An incomplete loan history
An opening balance cannot explain the original terms or past repayments.
Features / Loans ReceivableMoney lent.
Who owes us money, and what has been repaid?
Money lent.
Properly followed through.
Let Fieldwell help with the repetitive parts of lending: extracting the agreement, reviewing old receipts and preparing payment confirmations. You keep control of the terms, the financial record and what gets sent.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Capital and interest mixed up
Cash received, principal repaid and gross interest are different amounts.
Duplicate asset records
The loan and its linked asset should tell the same story, not inflate your wealth.
LESS REKEYING. LESS UPKEEP.
Let the tools do more
of the repetitive work.
AI agreement prefill
Upload a supported loan document to extract a draft of the terms. Review the parties, dates, principal and calculation basis before creating the loan.
Repayment-history imports
Turn supported payment documents or spreadsheets into a reviewable list. Check dates, amounts and duplicates before saving the selected receipts.
Prepared confirmation emails
For eligible current repayments, Fieldwell prepares a confirmation using the payment details. Review the recipient and wording, then choose Save repayment & send email.
HOW IT HELPS
From scattered details
to useful context.
Use AI to prefill agreements and review repayment-history imports. Track principal and interest separately, with payment-confirmation emails prepared for your approval.
Read the support guide- 01
Set up the agreement
Choose the lender, enter the borrower and review original capital and terms. Supported documents can prefill a draft for you to check.
- 02
Reconcile the history
Review imported receipts before saving. Keep actual receipt dates, due dates, principal, gross interest and withholding separate.
- 03
Follow each repayment
Record supported receipts against the agreement and its linked asset. Review a payment-confirmation email before choosing to send it.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app