Thousands of visits a month, and every one has to be verifiable.
Fieldproxy runs field verification, collections and onboarding visits at volume: who went, where they actually were, what they captured, and whether it passed. Change the form or the approval chain in plain English.
Geotag required
Location captured with the photo
Document capture added
Read and filed against the case
Supervisor approval
Nothing closes unapproved
Live in
Built your way
Built for visits that have to stand up
Geotagged evidence, document capture, approvals and productivity.
Geotagged evidence
Location and time captured with every photo, so a visit that is disputed is settled by the record.
Document capture
Customer documents read on the spot, filed against the case, and available to the approver immediately.
Approval chains
Multi-step sign-off before a case closes, configured per product and per region without a release.
Agent productivity
Visits per agent, completion rate and reasons for failure, reported per branch rather than assembled monthly.
Audit trail per case
Who captured what, where and when, retained for the file.
Rejection reasons
Why a case failed approval, categorised, so the form can be fixed.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
Lending and NBFC
Field verification and collections visits with geotagged, approvable evidence.
Wealth and advisory
Client onboarding visits and document capture across branches.
Insurance
Survey and claims visits with photographic evidence and sign-off.
Platform
The platform underneath
Every part of the operation, ready to shape to how you run.
Approval Workflows
Gates that pause the automation until the right person signs off.
Mobile App
Full field toolkit with offline-first capture, photos, and e-signatures.
Job Checklists
Dynamic forms, conditional logic, required photos, and sign-offs.
Reporting & Dashboards
Revenue, utilization, SLAs, and leaderboards, live, no spreadsheets.
Integrations
Plays nicely with the tools you already use
Fieldproxy sits in the stack you already run, rather than replacing it.
Salesforce
Cases and customer records
SharePoint
Captured documents
Twilio
Agent and customer SMS
Power BI
Branch productivity reporting
Aadhaar and KYC APIs
Identity verification
Zapier
Anything else
AI agents
What the AI agents do here
The repetitive half of the work, handled. Your team keeps the judgement.
Document Intelligence
Reads the captured document, pulls out the fields, and files them onto the case without retyping.
Watcher Agent
Flags visits that closed without evidence, cases stuck awaiting approval, and agents whose completion rate drops.
Voice Agent
Lets the agent dictate the visit outcome on the doorstep instead of typing it up that evening.