Features
Provident Fund
Track, manage, and report every aspect of your organization's Provident Fund with automation, transparency, and built-in compliance. From employee registration to profit distribution and loan advances, everything is handled within a centralized platform.Track, manage, and report every aspect of your organization's Provident Fund with automation, transparency, and built-in compliance. From employee registration to profit distribution and loan advances, everything is handled within a centralized platform.
Fully Configurable Settings
Build policies that match your organization’s structure
From contribution rates to advance terms, every rule and ratio is customizable so your PF system works exactly how you want.
Key Features
- Set fiscal year, contribution percentages, and eligibility
- Define service length for leaver balance calculations
- Enable weighted or equal profit distribution methods
- Allow profit waiver options for employees
- Set advance eligibility limits, interest terms, and application conditions
- Define approval hierarchies for advances and settlements
Real-Time Dashboard
Gain instant insights into your fund performance
A live dashboard gives you a detailed view of fund activity and member statistics. Visual reports help HR and finance teams make informed decisions with confidence.
Key Features
- Overview of employee and employer contributions
- Track profits distributed, advances paid, and refunds
- Monitor forfeitures, reclaimed balances, and waived profits
- View analytics by gender, department, tenure, and reason for advance
- Chart-based visuals for quick comprehension
Seamless PF Management
Automated workflows for monthly processing and compliance
Manage employee enrollment, run monthly PF processes, and issue system-generated slips—all supported by smart automation and flexible configuration.
Key Features
- API and manual registration options
- Monthly auto-calculation of contributions and deductions
- Lockable PF run cycle with draft and approval phases
- Download or email password-protected PF slips
- Distribute profit based on fiscal year or audit outcomes
- Option to waive and track profit on employee’s request
PF Investment Management
Control, track, and grow your provident fund investments with confidence.
Our investment module helps you manage provident fund transactions, bank accounts, and financial instruments with ease. From chart of accounts to monthly accruals, everything is automated, auditable, and role-based. A dedicated PF investment module designed to manage contributions, accounts, and assets with complete financial control. Automate interest calculations, manage investments with approval workflows, track transactions, and ensure seamless integration with payroll PF runs. Automatically sync PF contributions and recoveries from payroll to your investment ledger.
Chart of Accounts
Set up a detailed chart of accounts with sub-accounts, balances, and exportable reports.
Bank & Investment Management
Manage multiple bank accounts and assets like FDRs, T-Bonds, Corporate Bonds and T-Bills. Set interest rates, get maturity alerts, and download statements.
Transaction Handling
Track all fund flows, attach documents, apply maker-checker controls, and handle transfers and expenses with approval.
Automated Accruals
Run monthly interest accruals and auto-generate journal entries for easy approvals and accurate bookkeeping.
Advanced Reporting
Reports such as; Trial Balance Reports, General Ledger, Profit & Loss Reports, Cash Flow Statements, Balance Sheet and Journal Book provide in-depth info.
Advance Lifecycle Handling
From application to disbursement, manage every step with ease
Control every stage of the advance process with built-in workflows, filters, and bank integration to support faster processing and transparency.
Key Features
- Online advance application, approval, and disbursement
- Generate applications on behalf of employees
- Access employee-specific advance profile and history
- Attach supporting documents and reviewer comments
- Filter applications by department, reason, or other fields
- Disburse directly to bank accounts for approved advances
Leaver & Deregistration Handling
Settle PF claims accurately with minimal manual work
Handle resignations and final settlements with intelligent suggestions, approval workflows, and bank-ready processing for seamless closure.
Key Features
- Track leaver applications with approval status
- Auto-calculate balances based on service length
- Approve and initiate settlement through bank integration
- View full history and initiate follow-ups easily
Powerful Reporting & Custom Views
Generate reports tailored to your team’s needs
Access flexible reporting tools that allow exports, edits, and additions so you can document, present, or analyze data your way.
In-depth analytics tailored to investment operations, including:
- Statement of Financial Position
- Statement of Income & Expenditure
- Receipts & Payments
- Trial Balance, General Ledger, and Journal Voucher reports, designed for audit and reconciliation
All Features
Core HR
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