True North 450 handles budgets, approvals, payments, reconciliation and SSA forms, with a trail on every dollar. So your team's time goes to the people behind each record.
This month, for Harold
Paperwork
Harold worked 41 years.
Now he forgets things.
His daughter Diane became his payee.
Payee organizations do this for hundreds of people at once.
About 7 million Americans have a payee.
Every beneficiary has a budget, bills, an allowance and an annual SSA accounting. Most payee teams track it across spreadsheets, bank portals and paper files. That makes growth hard and mistakes costly, and it ties up staff who would rather be helping people.
Each workflow feeds the next, so information entered once is there when you need it, from the first intake form to the SSA paperwork.
Capture benefits, income, contacts and documents in a guided intake, including transfers from another payee.
Build monthly budgets for housing, bills and allowances, and see what each beneficiary has left at a glance.
Route payments for approval, pay vendors and beneficiaries, and keep a record of who approved what.
Match transactions to budgets and accounts automatically, and fix exceptions before they become problems.
Generate SSA-11 and SSA-4164 forms from the client record, with every application and decision kept permanently.
Set up recurring bills once and they're paid when the money arrives. Every payment is logged with who, what and when. ACH, checks and positive pay from the same screen.
Explore Payee Operations →Bank activity is matched to budgets and payments automatically. Staff review what's flagged, sign off, and every correction is logged.
Explore Reconciliation →SSA-11 and SSA-4164 are generated from the client record. Every decision and document stays on file, ready when SSA asks.
Explore SSA Reporting →Illustrations with sample data.
True North 450 handles intake, budgets, approvals, reconciliation and SSA forms, alongside the cards and accounts your beneficiaries already use.
Most payee teams hit a ceiling because the paperwork grows with every person they take on. We designed True North 450 around a simple goal: let a single staff member care for far more people without cutting corners on accuracy or attention.
The people you serve depend on these funds for rent, food and medicine. Here's how we protect their money and their information.
Every bank transaction is matched to a beneficiary or flagged for your team, and each month closes with a report that ties your books to the bank.
Payments, changes and sign-ins are recorded with who and when. Corrections add to the history instead of erasing it, so you're ready when SSA or an auditor asks.
Social Security numbers and financial details are encrypted and shown only to the people who need them.
A half-day forum where SSA and the operators who run payee programs exchange ideas and move the field forward.
In 30 minutes we’ll walk through intake, budgets, approvals and SSA reporting using examples that look like your program.
True North 450