These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Micro-finance System
- Get started
Get Micro-finance System running in four steps.
Set up a pilot lending cycle and check its decisions and provider outcomes.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Micro-finance System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Micro-finance System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open Micro-finance System. Assign the people who will act as Credit Officer, Independent Credit Approver, Collector, Auditor and App Administrator. Confirm their organization membership before adding lending records.
Prepare the first operating cycle
Choose an active borrower and prepare a sample application with an owner, requested principal and supporting attachment. Have the independent reviewer decide on the submitted revision. Then follow a provider instruction through its evidence and account identity. Prepare a collection run and a repayment event to test the later handoffs.
Review before release
Check that the reviewer sees the same revision the officer submitted and cannot approve their own request. Compare the provider event with the instruction and account identity. Investigate an unmatched repayment and a receipt whose claimed effect is uncertain. Agree who owns each exception before extending the pilot. Use implementation for the full setup sequence and pricing for plan information.
Set up Micro-finance System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.