True North 450 Book a demo

Every account matched, every month

Bring in bank activity and match it to each beneficiary’s budget and payments. Exceptions surface early, so month-end stops being a scramble.

Book a demoHow it works

Close the month without the late nights

Reconciliation works from the same records your team already keeps, so nothing is entered twice.

Import

Bring in bank activity

Upload statements or bank files and every transaction comes in ready to match.

Match

Automatic matching

Transactions are matched to the budgets and disbursements they belong to.

Exceptions

Exceptions first

Unmatched deposits, duplicates and missing payments are flagged for review.

Per person

Balances per beneficiary

Each person’s share of a pooled account stays accurate and easy to show.

Close

A clear month-end

Mark the month closed with every account accounted for.

Audit trail

Every fix recorded

Corrections are logged with who made them and why.

A month-end in four steps

  1. Bring in activityUpload the month’s bank files.
  2. Review matchesMost transactions match on their own.
  3. Clear exceptionsWork the short list of items that need a person.
  4. Close the monthEvery beneficiary’s balance is current.

Other ways teams use True North 450

Payee OperationsIntake, budgets and disbursements in one placeSSA ReportingSSA forms filled in from the client recordSwitching to True North 450Move your program over without missing a payment

See it with your own workflows

Book a 30-minute walkthrough built around your caseload.

Book a demo