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Tatrol ERP for Financial Services

Back-office support for microfinance institutions, SACCOs and cooperatives, member registry, savings and loan workflows, and mobile-money collections, with the governance donors and regulators expect.

The challenges

What holds financial services back, and how Tatrol solves it

Member, savings and loan records are spread across branches and books.

A member registry and multi-branch consolidation put everything in one ledger.

Repayments and arrears are reconciled by hand.

Repayment schedules, arrears tracking and mobile-money matching automate collections.

Board and regulatory reporting is a scramble.

Real-time reporting and an immutable audit trail keep you review-ready.

What's included

The Financial Services configuration ships with

  • Member & client registry
  • Savings & share accounts
  • Loan origination, appraisal & disbursement
  • Repayment schedules & arrears tracking
  • Mobile money collections via Relworx
  • Multi-branch consolidation
  • Interest, fee & provisioning accruals
  • Board & regulatory reporting
Illustrative example

A multi-branch SACCO

A SACCO running branches on separate books adopted Tatrol. Members, savings and loans share one ledger, mobile-money repayments match automatically, and head office reports in real time.

  • One member ledger across branches
  • Repayments auto-matched
  • Board-ready reporting

Representative scenario, not attributed to a named client.

See Tatrol ERP configured for financial services

We'll map the modules, workflows and reports to your sector, and put together a quote.

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