SYSTEM STATUS: ALL SYSTEMS OPERATIONAL
SLA: 99.999%
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BG Manager

Never Miss a Bank Guarantee Expiry Again

Complete Bank Guarantee Management Software designed for builders, contractors, and CA firms. Track BGs, manage renewals, get timely alerts, and maintain complete audit trails — all in one powerful platform.

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Everything you need to manage Bank Guarantees efficiently

Comprehensive Features

BG Master

  • Complete BG details with document upload
  • Multiple BG types (Performance, Financial, Advance Payment, Retention, Bid Bond)
  • Auto-calculate days remaining to expiry
  • Link to projects and beneficiaries
  • Track margin money and commission
  • Status tracking (Active, Expired, Renewed, Invoked, Released)
  • Full BG history in one screen
  • Duplicate BG for quick entry

Renewal Management

  • Initiate renewal from dashboard
  • Set renewal target dates
  • Assign tasks to team members
  • Track renewal stages (Initiated, Submitted, Under Review, Renewed)
  • Upload renewed BG documents
  • Auto-update expiry dates
  • Complete renewal history log
  • Track renewal costs and fees
  • 90-day advance renewal reminder

Smart Alerts & Notifications

  • Configurable alert schedule (120 to 0 days before expiry)
  • Multiple channels: WhatsApp, Email, SMS, Dashboard, Push
  • Notify multiple stakeholders (CFO, Accounts, PM, MD)
  • Escalation logic for unattended alerts
  • Post-expiry daily alerts
  • Snooze alerts with reason logging
  • Custom alert templates
  • Complete alert delivery log

Project Management

  • Create and manage multiple projects
  • Project types (Residential, Commercial, Mixed, Infrastructure)
  • Link multiple BGs to projects
  • Client and beneficiary details
  • Project status tracking
  • View all BGs per project
  • Total BG exposure per project
  • Project-wise expiry calendar

Dashboard Overview

  • Total active BGs and exposure value
  • BGs expiring in 30, 60, 90 days
  • Overdue and expired BGs
  • Renewals in progress
  • Color-coded urgency indicators
  • Quick action buttons
  • Recent activity feed
  • Team actions log

Calendar View

  • Monthly calendar with all expiry dates
  • Click dates to view BG details
  • Renewal due dates marked
  • Export to Google Calendar / Outlook
  • Print monthly expiry schedule
  • Visual timeline of upcoming expirations

Bank Management

  • Maintain bank master database
  • Bank contact and relationship manager details
  • Track commission rates per bank
  • View all BGs per bank
  • Bank-wise exposure reports
  • Performance tracking per bank

Document Management

  • Upload BG documents and scans
  • Store renewal documents
  • Bank correspondence tracking
  • Indemnity agreement storage
  • Document version history
  • Search by BG number, project, or bank
  • Secure access control
  • Document expiry alerts

Comprehensive Reports

  • BG expiry report with data filters
  • Project-wise BG reports
  • Bank-wise exposure reports
  • BG type-wise analysis
  • Renewal status tracking
  • Invoked and released BGs
  • Margin money blocked report
  • Commission paid analysis
  • Monthly expiry forecasts
  • Export to Excel / PDF

User Management

  • Add unlimited team members
  • Role-based access (Admin, CFO, Accounts, Viewer)
  • Per-user notification preferences
  • Activity log per user
  • Login history tracking
  • Two-factor authentication (OTP)
  • Password reset via email / WhatsApp

Multi-Company Support

  • Manage multiple companies from one login
  • Perfect for CA firms managing multiple clients
  • Easy company switching
  • Separate data per company
  • Consolidated view across companies

Audit Trail

  • Every action logged with timestamp
  • Track who added, edited, or deleted what
  • Old value vs new value comparison
  • Cannot delete audit logs
  • Export audit logs for compliance
  • Statutory and legal compliance ready

Mobile Experience

  • Fully responsive design
  • Works on phone browser
  • WhatsApp alerts link directly to dashboard
  • Quick add BG from mobile
  • Approve renewals on the go
  • View expiring BGs anywhere, anytime

Ready to Simplify Your BG Management?

Get in touch to schedule a demo or discuss your requirements. We'll help you never miss a BG expiry again.

Request a demo or ask us anything about BG Manager

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