Industries · Retail and consumer businesses

MatruOS for finance, insurance and kiosks

Name: MatruOS
Brand: MatruOS
Price: 399 INR
Availability: InStock

NBFCs, insurance and loan distributors, wealth advisers. 18 of the 19 business types here start with their own routines, workflows, registers, items, licences and AI team, researched from how that business runs in India. The other 1 start with GST billing, stock and an AI team, and we build their routines free.

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In finance, insurance and kiosks

of 19 types set up in depth: 18
routines: 143
workflows: 28
AI team jobs: 69

Shops and showrooms3
Services16

What MatruOS solves in finance, insurance and kiosks

Store businesses run on speed at the counter and stock on the shelf

01Today

Slow billing, stock-outs of fast sellers, expiry losses, customer credit kept in a notebook and branches that report differently.

02In MatruOS

MatruOS gives counter billing, stock by store, expiry and reorder alerts, customer credit and loyalty, and one view across stores.

03What changes

Faster billing, fewer stock-outs and expiries, and dues collected on time across every store.

The problem

What goes wrong today in finance, insurance and kiosks From our research into how these businesses run.

Each one is a routine, a check or an AI team job in MatruOS.

01Wallet balances across 4-6 portals never match the cash drawerCSC / e-Mitra digital seva kiosk 02Cash runs out by noon on DBT and pension days and customers are turned awayMoney transfer, AEPS & recharge shop 03Renewals missed, policies lapse and renewal commission is lostInsurance agent office 04Corporate renewals bunch in March and some are missed or rushedInsurance broker 05SIP bounces noticed late and SIPs stop silentlyMutual fund distributor 06Chasing 50-100 files across a dozen lender portals and RMs every dayLoan DSA / connector

AI team on this work

What the AI team does across finance, insurance and kiosks Prepared for you. Approved by you.

Each AI team member has a defined job, reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval. AI can make mistakes; every step is recorded.

CSC / e-Mitra digital seva kioskTotals fees and service charges, matches wallet usage per portal, and flags gaps between jobs, wallets and cashAccountant

Money transfer, AEPS & recharge shopLists customers enrolled in PMJJBY and PMSBY and drafts reminders to keep balance before the 31 May auto-debitSales executiveAsks first

Insurance agent officeReads each new policy PDF and fills the policy register with insurer, number, premium, due date and nomineeOperations head

Insurance brokerLists policies expiring in 60 days with claims history and drafts the request to each client for updated values and dataSales executiveAsks first

Mutual fund distributorReads the rejection report, matches it to investors and drafts a message for each bounce with its reason and fix; flags KYC or nominee gaps on the waySales executiveAsks first

By size

One business type, small or large How a credit co-op society or nidhi looks as it grows.

From our research. MatruOS sets up the same system for each, and adds plants, branches, roles and approvals as you need them.

LargeSeveral companies, plants or branches in one group, each with its own books and approvals, consolidated reports, single sign-on and an audit trail. From ₹4,999* a month.

Mediummulti-branch or multi-state society or Nidhi with deposits over ₹100 crore, internal audit, lockers, ATM card through a sponsor bank

Smallhead office plus 1-5 branches, deposits ₹10-100 crore, core banking software, gold loans, recovery officer

Microone office, 300-2,000 members, deposits under ₹10 crore, manager, cashier, clerk and 2-5 pigmy agents

See what MatruOS sets up for a credit co-op society or nidhi

* T&C apply. Extra charges based on scope may be added, always agreed with you in writing first.

Solutions

What MatruOS runs for finance, insurance and kiosks Every function on the same customers, items, people and books.

Finance, GST and booksInvoices, payments, GST returns, TDS and accounts People and payrollStaff, attendance, shifts, payroll, PF and ESI Sales and CRMLeads, quotes, orders, dealers and key accounts Purchase and suppliersRequisitions, purchase orders, receipts and bills Stock and warehousesItems, godowns, batches, transfers and reorders Compliance and licencesFilings, licences, renewals and data protection

Find your business

19 business types in finance, insurance and kiosks Search by name or by the words you use.

Open any one to see exactly what MatruOS sets up for it.

19 business types

Not covered yet

1 of the 19 business types in finance, insurance and kiosks starts with GST billing, stock, books and an AI team, without trade routines yet. Those routines are built free when a business of that type asks.

Ask for your trade's set-up

Retail and consumer businesses

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All 27 industries

Run your finance, insurance and kiosks business on one system Set up for your trade before you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

Start free Book a walkthrough

See plans and what each includes