For cooperatives & welfare funds
Records your committee can read and your board can trust.
Month-end reports generated rather than assembled, institutional memory that survives a handover, and staff roles that actually separate.
What is going wrong today
The books live in notebooks, and the notebooks live with people.
Month end takes days
One person rebuilds the figures in a spreadsheet from several notebooks and a WhatsApp thread. Every month.Records leave when people leave
A treasurer steps down and half the institutional memory goes with them. The handover is a stack of paper.Every balance query is an excavation
The right book, the right page, the right week — for one member’s question.Nobody separates duties
The same person records the money, banks the money and reports on the money. That is a problem long before anyone acts on it.That’s not a training problem — it’s a controls problem. See how dual control and role separation close it.
What you get
Six things your organisation gets.
01
Month end, generated
Daily collections, cashflow, member balances and a trial balance — out of the system, not out of a spreadsheet.02
Roles that separate
Thirteen distinct staff permissions, enforced server-side, not merely hidden in the interface.03
Dual control
Payouts, reversals and forfeits route to a second approver before they execute.04
Members serve themselves
Balances, statements and payments in the member portal — the query queue disappears.05
Bring your existing book
Bulk import moves your member list and balances across. The handover stops being paper.06
An audit log of everything
Who did what, when, on every plan. Institutional memory that doesn’t retire.Bring your member list to a demo.
Thirty minutes, screen shared, no slides. We’ll show you what your month end would look like — generated, not assembled.