Finance & Loans Software — Frequently Asked Questions

Loan leads, applications, disbursal, EMI tracking and agent payouts for loan agents (DSA) and lenders (NBFC).

Frequently Asked Questions

What does Finance & Loans software do?

BecozAI Finance & Loans software brings together Lead & application pipeline, Co-applicant & document collection and Disbursement & commission tracking. It works in any browser on a phone or computer and comes set up for Loan DSA & connectors, NBFCs & micro-finance, Home / personal / business loan agents.

How much does Finance & Loans software cost?

It is free for the first 7 days. After that the full system starts at ₹1,200 a month + 18% GST on the Starter plan, with every module and support included. The Android app comes with Professional and Enterprise. Longer billing durations (up to 5 years) reduce the per-month price, saving up to 30%.

Does BecozAI Finance & Loans software support GST billing and invoices?

Yes. GST-compliant billing and tax invoices are built into every plan, and GST return files are prepared for you to upload to the GST portal.

Can I use Finance & Loans software on mobile and offline?

It works in any phone browser on every plan, and the Android app comes with Professional and Enterprise. It needs internet. Only restaurant counter orders and jewellery bills keep working offline and sync later.

Is there a free trial for Finance & Loans software?

Yes. It is free for 7 days with every module and no credit card. The trial has 3 logins and 1 branch. You can move to a paid plan whenever you are ready.

Does BecozAI work for Loan DSA & connectors and NBFCs & micro-finance?

Yes. BecozAI Finance & Loans is set up for Loan DSA & connectors, NBFCs & micro-finance, Home / personal / business loan agents and more, so you see the screens your type of business needs.

Can I manage multiple branches or locations from one account?

Yes. Every paid plan includes 3 branches with role-based access for each location, and you can add more branches for ₹5,000 each.

How do I switch from Excel or my current Finance & Loans software to BecozAI?

You can start fresh or import your existing data. Your account opens straight away, and our team can help you set up and import your masters.

Is my business data safe, and where is it stored?

Your data is stored in the cloud with nightly backups and a 7 to 30 day free restore window, depending on your plan. It is kept separate from other businesses and encrypted in transit. Role-based logins, activity logs and OTP approval on sensitive actions keep everything accountable.

Does BecozAI Finance & Loans software include Loan book & EMI schedule?

Yes, it includes Loan book & EMI schedule, along with Collections & overdue follow-up and Agent login.

Can staff have separate logins with limited, role-based access?

Yes. Create role-based logins so each staff member of your business sees only what they need, while owners keep full visibility. Every action is logged for accountability. Each plan includes a set number of logins: 10, 25, 50 or 100.

How long does it take to set up Finance & Loans software?

Your account opens straight away. Because BecozAI is set up for Finance & Loans, there is no long implementation: add your details, create staff logins and start. Our team can help you set up.

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