Manage Your Samiti
With Intelligence
Empower your savings group with complete process automation. CircleX handles complex ledger math, automatically tracks individual savings schemes, eliminates manual entry errors, and provides instant financial clarity for every member through strict role-based access control.
Automated Workflow
How CircleX Powers Your Samiti
Secure Setup
Admins build the foundation, assigning explicit permissions to Collectors, Approvers, and routine Members.
Automated Entry
Collectors log daily or weekly funds on-the-go. The system instantly routes the money to the correct member's active scheme.
One-Click Verification
Approvers review the digital ledger entries and verify. Once approved, the central treasury updates immediately.
Member Tracking
Members receive a WhatsApp alert instantly, while their private dashboard reflects their growing assets and returns.
Live Preview
A Dashboard That Works As Hard As You Do
Real-time financials, role-based analytics, and smart collection reports — all in one clean interface.
Why Choose CircleX?
Automate Your Financial Workflows
Process Automation
Say goodbye to manual ledger books. From the moment a collector records a deposit, balances are automatically calculated and pushed through the approval pipeline.
Detailed Savings Tracking
Members can track their exact savings across multiple custom deposit schemes in real-time. See progress bars, total contributions, and expected maturity returns.
Role-Based Permissions
Strict data governance. Admins manage the group, Collectors enter collections, Approvers verify funds, and Members only see their own private financial data.
Member Benefits
Complete transparency builds trust. Members receive instant mobile alerts on their deposits, eliminating disputes and providing total peace of mind regarding their funds.
Real-Time Analytics
Track your NGO's health instantly. Visual charts show collection trends, scheme performance, and pending actions so admins can make data-driven decisions fast.
WhatsApp Integration
We automate communication too. Automated WhatsApp alerts notify members immediately when a deposit is verified, keeping the whole group synchronized.
Ready to Modernize Your Samiti?
Sign up now to orchestrate your new Samiti's digital ledger in minutes.