Everything your PF Trust needs, all in one place
From EPFO compliance automation to real-time investment tracking — our software handles every aspect of Provident Fund Trust management so your team can focus on what matters.
- Organizations Served
- 500+
- EPFO Compliance Ready
- 100%
- Platform Uptime
- 99.9%
- Faster PF Processing
- 10×
Core capabilities at a glance
Six powerful modules, fully integrated, working together seamlessly.
EPFO Compliance Automation
Stay ahead of every regulatory update. Auto-generate ECR challans, Form 3A/6A, and all EPFO-mandated reports with zero manual effort.
Member Management
Maintain complete records for every PF trust member. Track contributions, withdrawals, nominations, and account histories with real-time accuracy.
Investment Management
Monitor your PF trust investment portfolio across government securities, bonds, and approved instruments. Track yields and remain pattern-compliant.
Employee Self-Service Portal
Empower employees to view PF balances, download passbooks, submit withdrawal requests, and update nomination details — anytime, from any device.
Free Data Migration
Switch from Excel or legacy systems in days, not months. Our team imports and maps your complete employee, pay, and attendance history at no extra cost.
Reporting & Analytics
Generate MIS reports, annual statements, trustee reports, and regulatory filings at the click of a button. Export to PDF, Excel, or directly to EPFO portals.
Built for every stakeholder
Dedicated modules designed around how each role actually works.
Full visibility over your PF Trust obligations
Get a real-time dashboard of contribution liabilities, pending payments, and member onboarding status. Automatically reconcile payroll deductions with trust account credits and flag discrepancies before they become compliance issues.
- Automated contribution reconciliation
- Real-time liability dashboard
- Bulk member enrollment with validation
- Direct integration with payroll systems
Streamlined HR workflows with zero paperwork
Handle onboarding, exits, transfers, and nominations through a single interface. Reduce turnaround time for member account updates and withdrawal processing from weeks to hours.
- One-click member onboarding & exit
- Digital nomination management
- Automated withdrawal workflow
- Bulk data upload from Excel / CSV
EPFO compliance — automated end to end
Regulatory non-compliance can cost your organisation lakhs in penalties. Our compliance engine keeps you covered at every step, from monthly contributions to annual statutory filings.
ECR Challan Generation
Auto-compute and generate Electronic Challan cum Return files ready for EPFO portal upload.
Form 3A & 6A Filing
Populate annual member statements and consolidated returns directly from payroll data.
SOP 2023 Compliance
Fully aligned with EPFO Standard Operating Procedures (October 2023) for in-house PF trusts.
Penalty & Interest Calculation
Automatically flag late payments and calculate applicable interest under Section 7Q and penalty under Section 14B.
Audit Trail & Access Logs
Every action is timestamped and attributed — giving trustees a complete, tamper-evident record for internal and external audits.
Regulatory Update Alerts
Receive in-app notifications whenever EPFO guidelines or wage ceilings change so you always stay current.
Investment management & real-time reporting
Gain complete financial visibility over your PF trust assets with powerful analytics and audit-ready reports.
Investment Pattern Compliance
Automatically validate portfolio allocation against EPFO-prescribed investment patterns (Category I, II & III instruments) and alert when limits are breached.
Real-Time Financial Reports
Generate balance sheets, income & expenditure statements, receipts & payments reports, and trustee meeting summaries — all pre-formatted to regulatory standards.
Seamless System Integration
Plug directly into your existing HR, payroll, or ERP platform via our API layer. No double-entry, no data silos — just a single source of truth.
Up and running in three steps
Most organisations are fully live within two weeks — including historical data migration.
- 01
Migrate your data — free
Our onboarding team imports your existing member records, pay data, and historical transactions from Excel or any legacy system. No data loss, no downtime.
- 02
Configure your trust rules
Set up your organisation-specific contribution rates, interest crediting policies, investment parameters, and approval workflows in a guided setup wizard.
- 03
Go live and stay compliant
Process monthly contributions, auto-generate EPFO filings, manage member queries through the self-service portal, and access reports 24/7 from any device.
Frequently asked questions
Can't find the answer you're looking for? Reach out to our support team.
- Does the software support both exempted and un-exempted PF trusts?
- Yes. The platform is built specifically for exempted PF trusts that manage their own investments and filings, while also supporting hybrid compliance workflows for partially-exempted organisations.
- How long does data migration take?
- Typically 5–10 business days depending on data volume and format. Our team handles the entire process — you just provide the source files and we take care of the rest.
- Can employees access the portal from mobile devices?
- Yes. The self-service portal is fully responsive and works on all modern browsers and devices. Native mobile apps are also available for iOS and Android.
- Is the software compliant with EPFO SOP 2023?
- Absolutely. The platform has been updated to incorporate all requirements of the EPFO Standard Operating Procedures issued in October 2023, including the revised investment and reporting guidelines.
- What kind of support do you offer post-go-live?
- Every subscription includes dedicated account management, email and phone support during business hours, and access to our knowledge base. Priority 24×7 support is available on higher-tier plans.
- Can the software integrate with our existing payroll system?
- Yes. We support REST API integration with leading payroll and HR platforms. Custom connectors can be developed for proprietary systems as part of the onboarding package.
Ready to modernise your PF Trust management?
Join 500+ organisations already running their PF trusts on our platform. Start with a free demo today — no commitment required.