TrackOlap is an AI-powered finance field force management and CRM platform built for NBFCs, microfinance companies, insurance businesses, loan recovery agencies, and banking correspondents. It brings workforce management, employee tracking, sales tracking, and workflow automation into one solution.
TrackOlap helps finance companies automate field operations with AI-powered monitoring, real-time finance field employee tracking, workflow automation, and intelligent reporting. Finance businesses manage highly distributed field teams responsible for:
EMI collectionsRecovery follow-upsLoan verificationDSA managementInsurance salesRural finance operationsCustomer onboardingBranch-level field activities
Managing these operations manually through spreadsheets, calls, and self-reporting often results in delayed collections, attendance fraud, poor route planning, and low operational visibility.
Purpose-built AI field force platform for India's finance sector — designed around the operational realities of NBFCs, MFIs, loan recovery agencies, and insurance field teams.
Finance attendance management software's AI facial recognition, GPS location matching, and geo-fenced permitted zones are used to verify each attendance punch.
AI face recognitionGPS-tagged punch-in and outGeo-fenced territory attendanceShift tracking with tamper-proof logs
Managers see exactly where every field team is, which customers they have visited, and how long each visit lasted — live, on a single dashboard.
Live location updates every 30 secondsFull-day journey replayGeo-tagged visit proofIdle time and route deviation alerts
Field teams generate UPI QR codes for each customer and each EMI. Payments are confirmed in real time. Receipts are sent automatically.
Dynamic UPI QR generation per transactionInstant payment confirmation and auto-receiptsEnd-of-day collection reconciliation reportsZero cash handling for fully digital collections
TrackOlap auto-generates the most efficient daily route for each field officer, based on customer geography, priority (delinquency stage, ticket size), and visit history.
AI-driven route optimizationTerritory mapping and beat assignmentPriority-weighted visit sequencingFuel and time savings reports
Assign loan verification, KYC visits, EMI follow-ups, and recovery tasks in seconds. Track every task from creation to closure with automated reminders.
Pre-disbursement loan verification visitsKYC and document collection workflowsEMI follow-up reminders and escalationsInsurance lead visits and DSA inspections
Managers get instant AI-generated reports on attendance compliance, collection efficiency, and agent productivity — without pulling a single data point manually.
AI assistant for managersPre-defined quick-start promptsVisual charts and tablesPDF and CSV exports
Data based on aggregated feedback reported by TrackOlap customers across finance field operations.
"The software has significantly improved operational efficiency and streamlined our day-to-day processes. The interface is simple, easy to navigate, and helps improve work efficiency. Overall, the software greatly helps in completing tasks quickly and accurately."
Purpose-built for finance field operations — from EMI collections and loan recovery to banking correspondents and rural finance teams.
Loan recovery teamsEMI collection executives
Banking correspondentsRural finance workforceAttendance & employee
trackingEMI collection workflowsFinance workflow automation
AI operational reportsSmarter workforce decisions
Faster revenue recoveryHigher collection success
Improved field productivity
Role-based access control
GPS-based employee
verificationSecure cloud infrastructure
Tamper-proof visit records
Finance employee tracking tools are designed for every stage of the field management.
Demo
at free of cost
