Technology & Features
FinTag is proprietary financial management software provided without licence fees, connecting your members, daily operations, and financial reporting in one platform.
Web-Based Technology & Stack
FinTag runs in a web browser, built with Python, Flask, Jinja2, and PostgreSQL via psycopg2. The interface uses HTML, CSS, JavaScript, jQuery, DataTables, and Chart.js, with pandas, openpyxl, ReportLab, and jsPDF for reports and exports.
Core Financial Features
Manage the records and transactions behind your organization’s everyday operations.
Member & Account Management
- Maintain member profiles, account details, contacts, and dependant information.
- Review each member’s savings, shares, contributions, and loan activity.
- Prepare member statements to explain balances and transaction history.
Savings & Contributions
- Record deposits, withdrawals, and scheduled contributions.
- Manage standing orders and track contribution obligations.
- Calculate and record savings interest with supporting transaction history.
Loans & Repayments
- Configure loan products and manage applications and approvals.
- Generate repayment schedules and track disbursements, repayments, and outstanding balances.
- Review penalties and portfolio reports to monitor loan performance.
Shares, Dividends & Investments
- Record share purchases and transfers, and track member holdings.
- Manage dividend declarations and allocations to members.
- Maintain investment records and follow related financial transactions.
Accounting, Reports & Oversight
Turn operational records into information your finance team and leadership can use.
Accounting & Financial Reports
- Organize accounts using a chart of accounts and review ledger activity.
- Use the cashbook, trial balance, and general ledger to examine financial records.
- Review financial summaries, quarterly reports, and loan portfolio performance.
- Download member statements and loan schedules in PDF or Excel for review and sharing.
Dashboards & Accountability
- Give management and executives visibility into financial performance.
- Use approval workflows to control access to key financial actions.
- Review audit logs to trace recorded user activity.
- Help members stay informed through personal dashboards and statements.
Access, Communication & Data Tools
Keep your organization’s work organized and give each user the tools they need.
Roles & Account Security
- Configure permissions for administrators, finance staff, executives, and members.
- Limit access to records and actions according to organizational roles.
- Use optional email verification at sign-in and automatic logout after inactivity.
Communication & Record Handling
- Send member notifications, contribution reminders, and statements by email.
- Manage outbound email activity and configure messaging gateways.
- Import supported records from spreadsheets with validation before they are added.