"Websoftex Web Based Online SHG Microfinance Software
Beyond Your Understanding"

Your Favorite Source of SHG Microfinance Software in Gwalior

A Microfinance software is a specialized financial technology solution designed to streamline the operations of microfinance institutions (MFIs). These software systems support a wide range of microfinance activities including loan management, savings accounts, client tracking, and reporting. The primary goal of microfinance software is to increase efficiency, reduce administrative costs, and improve service delivery to low-income clients. They often feature modules for loan origination, credit scoring, disbursement, repayment tracking, and portfolio management, ensuring that MFIs can effectively manage their financial products and meet regulatory requirements.

Moreover, microfinance software enhances accessibility and financial inclusion by integrating mobile and online banking features, allowing clients to access services remotely. This is particularly important in regions with limited banking infrastructure. Advanced systems may also offer data analytics capabilities to help MFIs assess risk, monitor performance, and make informed decisions. By automating routine tasks and providing real-time data, microfinance software helps institutions focus on their mission of empowering underserved populations through financial services.

Some features of JLGs

  • Members should have a common activity.
  • Members need not to have a land title.
  • Members should be of the same village.
  • Only One member of a family can become a member of JLGs.
  • Members should not be a defaulter of bank loan.
  • Member should hold regular meetings.

Key Features of Software

  • This software is a complete solution to automate your SHG/JLG Microfinance Software finance or pawn broking finance business.
  • In this software you can record full information regarding every Loan. Information includes Customer and Guarantors, as well as financial details, current status, Interest schedule, previous loan details, letters, loan transactions, and notes. Thus all information is easily accessible.
  • This software can produce Letters regarding overdue and auctioning of arrears, reminders etc.
  • Easily track your pledged item inventory and customer information in one place.
  • Comprehensive, flexible and user-friendly reports, in various formats export to excel and Pdf formats, Print to Graphic or Draft.
  • Simple and Multiple Interest Scheme types and payment options.
  • This Software produces multiple Receipts at the same time.

Key Business Benefits

  • Maximize accuracy, thus increase the profit for business and reduce losses.
  • Reduce Manual work, Increase your time to think creatively.
  • Improved profitability, productivity, efficiency and competitiveness.
  • Advanced search option makes easy to find key information fast.
  • Software helps to keep all customer information in one place.
  • Better and more improved customer service levels satisfaction.
  • Overall improvement in business reporting and management.
  • Integrated accounting management helps to avoid the audit submitting process.
  • Accuracy in interest calculation that keep away from man made errors.

web & mobile based

Web & Mobile Based

user friendly

User Friendly

robust & secured

Robust & secure

cost-effective

Cost Effective

Overview

Welcome to Websoftex SHG Microfinance Software is the finest and customized software tool for managing your Microfinance Software of any type.

Overview

Websoftex SHG Microfinance Software is a powerful Online web based and windows based GUI based application integrated with core banking system designed to take care of all aspects of your societies business with utmost care.

Overview

The highlight of this software is in its comprehensiveness and the simplicity with which it handles complex tasks with ease.

Websoftex SHG Microfinance Software Feature Highlight

Overview

Multi-user Online web based with Multi Branches

Overview

Extremely Functional and user friendly with user drivers operation

Overview

Attractive and well said reports format

Overview

Report export facility to various useful formats such as Ms Word. Ms excels. Customized and user defined reports

Overview

Day book and Trial Balance, General Ledger & Financial Statements

Overview

Modular design with proper integration to ensure trouble-free operations without undue complications.

Overview

Optimum security of operations which is very essential for financial transactions

Overview

Comprehensiveness in coverage - a feature absolutely necessary to meet all requirements

Overview

User-friendliness which ensures hassle free usage

Overview

High flexibility with expandability and upgradability. The software can be used by all societies and can be easily upgraded/expanded to cover more activities whenever required

Overview

Control over operations with in-built checks and balances, authorization procedures, etc.

Overview

Elimination of scope for tampering of data

Overview

The system is designed to work for network environment to access the information & update the data by different users simultaneously.

Overview

The software is capable of handling huge volumes of transactions without any difficulty

Admin Panel Detail:VIEW SCREENSHOT

Dash Board

COMPANY

  • Profile
  • Add Promoter
  • View Promoter
  • Donor Add Fund
  • Director Add Loan
  • EOD/BOD
  • Change Password
  • Lock Setting
  • View Login Details/li>
  • Unencumbered Deposit
  • Get SMS BALANCE
  • Create Financial Yearr
  • View/Update Financial Year
  • Update Company Logo
  • Update Content
  • System Setting
  • Software Configuration
  • SMS Setting Process

MANAGE MASTER

  • Manage Service Tax
  • Update Bank Details
  • Create State
  • View/Update State
  • Create District
  • View/Update District
  • Create News
  • View/Update News
  • Add IP Address
  • View/Update IP Address
  • Create Gallery Category
  • Create Gallery
  • Manage Popup Screen
  • View Recruitment

Manage Branch

  • Create Branch
  • View/Update Branch

REQUEST

  • Add Balance Request
  • Online Request
  • Complaint / Help Request
  • Feedback / Appreciation Report
  • Assign Request To Branch
  • Share Transfer Request
  • Debit Request Service Center
  • View Share Application/Request
  • Member Request Enquiry
  • Pending Upload Document For Approval
  • Verify Member KYC

BANKING MASTER

  • Relationship
  • Fee Parameter
  • Plan Parameter
  • Approvals Limit Parameters
  • Deposit TDS Parameter
  • Service Deduction

Loan

  • Create Loan SubProduct
  • Add Loan Interest Type
  • View Loan Interest Type
  • Add Collateral Category
  • View Loan Product
  • Add Document Category
  • Add Document List
  • Add Processing Fee With Slabs
  • Loan Calculator
  • Interest Calculator
  • Create Loan Purpose
  • View Loan Purpose
  • Delete Loan
  • Create Loan Scheme
  • View Loan Scheme
  • Delete Loan EMI
  • Add Charges To Loan
  • View Loan Charges Report

HR Module

  • Designation Master
  • Manage Designation
  • Designation Menu Rights
  • Designation Tree View
  • Branch User Rights
  • Service Center User Rights
  • Training Menu
  • Create Employee
  • View/Mange Employee
  • Salary Master
  • Employee Attendance Daily
  • Create Monthly Attendance
  • Create Salary
  • Make Payment Salary
  • View Monthly Attendance
  • View Paid Salary
  • Salary Summary Report
  • View Staff User

LOAN

MANAGE LOAN PRODUCT

  • Create Loan SubProduct
  • Add Loan Interest Type
  • View Loan Interest Type
  • Add Collateral Category
  • View Loan Product
  • Add Document Category
  • Add Document List
  • Add Processing Fee With Slabs
  • Loan Calculator
  • Interest Calculator
  • Create Loan Purpose
  • View Loan Purpose
  • Delete Loan
  • Create Loan Scheme
  • View Loan Scheme
  • Delete Loan EMI
  • Add Charges To Loan
  • View Loan Charges Report

MANAGE OTHER CHARGES

  • Add Bouncing Charge
  • Add Penalty Charge
  • Add OverDue Charge
  • CIBIL Score Details

MANGE VENDOR

  • Add Product Category
  • Add Product Vendor
  • View Product Vendor
  • Vendor Transactions
  • Pay To Vendor

REPORTS

  • Pending Loans For Approval
  • View Approved Loan Accounts
  • Dis. Payment Pending Loans
  • Bulk Loan Approval
  • Disbursement Register
  • View Collection Report
  • View Rejected Loan Accounts
  • View Closed Loan Accounts
  • Customer Payment Details
  • Loan Balances
  • Loan Summary Report
  • Foreclosure Loans Waiveoff Request
  • Loan Repayment Details
  • View Co-Applicants Report
  • OverDue
  • Vehicle Loan Inst Pending Rpt.
  • Loan Inst Pending Report
  • Provisional Interest
  • Demand Sheet
  • Progress Report
  • Loan Waiveoff Report
  • WAITING LOANS REPORT
  • Agent Business Report
  • Loan Nominee Details
  • Loan Part Payment
  • Waiveoff Request Report
  • Check Cibil Score
  • Memberwise Disbursement Rpt.
  • EMI Payment Estimation
  • View Mortgage Request
  • View Mortgage
  • CIBIL Report
  • Mortgage Closure Request

GROUP LOAN REPORT

  • View Group REPORT
  • View Group Member
  • Active Group Loan
  • OverDue Report
  • Group Loan Closed
  • Group Loan Summary

MANAGE AGENT

Manage Payment

  • Payout Request Date
  • View Payout
  • Introducer Change
  • Promote Staff
  • Deduction
  • Depromotion

Reports

  • Staff Wise Collection Report
  • Self Business
  • TDS Report
  • Agent Downline Customer
  • Daily Collection Report
  • Agent Business Report
  • Agent Progress Report

Master

  • Policy Change Option
  • Manage Commission

Accounting

Group

  • Create Group
  • View Group

Ledger

  • Create Ledger
  • View Ledger
  • Profit & Loss Transfer

Reports

  • SubDay Book
  • General Ledger
  • CashBook
  • BankBook
  • Receipt and Payment A/C
  • Trial Balance
  • Profit and Loss A/C
  • Balance Sheet
  • GL DayBalance
  • Check Balance MisMatch

Transaction

  • Voucher Entry
  • Update Share Distinctive
  • Update Share Folio No
  • Ledger Change Cash To Bank

Voucher

  • Receipt Voucher
  • Payment Voucher
  • Journal Voucher
  • Cash/Bank To Bank/Cash Transfer
  • View Voucher
  • Transfer Head Office To Branch

Manage Vendor

  • Vendor Enrollment
  • View Vendor Enrollment

PAYNMENT GATEWAY

  • Request For NEFT
  • Payment Getway Setup
  • NEFT/RTGS/IMPS Setup
  • Payment Getway Charges
  • Update Virtual Account
  • Websoftex Cibil Setup

Reports

Pigmy Withdraw

  • PW balance
  • PW closed

SHARE

  • Share Transaction
  • Share Holder Report
  • Share Transfer Report

GENERAL

  • Daily Collection report
  • Branch Collection Report
  • Total Collection report
  • Pending Installment Details
  • New Branch Collection Report
  • Deleted A/C Report
  • Late Fees Report
  • Share Report
  • Maturity Report
  • Closed Pre-Maturity Report
  • Closed Maturity Report
  • Deposit Balance Report
  • Agent Ewallet Balance
  • NEFT Request Report
  • Active/Inactive Accounts History

REPORTS

  • Member Enrollment Report
  • Group Enrollment Report
  • Transactions Report
  • Approve Transactions Report
  • SMS Charge Deduct Report
  • Member Deposit Report For NDH
  • Virtual Account Report
  • Corporate Account Statement
  • E-Collection Report
  • Fund Position Report
  • NEFT/IMPS Payment Match From Bank
  • Duplicate Member Report
  • Collection Alert Status
  • Member KYC Status Report
  • View Standing Instruction

BUSINESS REPORT

  • TD Maturity Expiry
  • NDH-3 Report

SERVICE CENTRE

  • Service Center Business
  • Member Registration Report
  • Service Center Balance

Branch Panel Detail:VIEW SCREENSHOT

Dash Board

OPENING ACCOUNT

  • Create Member Request
  • Open Pigmy Withdraw Account

Apply Loan

  • Disburse Loan
  • Loan Emi Payment
  • Apply Group Loan

ALERT

  • Loan EMI Receivable Today

TRANSACTION

  • Approval Transactions
  • Rejected Transactions
  • Apply Now
  • Cheque Recounciliation
  • Loan Disbursement Payment
  • Loan Disbursement Interest Type
  • Loan Dis. Int. And Pro.Fee Type
  • MIS Interest Pay
  • Loan Emi Payment
  • Add Staff E-Wallet
  • Loan EMI Receivable Today
  • Online Request
  • Approve Vouchers
  • Complaint / Help Request
  • Feedback / Appreciation Report

TRANSACTION REPORT

  • Cheque Recounciliation Report
  • Transactions Report

SERVICE CENTER

  • Add Credit Service Center
  • View Credit Request
  • Credit History

CUSTOMER ENROLLMENT

  • Customer Registration Request
  • View Registration Request
  • View Customer Enrollment
  • Upload Document
  • Customer Account Details
  • Create Centre Name
  • view/update Centre Name
  • Create Group
  • view/update Group
  • Add Customer Bank Details
  • View Customer Bank Details
  • 15G/15H
  • Update Customer Request
  • View Member Request
  • View 15G/15H Documents

REPORTS

  • Member Enrollment Report
  • Group Enrollment Report
  • Member KYC Status
  • 15G/15H Member List

BANKING

Pigmy Withdraw

  • Pigmy Withdraw Opening
  • View Pigmy Withdraw
  • Pigmy Withdraw Ledger
  • Pigmy Withdraw Closure

LOAN

MORTGAGE

  • MIS Opening
  • View All MIS Reports
  • MIS Renewal
  • MIS Ledger Report
  • MIS Pre Maturity
  • Pay Maturity

LOAN

  • Loan Calculator
  • Interest Calculator
  • Apply Loan
  • View Applications
  • Provisional Processing Fee
  • Disburse Loan
  • Pending Disbursal payment
  • Repayment Schedule
  • View Loans
  • Create Ecs Details
  • Add Charges To Loan
  • View Loan Charges Report
  • ForeClosure Loan
  • Loan Part Payment
  • Waiveoff Request

LOAN REPORT

  • Loan Account Details
  • Loan List
  • Overdue
  • Loan Balances
  • EMI Due Report
  • EMI Payment Estimation
  • Without Emi Due Report
  • View Co-Applicants report
  • Loan Summary Report
  • Vehicle Loan inst Pending Rpt.
  • Demand Sheet
  • Progress Report
  • Loan Inst Pending Report
  • Loan Waiveoff Report
  • Memberwise Disbursement Rpt.
  • Agent Business Report
  • CIBIL Report

GROUP LAON

  • APPLY GROUP LOAN
  • Group Loan Bulk Apply
  • Grouploan Bulk Payment

GROUP LOAN REPORT

  • View Group REPORT
  • View Group Member
  • OverDue Report
  • Active Group Loan
  • Group EMI Due Report
  • Group Loan Balances
  • Loan Bulk Payment Report

PRINT

  • Loan Statement
  • List Of Letters
  • Applied Loans Report
  • Interest Received Report
  • overdue interest Received Rpt.
  • Collection Report
  • WAITING LOANS REPORT
  • Loan Nominee Details

LOAN SAVING

  • LS Opening
  • Search LS Accounts
  • LS Ledger

MANAGE VENDOR

  • Add Product Category
  • Add Product Vendor
  • view Product Vendor
  • Vendor Transactions
  • Pay To Vendor

E-NATCH

  • Loans For Create Mandate
  • Download Mandate File
  • Mandate Send File For Bank
  • Loan Emi File
  • Update Emi Payment
  • Upload NACH File
  • Update Mandate

ACCOUNTING

GL TRANSACTION

  • GL Receipt
  • GL Payment
  • Journal Entry
  • Cash/Bank To Bank/Cash Transfer
  • View Voucher
  • Cheque Reconcle
  • Journal Voucher
  • Salary Transfer
  • Approve Account Entry
  • Approve Transaction View

REPORTS

  • SubDay Book
  • GL DayBalance
  • General Ledger
  • Cash Book
  • Bank Book
  • Receipt and Payment A/C
  • Trial Balance
  • Profit and Loss A/C
  • Balance Sheet

LEDGER

  • Create Ledger
  • View Ledger

MANAGE VENDOR

  • Vendor Enrollment
  • View Vendor Enrollment

Reports

Pigmy Withdraw

  • PW Deposit/Withdraw
  • PW Interest
  • PW Balance
  • PW Closed

STAFF ENROLLMENT

  • Create Staff
  • View Staff Enrollment

Reports

  • Staff Downline Customer
  • Daily Collection Report
  • Staff Business Report

Agent Panel Detail:

Dashboard

GOLD LOAN

  • Name : Kanasu K
  • E-Wallet Balance : 1000.00
  • Profile
  • My Account
  • Transaction
  • Genealogy
  • Reports

Profile

  • My DashBoard
  • Change Password
  • View / Update Profile

My Account

  • View E-Wallet
  • View Commission

Transaction

  • Make A Payment
  • Transaction Report
  • Mini Statement

Genealogy

  • Self Introducer Report
  • Agent Tree

Reports

  • View Customer
  • Installment Due
  • Monthly Business Report
  • Search Downline
  • View Loan EMI Due Report

Customer Panel Detail:

CIBIL verification

  • Profile
  • Account
  • Funds Transfer
  • Loans
  • Change Password

Profile

  • My DeshBoard
  • Change Password
  • View / Update Profile

Account

  • Account Summary
  • Account Statement
  • Deposits

Beneficiary

  • View Beneficiary
  • Add Beneficiary

Funds Transfer

Transact

  • Add Fund
  • Fund Transfer
  • View Transfer Request
  • View Fund Request

Loans

  • Loan Summary
  • Loan Calculator

CIBIL Verification Login :

CIBIL verification

  • Pending Applications Report
  • Verified Applications Report
  • View All Applications

screenshot demo:

Admin Panel Detail

Branch Panel Detail

Standard Support: M-F 10:00AM – 6:00PM In the customer’s time zone.
All-In-One Software for Remote Support and Online Meetings.

our Clients


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