Financial control from the parent down to every local
One contract. One invoice. Transparent allocation to every local and chapter. Dues tracking, per capita calculations, and treasury reconciliation — all audit-ready.
Parent-Level Billing
A single contract covers your entire deployment. The parent organization receives one invoice. No per-seat surprises, no hidden tiers.
Local Allocation Engine
Allocate costs across locals, chapters, and regions by membership count, module usage, or custom formula. Every allocation is transparent and auditable.
Dues & Per Capita Tracking
Track dues collection, per capita obligations, and remittance schedules per local. Automated calculations, variance alerts, and historical reporting.
Treasury Reconciliation
Match platform billing against bank statements and internal ledgers. Flag discrepancies before they become audit findings.
Tax Compliance & Reporting
Generate T4/T4A slips, track GST/HST obligations, and produce year-end financial summaries. Designed for Canadian union tax requirements.
Budget Controls
Set spending limits per local, per module, or per AI capability. Alerts fire before limits are reached — never after.
Financial Dashboards
Consolidated views for treasurers, CFOs, and executive boards. Revenue, expenses, fund balances, and allocation status at a glance.
Built for real union financial governance
Treasurers
Reconciliation, dues tracking, and T4 generation. Everything you need without three different spreadsheets.
Officers & CFOs
Consolidated financials, allocation transparency, and budget variance reporting for executive board meetings.
Parent Organizations
Single-invoice billing, top-down allocation visibility, and per capita compliance across all affiliated locals.
See the financial module in action
This module is activated through your deployment contract. Start a pilot to see how it handles real financial workflows and allocation rules.