Finance software for member-based organizations

When it comes to member-based accounting and finance software, there are several essential features that cater specifically to organizations with members, such as clubs, associations, or nonprofits. Let's explore these features:

Advanced Nominal Ledger:

Allows you to track financial transactions using multiple segments (e.g., nominal codes and cost centers). Provides flexibility in reporting by categorizing transactions into various reporting categories.

Sales and Purchase Ledger:

Manages invoices, credit notes, and payments. Supports secure BACs payments and Direct Debit processing. Generates statements and provides aged debtor/creditor reporting.

Self-Serve Capabilities:

Enables members across the organization to access financial data, approve transactions, and access reports through user-friendly apps.

Automatic Bank Reconciliation:

Integrates with open banking services for secure transaction matching.  Streamlines the reconciliation process. Automated with Copilot AI.

Tax and GST Calculations:

Calculates taxes and GST as transactions occur. Ensures accurate compliance with tax regulations.

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