FlexiFD

FlexiFD simplifies the complexities of fixed deposit management and loan collection with an intelligent, AI-driven platform. Designed to empower users, it offers personalized recommendations, robust security, and financial literacy tools to make informed decisions.

Discover

FlexiFD

FlexiFD simplifies the complexities of fixed deposit management and loan collection with an intelligent, AI-driven platform. Designed to empower users, it offers personalized recommendations, robust security, and financial literacy tools to make informed decisions.

Discover

Complete Loan & FD Automation Cloud ERP FlexiFD

FlexiFD is a smart platform that streamlines fixed deposit management and loan collections, combining AI-driven insights with top-notch security. It empowers users with personalized recommendations and financial literacy tools, making it easier to plan, save, and grow wealth. Focused on financial inclusion, FlexiFD helps individuals and businesses achieve their goals confidently while building lasting, trust-based relationships.

 

Intuitive platform designed to simplify fixed deposit and loan management for individuals, businesses, and financial advisors. It provides a centralized, secure hub to track, organize, and manage all your deposits and collections efficiently. With features like automated maturity reminders, interest tracking, renewal notifications, and customizable reports, FlexiFD ensures you stay on top of your investments and collections effortlessly.

 

Whether you’re handling a few deposits or a large portfolio, FlexiFD eliminates the need for spreadsheets and manual calculations. Its user-friendly interface, advanced security, and intelligent automation help your finances work smarter and grow faster. Never miss a maturity date, renewal opportunity, or loan collection deadline again. From planning and tracking to optimizing returns, FlexiFD empowers you with full visibility, control, and confidence over your financial goals.

  • Unlimited Deposit Schemes: Create and manage any number of deposit schemes with customized interest configurations.

  • Cash Transaction Limits: Define and control maximum cash transaction limits with ease.

  • Flexible Deposit Amount Settings: Set minimum deposit amounts to align with your organization’s policies.

  • Customizable Deposit Tenure: Configure both minimum and maximum deposit periods for greater flexibility.

  • Premature Closure Settings: Define special interest rates applicable for premature deposit closures.

  • User Roles & Access Control: Manage role-based permissions with complete user activity tracking for security and accountability.

  • Optimized Server Performance: Engineered to efficiently handle high volumes of financial data with seamless financial year–based archiving and retrieval.

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FlexiFD - All-in-One Fixed Deposit & Loan Management Solution

A comprehensive platform to manage fixed deposits and related loans efficiently, offering end-to-end features from deposit creation to interest calculation, TDS management, and loan processing.

Flexible Deposit

Easily create and manage multiple deposit schemes with unique settings, terms, and interest configurations — all customizable anytime to suit your financial strategies.

Interest Calculation Flexibility

Set interest rates based on Monthly, Bi-Monthly, Quarterly, Half-Yearly, or Yearly intervals for both PS and CS schemes, ensuring precise and adaptable earnings computation.

Comprehensive TDS Management

Easily manage TDS with PAN-based deductions and support for special TDS category updates, ensuring accurate compliance and streamlined tax processing.

Loan Against Deposits

Avail loans based on a defined percentage of your deposit amount as per the scheme. Penal interest is automatically applied for delayed repayments, ensuring disciplined financial management.

Interest Provision Posting

Automatically post interest provisions at the end of each month based on the selected interest payment mode, ensuring accurate and timely accounting.

Automated Intimation Letters

Generate and manage essential documents like Application Forms, Receipt Forwarding, Maturity Intimations, and Interest & TDS Certificates — all seamlessly handled within the system.

KYC and Bank Details Management

Maintain comprehensive KYC and bank information of both depositors and brokers, ensuring compliance, transparency, and secure record management.

Deposit Certificate Printing

Print deposit certificates with full tracking of print counts and support for issuing duplicate certificates, ensuring transparency and controlled document management.

Deposit Closing & Renewal

Manage all deposit lifecycle events, including normal closure, premature closure, and renewal, with ease and accuracy.

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