Role-Based Solutions

One platform. Solutions for every role.

Whether you're running payroll, filing EPFO returns, or checking your PF balance — our software gives each stakeholder exactly what they need, nothing more.

🏢Employers👥HR & Finance🙋Employees🏛️Trustees

Designed around how you actually work

Four distinct roles. Four tailored experiences. One unified platform.

🏢
60%
less admin overhead

Employers

Full liability visibility

  • Contribution reconciliation
  • Compliance dashboards
  • Payroll integration
👥
10×
faster withdrawal processing

HR & Finance

Streamlined workflows

  • Bulk member management
  • Digital nominations
  • Automated exits
🙋
24/7
account access

Employees

Self-service portal

  • PF balance & passbook
  • Withdrawal requests
  • Nomination updates
🏛️
100%
audit-ready records

Trustees

Governance & oversight

  • Investment monitoring
  • Trustee reports
  • Regulatory filings
For Employers

Complete control over your PF Trust obligations

Get a unified dashboard that reconciles monthly contribution liabilities, tracks pending payments, and surfaces compliance gaps before they become penalties. Full visibility, zero surprises.

  • Real-time contribution liability dashboard
  • Automated reconciliation with payroll deductions
  • One-click ECR challan generation & upload
  • Penalty and interest projection engine
  • Multi-branch and multi-location support
Employer PF Trust dashboard
For HR & Finance

From onboarding to exit — fully automated

Stop chasing paperwork. Manage the entire member lifecycle digitally — new joiner enrolment, mid-year transfers, retirement settlements, and nominee updates — all from a single screen.

  • Bulk member onboarding with data validation
  • Digital nomination and KYC management
  • Automated PF withdrawal and settlement workflow
  • Payroll system integration with zero re-entry
  • Audit trail on every HR action
HR member management module
For Employees

Your PF account, always at your fingertips

Empower your workforce with a clean self-service portal. Employees can check balances, download passbooks, apply for withdrawals, and update personal details — without raising a single support ticket.

  • Live PF balance and passbook download
  • Online withdrawal and advance applications
  • Nomination update without HR involvement
  • Mobile app for iOS and Android
  • Multi-language interface support
Employee self-service PF portal
For Trustees

Governance-grade oversight and reporting

As a trustee, your responsibility is accuracy, transparency, and regulatory compliance. Our platform gives you clean dashboards, investment pattern reports, and trustee meeting summaries — all audit-ready and export-ready.

  • Investment portfolio vs. EPFO pattern compliance
  • Monthly and annual trustee board reports
  • Interest crediting and actuarial workings
  • Complete audit trail for all fund movements
  • One-click export to PDF for board meetings
Trustee governance and reporting dashboard
Integrations

Works with the tools you already use

No rip-and-replace. Our open API layer connects with your existing payroll, HRMS, ERP, and banking systems so your data flows seamlessly — no double entry, no silos.

Integration architecture
⚙️

Payroll Systems

Sync contribution data automatically from any payroll platform via secure API connectors.

🗄️

HRMS Platforms

Pull employee onboarding, exit, and profile data directly from your HRMS without re-entry.

📊

ERP / Finance

Post journal entries and reconcile trust accounts straight into SAP, Oracle, Tally, or any ERP.

🏦

Banks & Depositories

Connect to investment custodians and banks for real-time portfolio valuation and settlements.

🌐

EPFO Portal

Direct e-filing integration — ECR challans and statutory returns submitted without leaving the app.

📱

Mobile Apps

Native iOS and Android apps give employees and trustees access on the go, any time.

Find the right solution for your organisation

Talk to our team and we'll recommend the modules that match your trust structure, team size, and compliance requirements.