Finance

Microfinance (Finance) — one Finance workspace

Microfinance teams usually stall when clients ask for microfinance status because there is no portal. Omni Group gives Finance operators AI drafts that stay inside the microfinance operating process, starting from Launch at €79 / $89 per month. Same catalog price book as every other niche — the problem for Microfinance is clients ask for microfinance status because there is no portal, so the first scoped add-on is usually Workflow design.

  • • Finance teams see that microfinance renewals surprise the team because dates live in chat
  • • Finance teams see that microfinance fee quotes stall while someone hunts the latest rate card
  • • Finance teams see that microfinance workpapers and the filed pack sit in different drives
financeKYCAMLreconciliationaudit trailmicrofinance

Vertical package

Ready to buy

€349/mo

Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.

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Recommended deliverables

  • Technical auditA written view of stack risk before you add more tools.€890Buy
  • Custom integration€890Buy
  • Full onboarding€1,590Buy
  • Workflow designSOPs for intake, review, and delivery.€890Buy

How we deliver

  1. 1. Client KYC packet

    record

  2. 2. CRM onboarding ledger

    create-contact

  3. 3. Quote + invoice

    invoice

  4. 4. Reconcile payment

    run

  5. 5. Notify unlock

    send

  6. 6. Exception queue

    create