Field visibility
Managers cannot see where agents are or which customers they actually visited until the end of the day.
Loan collection software for NBFCs and their field teams
DailyRupee is loan collection software for small and mid-sized NBFCs in India. It gives field agents a mobile due list with one-tap collection and receipts, while managers get KYC verification, cash handover approval, live agent locations and portfolio reports such as outstanding, overdue and disbursements — all in one web app from ₹1,000 a year.
What is NBFC software?
An NBFC’s collection team is spread across areas and branches, and management needs controls as much as speed: who collected what, where the cash is, and which customers are slipping. DailyRupee is built around those controls while staying simple enough for field agents.
What problems do NBFC businesses face today?
KYC paperwork
Customer documents are collected on paper or in chat groups and are hard to verify or find later.
Cash reconciliation
Matching each agent’s collections with cash deposited takes hours and differences are discovered late.
Portfolio reporting
Outstanding, overdue buckets and disbursement figures are rebuilt in Excel for every review meeting.
How does DailyRupee help NBFC businesses?
Roles and areas
Admin, Manager, Data entry and Agent roles. Agents only see their own customers and areas.
KYC with approval queue
Photo, Aadhaar (masked), PAN, bank details, signature and documents captured on the phone, then verified by a manager.
Live agent map
See agents who are checked in on a map, replay a day’s route and check distance travelled and attendance.
Cash handover
Agents submit the day’s cash; managers accept or reject and differences are recorded.
Portfolio reports
Collections, outstanding, overdue, disbursements, agent performance and P&L, exportable to CSV.
Credit score per customer
An A–E grade from repayment history helps decide top-ups and renewals.
How do you get started?
Set up areas and staff
Create areas, add managers and agents with the right roles.
Onboard customers with KYC
Capture KYC on the phone and send it for verification; optionally require verified KYC before any loan.
Collect and reconcile daily
Agents collect in the field, hand over cash at day end and managers approve.
Review the portfolio
Use outstanding, overdue and agent performance reports for weekly reviews.
Notebook vs DailyRupee: what changes?
| Task | Notebook / Excel | DailyRupee |
|---|---|---|
| Agent location | Phone calls to ask | Live map while checked in, with route replay |
| KYC documents | Paper files and chat photos | Stored per customer with a verification queue |
| Cash reconciliation | Manual tally at the branch | Handover with expected vs handed amount |
| Overdue tracking | Excel rebuilt every week | Live overdue report and notifications |
| Agent performance | Not measured | Targets, achievement % and leaderboard |
Frequently asked questions
Can an NBFC with several branches use DailyRupee?
Yes. Use areas to separate branches or lines and assign managers and agents to them. The Business plan adds multi-area operations support and staff training.
Is Aadhaar data protected?
Aadhaar numbers are shown masked (XXXX XXXX 1234) to everyone except admins and managers, and each business’s data is kept separate.
Does DailyRupee make us RBI compliant?
DailyRupee is a record-keeping and collection tool. It helps you keep clean records, receipts and agent logs, but compliance with RBI rules remains your organisation’s responsibility.
Can we track agents all day?
Location is recorded only while an agent is checked in for work, and at each collection or visit. Admins can switch tracking off for the business.
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