Operating system: Windows, Android, macOS
Group of programs: Business automation
App for accounting of credit institutions
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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.
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Who is the developer?
Program screenshot
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!
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.
2024-11-22
Video of app for accounting of credit institutions
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’.
Download demo version
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.
Instruction manual
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?
Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
Buy a ready-made program
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.