finance & loan companies — leads, applications, disbursal, loan book, EMI collection, agent commission and reports.

All-in-one for finance & loan companies — leads, applications, disbursal, loan book, EMI collection, agent commission and reports. BecozAI finance & loan company software is built for loan dsa & connectors, nbfcs & micro-finance, home / personal / business loan agents and more. Manage lead & application pipeline, co-applicant & document collection, disbursement & commission tracking, loan book & emi schedule — plus GST billing, role-based staff logins, reports, automated cloud backups and a free Android & iOS app with offline mode. Everything comes pre-configured for your type of business, so you can go live in a few hours instead of months, and it is free for the first 7 days.

Who it is for

Key features

Benefits

Frequently Asked Questions

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

BecozAI is a complete finance & loan company software that combines lead & application pipeline, co-applicant & document collection and disbursement & commission tracking in one platform. It is GST-ready, works on the web and a free Android & iOS app with offline mode, and comes pre-configured for loan dsa & connectors and nbfcs & micro-finance — live within a few hours.

Who is this finance & loan company software for?

It is built for loan dsa & connectors, nbfcs & micro-finance, home / personal / business loan agents, gold & vehicle loan providers, insurance & cross-sell agents — you get only the tools your type of business needs, nothing extra.

How much does finance & loan company software cost?

It is free for the first 7 days, then starts at ₹1,200/month. Every plan includes all modules, the mobile app and support; GST is charged separately, and longer durations (up to 5 years) cost less per month — you save up to 30%.

Is there a free trial?

Yes — completely free for 7 days with the full suite, no credit card required. Upgrade to a paid plan only when you are ready.

Can I manage co-applicant & document collection with this software?

Yes. Co-applicant & document collection is built in, along with disbursement & commission tracking and loan book & emi schedule — all included in every plan at no per-module cost.

Does it support GST billing and invoices?

Yes. GST-compliant billing, invoices and filing-ready reports are built in. Businesses outside India can use standard tax / VAT formats.

Does it work on mobile and offline?

Yes. A free Android & iOS app with a true offline mode is included, so your team keeps working even without internet — everything syncs when you are back online.

Can my staff have separate logins?

Yes. Create role-based logins so each staff member sees only what they need, while the owner keeps full visibility. Every action is logged.

Does it handle collections & overdue follow-up?

Yes — collections & overdue follow-up is part of the finance & loan company software, along with agent mobile app and full reports.

Can I manage multiple branches or locations?

Yes. Every paid plan includes 3 branches on one login with role-based access per location; extra branches can be added anytime for ₹5,000 each.

How do I switch from Excel, registers or my current software?

Start fresh in minutes or import your existing data — our team sets up your dashboard, imports your masters and trains your staff. Most businesses go live the same day.

Is my business data safe?

Yes. Your data is isolated and encrypted in the cloud with automated backups and 7–30 day date-wise restore depending on your plan, plus activity logs and OTP-protected sensitive actions.

Does it also work for home / personal / business loan agents?

Yes — home / personal / business loan agents and similar businesses use the same solution; the modules and terminology adapt to how you work.

Do I get reports and analytics?

Yes. Daily, monthly and custom reports — sales, collections, dues, staff and profitability — plus a built-in AI assistant to answer questions about your data.

How long does setup take?

Most businesses are live within a few hours. Because it is pre-configured as a finance & loan company software, there is no long implementation — add your details, create staff logins and start.

Do you provide training and support?

Yes. Onboarding help, staff training and ongoing support are included with every plan, along with WhatsApp and email assistance.

Related pages

Main industry

Finance, Loan & DSA Software

Related solutions

Loan DSA & Agent Software · NBFC & Lending Company Software · Microfinance & MFI Software · Gold Loan Company Software

Help

Finance, Loan & DSA Software FAQs