FINTECH INDUSTRY SOLUTIONS

Controlled Finance, Compliance and Growth

Connect accounting, payments, reconciliation, compliance and customer operations through one connected fintech platform.

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Fintech financial management and reporting solution
Finance Control Connected ERP
Compliance Audit Ready
FINANCIAL OPERATIONS

Simplify Transactions and Reconciliation

Manage invoices, receipts, payments, bank reconciliation and outstanding visibility with better accuracy.

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Finance team managing accounting and reconciliation
Accounting Ledger Control
Banking Reconciliation
COMPLIANCE & REPORTING

Better Control Over Financial Data

Support GST, e-invoice, TDS, audit trail, period lock and financial reporting from one platform.

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Financial compliance and reporting dashboard
Compliance Audit Trail
Reports Visibility
FINTECH CHALLENGES

Why Financial Businesses Need Connected Control

Fintech and finance teams manage frequent transactions, payments, compliance, reconciliation and reporting. Disconnected systems create delays, errors and audit challenges.

High Transaction Volume

Invoices, receipts, payments, advances and bank entries increase rapidly, making manual validation time consuming.

Reconciliation Delays

Bank statements, ledgers and payment allocations often require manual matching before closure.

Compliance Pressure

GST, e-invoice, TDS, TCS, period lock and audit requirements need controlled processes.

Disconnected Customer Data

Finance, sales and customer information must remain connected for accurate financial visibility.

Audit & Approval Gaps

Uncontrolled changes and missing records increase risk during review and audits.

The Business Impact

Without connected financial control, businesses face:

  • Delayed month-end closure
  • Unclear receivables and payables
  • Compliance risk
  • Manual reconciliation effort
  • Limited management visibility
Connected finance operations create faster decisions and stronger control.
FINTECH CAPABILITIES

How T3 ERP + CRM Supports Fintech Operations

T3 connects accounting, payments, reconciliation, compliance and customer management into one connected platform for better financial control.

Accounting & Ledger Control

Manage journals, receipts, payments, contra entries and balance validation with complete transaction traceability.

Bank Reconciliation

Import bank statements, auto-match transactions and close reconciliation faster.

Receivables & Payables

Manage collections, vendor payments, advances and invoice allocations efficiently.

Customer & Vendor Statements

Maintain invoice linkage, receipts, payments and balance visibility in one place.

Compliance Management

Support GST, e-invoice, TDS, TCS, audit trail and period controls.

CRM Visibility

Connect customer records, communication history and follow-up activities.

FINTECH WORKFLOW

Complete Fintech Operations Workflow

T3 connects transaction capture, reconciliation, allocation, compliance reporting and period closure without breaking the audit trail.

01

Capture Financial Transactions

Invoices, receipts, payments, vendor entries and customer transactions are recorded and posted to ledger.

02

Import & Match Bank Statements

Bank statements are imported, auto-matched and reviewed through reconciliation workspace.

03

Allocate Against Open Invoices

Manage receipts, advances and payment allocation with controlled financial workflows.

04

Compliance Review & Reporting

Review GST, e-invoice, TDS, ledger and financial reports.

05

Period Lock & Audit Trail

Protect closed periods while maintaining complete transaction history.

06

CRM Follow-up Visibility

Connect customer communication, collections and service follow-ups.

Fintech workflow and financial dashboard
Financial Control

Real-time visibility

FINANCIAL VISIBILITY

Finance, Compliance & Reporting Visibility

T3 provides leadership visibility into receivables, payables, reconciliation, compliance and audit readiness so financial teams can review and act faster.

Bank Reconciliation Status

Monitor matched, unmatched and rule-booked entries to identify unresolved reconciliation items quickly.

Receivables & Payables

Track open invoices, collections, vendor payments, advances and allocation status.

Ledger Statements

View customer and vendor statements with invoice linkage, payment history and balances.

GST & e-Invoice Control

Maintain statutory transaction visibility and GST-compliant reporting readiness.

TDS / TCS Tracking

Manage tax deduction and collection references with clearer transaction records.

Period Lock & Audit Trail

Protect closed periods and track who changed what, when and why.

Business Benefits

Better Control Across Your Financial Operations

A connected fintech ERP + CRM platform helps businesses improve financial control, speed up reconciliation, maintain compliance and make decisions using accurate transaction data.

Faster Financial Closure

Improve month-end closing through reconciliation, allocation and reporting automation.

Better Audit Control

Maintain transaction history, approvals and period protection for audit readiness.

Improved Cash Flow Visibility

Monitor receivables, payables, collections and payment status in real time.

Reduced Manual Errors

Connect finance, customer and operational records to avoid duplicate work.

Stronger Compliance Readiness

Support GST, e-invoice, TDS, TCS and statutory reporting requirements.

Connected Customer Management

Use CRM-linked customer records and follow-ups for better coordination.

FAQ

Frequently Asked Questions

Common questions about T3 fintech solutions, accounting control, bank reconciliation, compliance, receivables, payables and reporting.

What type of fintech businesses can use T3 ERP + CRM?
T3 is suitable for finance teams, NBFC-style businesses, fee-based organisations, shared service operations and companies managing high transaction volumes.
Does T3 support bank reconciliation?
Yes. T3 supports bank statement import, transaction matching and reconciliation workflows to improve financial closure.
Can T3 manage receivables and payables?
Yes. T3 supports collections, vendor payments, advances and allocation against open invoices.
Does T3 support compliance controls?
Yes. T3 supports GST, e-invoice, TDS, TCS, audit trail, approvals and period lock controls.
How does CRM help fintech operations?
CRM helps maintain customer records, communication history, ownership and follow-up visibility across finance and service teams.
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