Whether you are using the General Ledger from your core processor or from another third-party system, there are many advantages of using one of our software solutions in your credit union.
Our software solutions are equipped with many diverse features, such as the following:
Based on over a decade of serving the credit union community, we know that our clients benefit the most through the following differentiators provided by our unique solution and professional team:
The Features
- Integrated General Ledger
- Core Processor Integration
- Payables Management
- EFT for Payables
- Fixed Assets
- Automated Business Alerts
- NCUA KPIs and Dashboards
- Safe Pay (Positive Pay)
- Purchasing / Requisitions / Tracking
- Document Imaging
- Automated Workflow
- Budget Forecasting and Management
- Account Level Security
The Benefits
| Fixed price relationship including all services necessary for implementation, training, data conversion and go-live support, as well as ongoing, unlimited annual support provided directly by the same core team. |
| Market leading core application facilitates recruiting staff with relevant experience. |
| Improved financial reporting, budget-to-actual reporting, branch profitability, trend reporting, etc. |
| Quick, intuitive, access to financial data and information, including easy-to-use drilldowns. |
| Elimination of duplication of effort and manual entry errors common in systems without strong integrations and processes. |
| Integrated Fixed Assets and Accounts Payable (many clients did not have this prior to implementing our solution). |
| Extensibility to include many additional functional modules as the credit union grows, including Payroll, Human Resources, Purchase Orders, Invoice Approval, etc. |
| Flexible Core Processor Integration built to include variable options as requested by our clients, including the ability to work with a variety of core processors. A number of clients have switched their core processor and continued to use our solution with minimal cost for the conversion and minimal impact to the accounting department. |
| Many pre-customized screens and reports developed specifically for credit unions and driven by our clients’ needs and desires. As we build new components, we most often offer them to existing clients free of charge. |
| Field and support professionals who are tenured, certified, friendly and committed to a great experience with each and every credit union client. |