Loan Ledger
SmallFinance · SMB finance, owners
Keeps loan and leasing installments in one ledger so no payment is late.
Built in this build
- Loan/leasing record and schedule
- Remaining principal and interest summary
- Loan terms and rates
- Early-payoff note
- Flags months where cash may fall short in advance
- Monthly debt load and total interest
Vision (needs external services)
- Upcoming payment calendar
- Reminds ahead of each installment date
- Calendar export
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Loan/leasing record and schedule
- Upcoming payment calendar
- Remaining principal and interest summary
Admin modules
- Loan terms and rates
- Early-payoff note
AI capabilities
- Flags months where cash may fall short in advance
Automations
- Reminds ahead of each installment date
Analytics & reports
- Monthly debt load and total interest
Integrations
- Calendar export
Mobile
- View the installment calendar on mobile
Roles & permissions
- Finance
- Manager
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