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Getting Started
Learn the basics and set up your account
12 articlesUser Management
Add users, roles, and permissions
8 articlesLoans & EMI
Create loans, manage EMI schedules
15 articlesCollections
Track payments and collections
10 articlesReports & Analytics
Generate reports and insights
7 articlesSettings & Config
Customize your account settings
9 articlesSecurity
2FA, sessions, and data protection
6 articlesIntegrations
Connect with other tools and APIs
11 articlesweb.build_popularArticles(t)
View AllHow to create your first loan
Loans & EMI · 12.5k views
Setting up collector accounts
User Management · 8.2k views
Understanding EMI calculation methods
Loans & EMI · 7.8k views
Enabling two-factor authentication
Security · 6.4k views
Generating monthly reports
Reports & Analytics · 5.9k views
Configuring payment reminders
Settings & Config · 5.1k views
web.build_videoTutorials(t)
View AllComplete Platform Overview
15:30
Managing Daily Collections
8:45
Setting Up Loan Types
12:20
Frequently Asked Questions
How do I reset my password?
Go to the login page and click 'Forgot Password'. Enter your email address and we'll send you a reset link. The link is valid for 24 hours.
Can I use FinancePanel on mobile?
Yes! FinancePanel is a Progressive Web App (PWA). You can install it on your phone by visiting the website and selecting 'Add to Home Screen' from your browser menu.
How is the EMI calculated?
FinancePanel supports multiple EMI calculation methods including Flat Rate, Reducing Balance, and Simple Interest. You can configure this per loan type in your settings.
Is my data secure?
Absolutely. We use bank-grade AES-256 encryption, are SOC 2 Type II compliant, and all data is stored in secure, redundant data centers with regular backups.
Can I export my data?
Yes, you can export all your data in various formats including Excel, CSV, and PDF. Go to Reports > Export to access this feature.
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