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  5. App for accounting of credit institutions
Rating: 4.9. Number of organizations: 440
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

App for accounting of credit institutions

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Quick transition.
What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!

App for accounting of credit institutions - Program screenshot

The peculiarities of accounting of credit institutions in the USU Software are considered when setting up after installation of the automated system, which is performed by our employees remotely using an Internet connection. Accounting peculiarities, in this case, mean the individual characteristics that distinguish credit institutions from others - assets, resources, staffing, hours of work, organizational structure, and others. The specialization and scale of lending activities can also be attributed to the peculiarities of credit institutions accounting. All this will be taken as a basis during setup when they form the regulations of business processes and accounting procedures, based on which operational activities are carried out.

The accounting app of credit institutions includes three blocks in the menu – ‘Modules’, ‘Reference books’, ‘Reports’. Each of them has its unique purpose, and the app runs in a strict sequence, according to the information posted in these blocks. The initiation of work in the app takes place in the ‘References’ section. This is a tuning block, where all the features of credit institutions mentioned above will be taken as a basis, for which you need to fill in the tabs with information strategically important for the regulation. The accounting app of credit institutions offers to place here information about the currencies that credit institutions operate with during their activities, sources of financing, and expense items, according to which payments and costs are allocated about the organizational structure and the presence of branches if any.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-11-22

There is information about the employees who work in the app for the accounting of credit organizations, to whose account the interest from the piece-rate pay will be credited, text templates of organizing various mailings, a set of templates for compiling documentation, which is an automatic function of the system. The database of offered financial services, price lists, a list of advertising sites of promotion is also stored here. The working regulations are formed considering all this information, which are the basis to maintain accounting procedures. In the ‘Reference books’ of the app of accounting of credit institutions calculate work operations, as a result, receive a monetary value, and this allows you to automate the calculations. Moreover, the calculation is based on the normative values presented in the industry database, which includes all provisions, regulations, orders, quality standards, and recommendations to keep records.

After filling out and configuring the ‘Directories’, the accounting app of credit institutions permanently transfers work to the ‘Modules’ block, which is considered a user's workplace since it is here that work is in full swing to attract customers, issue loans to them, control payments, and record expenses. It should be noted that the internal structure of the ‘Modules’ is identical to the structure of the ‘Reference books’ since the same data is placed here, not of the basic nature, but the current one and the indicators are automatically changed when new values are entered if they are associated with it. The app of accounting of credit institutions requires users to register all transactions in the ‘Modules’ block, based on which it forms a characteristic of current processes, which influences the management's decision regarding their correction. Everything that happens in credit institutions takes place in the ‘Modules’.

When starting the program, you can select the language.

When starting the program, you can select the language.

You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.

Who is the translator?

Khoilo Roman

Chief programmer who took part in the translation of this software into different languages.



Everything that is in this block is permanently submitted for analysis in the third section ‘Reports’, where the assessment of the accumulated over the period is given, the features of the influence of indicators on each other are revealed. The accounting app of credit institutions generates a number of analytical and statistical reports, identifying in the process of analysis those features that can affect the formation of profits. There is an analysis of not only the processes but also the efficiency of personnel, the activity of clients, the demand for credit services. This information makes it possible to exclude from the activity factors that negatively affect the growth of profits, and, conversely, support those that will increase it. Accounting of features makes it possible to manage them to achieve the desired indicators.

A feature of the app is its versatility and ease of use, which allows any financial enterprise to install it on work computers, the only requirement for which is the presence of the Windows operating system, and the second feature makes it possible to register work operations for all employees who have primary and current data regardless of the level of user skills. Not every developer provides this feature of the app. Accessibility is provided by a simple interface and convenient navigation, which is present only in the USU Software. Another feature of our products is the absence of a subscription fee, which is present in other offers. The cost determines the set of functions and services built into the app.



Order an app for accounting of credit institutions

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




App for accounting of credit institutions

To control borrowed funds, a loan database is formed, which contains all credits that have ever been issued to a client. Each loan has a status and a colour for it to visualize the status. It shows which credits are inactive, which are in progress, which are in arrears and will immediately determine the scope of work without detailing the content. Colour indicators save working time and being a handy tool, are widely used in the app, pointing out problem areas and showing where everything is according to plan. When forming the list of debtors, the colour shows the amount of debt- the higher the amount, the brighter the cell of the debtor is, which will immediately indicate the priority of contacts.

To contact clients, electronic communication is provided, convenient in any type of application - notification, sending documents, and mailing. Advertising and information mailing is used to increase the activity of borrowers and new clients, there is automatic information about the status of the credit and its recalculation. To keep track of contacts with clients, a CRM is provided - a client base, where all calls, letters, mailings are noted to draw up a history of relations, a photo, and an agreement are attached to it. If the credit is ‘tied’ to the exchange rate, and payments are provided in local currency units, then when the rate changes, the payments will be automatically recalculated.

The app of credit institution performs all calculations automatically, including the accrual of monthly piece-rate remuneration, the calculation of the cost of services, loans, and profit from them. The accrual of monthly piecework remuneration is based on the amount of work that is registered in the electronic forms of users. This increases their interest in recording. Electronic forms are the same, in other words, they are unified and save time to work with information since they have one principle of distribution and one rule for adding.

Communication between employees is carried out using pop-up messages. Clicking on them will allow you to go to the topic of discussion using the automatically suggested link. The indicators in the automated system are linked to each other, which guarantees the quality of accounting procedures and excludes the entry of inaccurate data, confirms only reliable ones. The app of credit institutions integrates with digital equipment, which speeds up cash transactions, control over staff and visitors, and improves the quality of service of borrowers. The app has an addition - a collection of analysts ‘The Bible of a modern leader’, which presents more than 100 methods of in-depth analysis of the activities of a business entity.