All-in-one financial operations platform

Manage capital, closings & investments with total control.

PerCentric brings clients, capital, closings, transfers, rollovers, withdrawals, audits and reporting into one secure, multi-tenant platform — on web and mobile.

Explore Features
Multi-tenant
One platform, many businesses
100%
Audit-ready transactions
24/7
Client & mobile access
Business Overview
Total Capital
₨ 48.2M +12%
Active Clients
1,284 +38
Monthly closings & rollovers
Closing approved
Auto-rollover set
Secure & audited
Every transaction
EVERYTHING YOUR FINANCE TEAM NEEDS
Closings Rollovers Transfers Withdrawals Ledger Audit
Capabilities

One platform for the entire investment lifecycle

From onboarding clients to processing closings, rollovers and payouts — every operation is connected, tracked and reportable.

Multi-Tenant SaaS

Run multiple businesses from one platform with isolated data, subscription packages and per-tenant control.

Client & User Management

Full CRUD, Excel import/export, roles & permissions, manager assignment and secure profile handling.

Closing Section

Calculate profit, process closings in bulk, configure windows and notify clients automatically.

Rollovers & Transfers

Direct rollover, auto-rollover, transfers and split transfer-rollover — all client-initiated and admin-controlled.

Customer Ledger

Complete transaction ledger, per-user histories, received payments and one-click Excel/PDF exports.

Audit Summary

Track transfers, rollovers, deposits, withdrawals and account creation with date filters and full audit trails.

Email & Notifications

Automated emails for every event, full email history, resend, bulk notifications and delivery stats.

Approval Workflows

Profile update requests, withdraw approvals and manager charges with review, approve and reject flows.

Mobile API & Push

Sanctum-secured REST API and FCM push notifications power a full client experience on mobile.

Admin Control

Run your back office with confidence

A powerful admin panel gives your team a live view of capital, clients and operations — with analytics, shifts and quick actions built in.

  • Live dashboards & analyticsMonthly sales, registrations and user statistics at a glance.
  • Add payments & manage capitalCredit client accounts instantly with full activity logging.
  • Roles, permissions & managersGranular access control powered by a robust permission engine.
New client onboarded
Capital credited · Welcome email sent
Done
Monthly closing processed
1,240 accounts · profit calculated
₨ 6.4M
Auto-rollover queued
Applies on next closing cycle
Pending
Withdraw request approved
Payout scheduled to bank
Approved
Client Portal

A self-service experience clients love

Clients see their capital, track every closing and submit requests — without a single phone call.

  • Real-time capital & historyClosing history, capital history and detailed breakdowns.
  • Self-service requestsWithdraw, transfer, rollover and auto-rollover in a few taps.
  • Sub-user & family managerManagers oversee sub-users, deposits and family accounts.
My Capital
₨ 1.24M
Pending Closing
₨ 96K
Withdraw
Request a payout
Direct Rollover
Reinvest your closing
Transfer
Move funds securely
How it works

Live in four simple steps

Set up your business, onboard clients and start managing capital in minutes.

01

Set up your business

Activate a package and configure branding, settings and team roles.

02

Onboard clients

Add users individually or import in bulk, with bank details and profiles.

03

Manage capital

Add payments, run closings and process transfers, rollovers and payouts.

04

Report & audit

Export ledgers, review audit summaries and keep everything compliant.

Built for every role

One platform, tailored access for everyone

Role-based access ensures each person sees exactly what they need — nothing more.

Super Admin

  • Manage businesses
  • Packages & billing
  • CMS & settings
  • Database backups

Business Admin

  • Users & closings
  • Transactions & ledger
  • Emails & reports
  • Audit summaries

Manager

  • Sub-user manager
  • Family accounts
  • Withdraw requests
  • Bulk transfer/rollover

Client

  • Capital dashboard
  • Closing & capital history
  • Self-service requests
  • Bank & profile
Mobile & Developer Ready

A secure API that powers your mobile app

Built on Laravel Sanctum with Firebase Cloud Messaging, the API gives clients a complete experience on the go — and lets you integrate with anything.

  • Token-based authenticationSecure login, password reset and session handling.
  • Real-time push notificationsFCM alerts for closings and key account events.
  • Full client operationsProfile, history, withdrawals, transfers and rollovers.
POST /api/auth/login
# Authenticate a client curl -X POST /api/auth/login \ -d 'email=client@business.com' \ -d 'password=••••••••' # Response { "success": true, "token": "9|aZ3...sanctum", "data": { "capital": "1240000", "pending_closing": "96000" } }
Get in touch

We'd love to hear from you

Have a question about PerCentric? Send us a message and our team will respond as soon as possible.

Contact information

Reach out for demos, pricing, support, or partnership inquiries. We typically respond within one business day.

Phone +92 300 0000000
Address Lahore, Pakistan

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