A solution designed to help you balance Core Shares, Certificates, Loans & Cash with General Ledger.
There are many balancing functions that all credit unions must do on either a daily, monthly, or quarterly time frame.
This typically involves using reports from your General Ledger, Core application, or third party processor, and quite often creating an innovative Excel spread sheet to facilitate the operation.
eform. a software development firm, that has been developing solutions for credit unions for over 25 years, has developed a solution that will assist your credit union complete a number of necessary tasks in a fraction of the time it normally takes.
Leaving time available for more important tasks
Use the reports you currently use, save them to a secure folder,...
In minutes your eBalancing reports are ready.
You will receive notification on your mobile device.
eBalancing
11/11/2024
Your report is ready.
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How will eBalancing benefit my credit union?
History saved for 5 years. The final Balancing Report and the input reports are saved for future reference during audit.
Eliminates data entry errors. By reading the reports electronically instead of entering the information manually, data entry errors are totally eliminated.
Amazingly Fast. eBalancing provides your detailed result within 5 minutes of receiving your reports.
Flexible frequency. Modules may be run daily instead of weekly or monthly; however, running more frequently may highlight any anomalies quickly where they may be more easily resolved.
Central location. All of the information including the reports used in the balancing process are available in one location.
Corrections. If the accounts are not in balance, corrections can be made and the reports run again.
Frequently Asked Questions
How much does eBalancing cost?
$95 / month with the first month free.
What Core Applications does OnCore Balancing Support?
eBalancing is designed to connect with any Core Processor.
What General Ledger Systems do you support?
eBalancing is designed to connect with any General Ledger System.
Is our information secure?
The application is hosted on our Amazon Web Services (AWS) server
Is this application designed specifically for Credit Unions?
Yes.
Is support included in the fee?
Yes, your monthly or annual subscription includes support.
What is involved in the installation?
Your secure folder will be established, and the reportd from your Core and General Ledger will be reviewed. You will then be operational. There is a one-time fee for installation.