Our Services
From platform hosting to bookkeeping, audits, reporting, and support, FinTag is designed to grow with your organization at every stage.
1. Financial Management Platform (Hosting)
A secure, cloud-based platform for managing all your financial operations in one place.
Key Features
- Centralized member and account management
- Savings, shares, and contribution tracking
- Loan management for applications, approvals, and repayments
- Automated financial reporting for P&L, balance sheet, and summaries
- Standing orders and contribution scheduling
- Real-time dashboards and insights
Infrastructure & Security
- Secure cloud hosting with data protection
- Automated backups and disaster recovery
- Role-based access control
- High system availability and performance monitoring
2. System Onboarding & Implementation
We ensure your organization is fully set up and ready for efficient operations.
What We Deliver
- Full system setup and configuration
- Data migration for members, balances, loans, and contributions
- Chart of accounts setup
- Workflow configuration for approvals, roles, and permissions
- User account setup for all stakeholders
Training & Support
- Staff and leadership training
- Guided onboarding sessions
- User documentation and support
3. Bookkeeping & Financial Management
Professional financial management services to ensure accuracy, consistency, and transparency.
Core Services
- Transaction recording and classification
- Bank and mobile money reconciliation
- Loan and contribution tracking
- Expense and income management
Reporting
- Monthly Profit & Loss statements
- Balance Sheet and Cash Flow summaries
- Management reports for decision-making
4. Audit & Financial Review
Independent financial review services to strengthen accountability and compliance.
Audit Services
- Financial statement audits
- Verification of records and transactions
- Internal controls assessment
Compliance & Governance
- Review of financial processes and structures
- Identification of risks and control gaps
- Recommendations for improved governance
- Audit reports, compliance insights, and year-end review support
5. Reporting & Analytics
Actionable insights to support data-driven decision-making.
Capabilities
- Real-time dashboards
- Financial performance tracking
- Loan and portfolio analysis
- Contribution trends
Benefits
- Better visibility into performance
- Improved planning and forecasting
- Early risk detection
6. Integration & Customization
Tailored solutions to meet the unique needs of your organization.
Integration Options
- Mobile money integrations such as MTN and Airtel
- API integrations with external systems
- Payroll and third-party connections
Customization
- Custom reports and dashboards
- Organization-specific workflows
- Feature enhancements
7. Ongoing Support & Maintenance
Continuous support to ensure smooth and reliable operations.
Support Services
- Technical support and issue resolution
- System updates and improvements
- Performance monitoring
Maintenance
- Regular updates and enhancements
- Security patches
- Backup management