ERP for SACCOs, lenders and investment groups
Members, loans and savings with books that balance daily.
Problems we fix for financial services and SACCOs
Each one is a cost you carry today. Here is how the system removes it.
Loan schedules are maintained by hand
Member statements take days to prepare
Arrears are discovered when it is too late to act
A normal day, in the system
Each step updates the next one automatically. Nobody retypes anything.
- 1Member applies for a loan
- 2Loan appraised and disbursed
- 3Repayments collected and allocated
- 4Arrears followed up
Short films of businesses like yours.
Each one follows a working day in ERPNext, about two minutes. Sample businesses, fictional figures.
Set up for financial services and SACCOs
- Member recordsMembers, shares and savings with full history.
- Loan managementApplications, appraisal, disbursement and schedules.
- CollectionsRepayments by mobile money, check-off and bank.
- Interest and penaltiesCalculated by product and posted automatically.
- StatementsMember statements on request and on the phone.
- Portfolio reportsArrears, provisions and portfolio at risk.

- Portfolio at risk
- Loan ageing
- Member balances
- Interest income
What it runs on
5 modules working on one database. Open any one to see what it does.
Asked in every first meeting
Can it manage different loan products?
Yes. Each product has its own interest method, term, fees and penalties.
Can members receive statements on their phone?
Yes. Statements and balances can be shared through a member portal or by message.
What does an ERP for financial services and SACCOs cost?
It depends on your users, locations and modules. Answer four quick questions and see your estimate on the page.
See the price for your financial services and SACCOs business
Four quick steps. You see your estimate on the page, with a brochure made for your business.







