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Financial Services

Commission payroll, multi-branch accounts, and regulatory compliance automation.

Overview

Built for Financial Services

Banks, NBFCs, insurance agencies, and wealth management firms operate complex incentive structures, multi-branch hierarchies, and stringent compliance requirements. Saptta automates commission-linked payroll, integrates branch-level accounts, and generates audit-ready statutory reports.

100%
Commission Calculation Accuracy
< 5 min
Branch Payroll Consolidation
20+
Regulatory Reports Pre-Built
0
Audit Non-Compliance Flags
Challenges

Problems we solve
in this sector

Commission & Incentive Payroll

Multi-tier commission structures on products sold, policies renewed, and AUM managed.

Branch Accounts Integration

Real-time consolidation of branch P&L, suspense clearing, and inter-branch settlements.

Regulatory Audit Readiness

Auto-generated compliance reports for RBI, IRDA, and SEBI inspection requirements.

Target-Based Variable Pay

Monthly target tracking with automated variable pay release on achievement confirmation.

Capabilities

Saptta features
for you

Multi-Tier Commission Engine

Configurable commission slabs per product, branch, role, and achievement band.

Branch P&L Consolidation

Real-time branch-level accounts with automated inter-branch netting and consolidation.

Target Achievement Tracker

Live MIS dashboard tracking individual and team targets with payroll trigger rules.

Regulatory Report Generator

Pre-built RBI, IRDA, and MCA compliance report templates with one-click export.

TDS & Professional Tax Engine

Accurate TDS computation on salary and commission with Form 16 generation.

Maker-Checker Payroll Workflow

Dual-approval payroll processing compliant with internal financial controls.

Compliance

Statutory coverage
Financial Services

Registers and filings your team needs — built into workflows, not bolted on.

TDS on salary and commission incomeProfessional Tax across statesEPF & ESI statutory filingForm 16 and Form 24Q generationRBI and IRDA audit report templates

Ready to deploy Saptta for Financial Services?

Start with Finance for FS teams or book a walkthrough tailored to your sector.