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Browse practical guidance for the workflows your SACCO team handles every day.

Members and KYC

Registration, documents, beneficiaries, status changes and member records.

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Contributions and shares

Products, allocations, receipts, balances and share capital activity.

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Loans and guarantors

Applications, appraisal, approvals, schedules, repayments and arrears.

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Payments and reconciliation

M-Pesa, bank feeds, matching, exceptions, reversals and posting.

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Reports and audit

Operational reports, financial views, exports and audit evidence.

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Access and security

Users, roles, permissions, approvals, passwords and account access.

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