Finsta is a best Software for Non Banking Financial Companies and other financial institutions. Finsta is specially designed for loan management service systems Please contact for more details: Contact: 040 - 49493300 Mail id: info@kapilit.com Web: http://www.kapilit.com

2. Features
Web based ERP application
Hybrid Technology
All at one go
User friendly & Simplified software
Analytical Reports
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3. Introduction
 is a Software product specially made for Non
Banking Financial Companies and other Financial Institutions.
 has been designed with the State-of-the-art
technologies to reduce the organization operational cost and
analyze the work progress.
Module based online ERP
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4. Introduction
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• Personal Loans
• Vehicle Loans
• Consumer Loans
• Short Term Loans
• Long Term Loans
• Gold Loans
Various Loans

5. FiNSTA Modules Overview
The ERP Application is having a flavor of catering all
types of GL Accounts, Loans, CRM and MIS Reports.
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• General Receipt
• Payment Voucher
• Journal Voucher
• Bank Entries
• Cheques On Hand
• Cheques In Bank
• Cheques Issued
• Personal Loan
• Vehicle Loan
• Consumer Loan
• Term Loan
• Short Term Loan
• SMS Alerts
• Email
Notifications
• Complaints
• Referral Process
• Due Intimation
• Postal Alerts
• Accrued Interest on
Loans
• Disbursed & Closed
Report
• Collection Report
• Dues Summary
• Asset Classification
Report
GL ACCOUNTS LOANS CRM MIS Reports

6. Project Overview
 intends to have an application to facilitate their
processes like Unique blend of domain and technology
expertise aimed at re-defining the Lending operations –
Customer Acquisition, Loan Management and
Delinquency Management for NBFC’s and Financial
Institutions need technology solutions capable
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7. Application Menus
 Master Set Up
Transactions
General Reports
Finance Transactions – (Loan
Module)
Finance (Loan Module) Reports
Dash Board
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8. Master Set UP
Master Set Up Menu mainly consists of different
master forms which will flown in to other Modules.
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• Sub Category
• Bank Information
• Cheque Management
• Change Password
• Referral Master
• Scheme Master
• D O Management
Master Setup Menu

9. Transactions Menu
Transaction Menu mainly for making the AP/ AR
Transactions
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Transactions
General Receipt Payment Voucher
Journal Voucher Bank Entries
Cheques On Hand Cheques In Bank
Cheques Issued

10. General Reports Menu
 This General Reports menu is used to take care of the Account Receivables &
Account Payables of the organization viewing through various Reports.
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* Account Ledger * Cheque Returns
* Bank Book * Day Book
* BRS * Duplicate Advices
* BRS Statements * Duplicate Voucher
* Cash Book *Ledger Summary
* Cheque Register *Trial Balance, Comp. T.B
and Schedule VI T.B
* Cheque Enquiry *P & L and Balance Sheet
GENERAL REPORTS

11. Finance Transactions Menu
 Finance Transactions menu is used to make the transactions relating to the
Loan aspirants , Details of Guarantors, Co-Applicants, Type of Loan, Loan
authorization, Disbursal of Loan, EMI Generation, & Receipt, Short Closure of
Loans, Interest Calculations, SMS Alerts etc details through various Forms.
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* Application Entry * Short Term Loan Receipt
* Applicant Details * Security Cheques
* Co Applicant Details * Additional Information
* Guarantors Details * SMS Intimation
* Approval * Referral Process
* Processing Charges Receipt * EMI Receipt
* Loan Disbursal * Pre-Closure
Finance Transactions

12. Finance Reports
 Finance Reports module is used generate various reports pertaining to Loan
Types. MIS Reports are able to generate to know the Loans disbursals,
Closed, Pre Closure Loans , Dues Reports etc.
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* Loan Disbursed & Closed * Asset Classification Report
* Loan Wise Dues/ Summary * Accrued Interest On Loan
* Short Term Status/ Dues
Report
* Referral Commission Report
* Consumer Loan Details * Monthly Loan Wise Dues
* Loan Account Summary * Applicant Search.
* Finance Documents * Collection Summary/Details
* All Disbursed Loans * CIC Report
* Security Cheques Report * Cheque Return Details
* DO Enquiry/Report
Finance Reports

13. DASH BOARD
Dash Board module helps the Management Authorities
to know the details of Each Loan Wise status ( Collections,
Pending Dues and No. of Members etc).
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• Personal Loan
• Vehicle Loan
• Consumer Loan
• Short Term Loan
DASH BOARD

14. Thank you
14Kapil IT Solutions Pvt. LtdTuesday, March 1, 2016