PLATFORM OPERATIONS
Organization subscriptions
Create tenant workspaces and control trials, plans and service status.
| ORGANIZATION | PLAN | BILLING | USAGE | CREATED | STATUS | ACTIONS |
|---|
Purpose-built SACCO operations with disciplined approvals, clear records and real-time management visibility.
Protected access · All activity is recorded
Create tenant workspaces and control trials, plans and service status.
| ORGANIZATION | PLAN | BILLING | USAGE | CREATED | STATUS | ACTIONS |
|---|
Live operational position across all active branches.
Outstanding balance by product
Items requiring your attention
Latest recorded events for this organization
Live tenant control status
Register, verify and manage members across your branches.
| MEMBER | CONTACT | BRANCH | KYC | SAVINGS | SHARES | STATUS |
|---|
View member accounts, balances and immutable transaction histories.
| ACCOUNT | MEMBER | PRODUCT | BRANCH | BALANCE | STATUS |
|---|
Post deposits and withdrawals with references, balance checks and audit records.
Newest confirmed entries for this organization.
Manage purchases and redemptions with controlled balances and complete audit records.
Newest confirmed purchases and redemptions.
Originate, approve and repay member loans with controlled balances and audit history.
Applications enter the approval queue before activation.
| LOAN | MEMBER | PRODUCT | PRINCIPAL | OUTSTANDING | TERM | STATUS | ACTIONS |
|---|
Review pending requests independently and retain every decision for audit.
The applicant and submitting user cannot approve their own request.
Newest authorization events for this workspace.
Balanced journals generated from every financial operation in the workspace.
A simple balanced debit and credit adjustment.
Account balances from posted journal lines.
| CODE | ACCOUNT | TYPE | DEBIT | CREDIT | BALANCE |
|---|---|---|---|---|---|
| TOTAL | — | — | |||
Automatic and manual ledger postings.
Tenant-scoped financial and operational insight in base and reporting currencies.
Movement totals for the selected dates.
| ACTIVITY | BASE CURRENCY | REPORTING CURRENCY |
|---|
Comparable operating balances by branch.
| BRANCH | MEMBERS | SAVINGS | SHARES | LOANS |
|---|
Configure the operating jurisdiction, run readiness checks and preserve submission evidence.
Determines the regulatory authority and reporting context.
Automated checks identify exceptions before a pack is generated.
Creates a fixed, checksummed evidence snapshot. Generated packs do not change when live records change.
Download evidence or record the regulator’s submission reference.
| PACK | TYPE | PERIOD | JURISDICTION | CHECKSUM | STATUS | ACTIONS |
|---|
Search immutable user and system events retained for oversight.
| TIME | ACTOR | EVENT | ENTITY | DETAILS |
|---|
Manage operating locations and their assigned staff and members.
Branch codes are unique inside this organization.
| BRANCH | DISTRICT / REGION | STAFF | MEMBERS | STATUS | ACTIONS |
|---|
Control staff access, responsibility and branch assignment.
A temporary password is required for the first sign-in.
| USER | ROLE | BRANCH | CREATED | STATUS | ACTIONS |
|---|
Control your identity, colours, dates, time and money.
Configure tenant-specific savings and lending rules without changing historical records.
Opening rules, retained balances, interest and withdrawal fees.
Centralized rates, principal limits, terms, fees and KYC requirements.
Track system events routed to you by your organization’s workflow rules.
Newest alerts and workflow events for your role.
Choose which roles receive each event notification.
Manage your plan, billing contact, user-based estimate and invoices.
Charges are calculated from the selected plan and active user seats.
Select a plan to create an invoice; activation follows verified payment.
Subscription invoices retained for finance and audit.
| INVOICE | CREATED | DUE | AMOUNT | STATUS | PAYMENT |
|---|
Capture identity, next-of-kin and opening financial details.
Your temporary password must be replaced before you continue.
Create an isolated workspace, trial and first administrator.