Clarity
01/Know the people.
Keep investor information, party records and company memberships organized, with access for the people who need it.
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BUILT FOR MICROFINANCE. BUILT AROUND PEOPLE.
BIG AMBITIONS.
BETTER OPERATIONS.
pplonio
YOUR COMPANY WORKSPACE
People. Capital.A clearer picture.
Small businesses. Real possibilities.
More time for the people you serve.
Less time piecing the picture together.
Bring investor relationships, company records, product rules and your team into a workspace designed for responsible microfinance.
GET TO KNOW PLONIOOne platform. A considered start.PEOPLEINVESTORSRULESEVIDENCECONTROL
A STRONGER FOUNDATION
YOUR WORK.
IN PERSPECTIVE.
Growing a microfinance company means balancing relationships, terms and responsibility. Give your team a common place to start, with the detail behind each decision close at hand.
01Independent workspace
for each company
for each company
03Loan calculation methods
available to preview
available to preview
plonio / your workspace
ONE COMPANY. CONNECTED CONTEXT.
Relationships with context.
Investor identity, initial terms and supporting evidence, together.01Investor profileCompany record
02Identity documentsScan status retained
03Initial investment termsVersioned proposal
Your workspace follows your company permissions.
Interactive feature illustration · not live account data
MADE FOR THE WAY YOU WORK
WHY CHOOSE PLONIO?
Keep relationships personal. Give your operations structure.
Control
02/Keep decisions accountable.
Use permissions, independent review and version history to keep responsibility clear as your team grows.
Flexibility
03/Make your rules explicit.
Configure rules, templates and process designs around your company. Review the version before you put it into use.
PLONIO / RULESClear terms.
A shared reference.
A shared reference.
pplonio
PROTECTED EVIDENCE
The story behindthe decision.
Illustrations of platform concepts
DETAILS THAT MAKE THE DIFFERENCE
UPGRADE YOUR
EVERYDAY OPERATIONS.
Relationships, thoughtfully organized
Investor and party records bring identity information and supporting evidence into a consistent company context.
Terms you can examine
Review saved calculation previews, versioned rules and agreement templates. Inputs and conventions stay attached to the result.
Controls that stay with the work
Permission checks, MFA and maker/checker review protect access and privileged actions. Quarantined documents stay blocked.
Available today: records, configuration and previews. Loan servicing, investment activation and payouts are still in development.
A PLACE FOR EVERY RESPONSIBILITY
YOUR PEOPLE. THEIR ROLE.
THE RIGHT WORKSPACE.
Different responsibilities, connected by one company. Each person sees what their membership and permissions allow.
Company administrators
Set up the workspace and invite your team.
Finance & accounting
Review authorized records and saved previews.
Employees
Work with the access your company assigns.
Investors & borrowers
Access personal workspaces and account profiles.
LET’S MAKE IT CLEAR
FREQUENTLY
ASKED
QUESTIONS.
Get to know your next workspace.
See how to get startedWhat can my team do with Plonio today?
Manage investor and party records, document evidence, company members and permissions. Configure versioned rules, agreement templates and process diagrams, and review calculation previews with their inputs retained.
Is Plonio a bank or a lending company?
No. Plonio is software for independent microfinance companies. Each company is responsible for its own products, customer relationships, approvals and applicable operating requirements. Creating an account does not open a bank account or approve a loan.
Can I process loans and investor payouts?
Operational loan origination, disbursement, repayments, investment activation and payouts are being delivered in stages and are not available yet. Current calculation previews and process configuration do not move money or execute financial transactions.
How is access to company information controlled?
Your current company membership and permissions determine which records and actions you can access. Privileged actions retain MFA requirements, and makers cannot approve their own configuration versions. Private personal profile data remains account-owned.
How do I get my company started?
Create an account with your company details, then verify your email. New companies require platform review before operations become available. If you were invited, sign in with the invited email and explicitly accept your membership.
YOUR NEXT CHAPTER STARTS HERE
A SIMPLE START.
A SHARED WAY FORWARD.
Make it your company’s workspace.
Register with your company details and verify your email. New company operations become available after platform review.
Create an accountBring the right people together.
Invite colleagues with a selected role. Verified invitees explicitly join the company with the access you’ve assigned.
Sign in to your workspace