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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.

Request a quote