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Control complex revenue streams with Xledger’s finance software for membership organisations.
Many membership organisations spend large amounts of time manually processing invoices, relying on spreadsheets and manual data entry rather than automated reconciliation.
Our automated true-cloud accounting software reduces manual data entry and creates an efficient billing process. Leverage Xledger’s automated recurring billing tools and optimise your finance function’s time.
Is your membership organisation facing these challenges?
- Lack of visibility for budget holders and trustees
- Time-consuming financial processes that rely on manual input
- Difficulty producing up-to-date financial reports
- Inability to track restricted and unrestricted funds accurately
Valuable insights at your fingertips
Gain deeper visibility with powerful, customisable dashboards. Monitor KPIs, explore trends, and drill into real-time data with zero limitations.
Seamless integrations
Unify your financial hub with existing systems — from CRMs to open banking tools and everything in between so you are working from one single source of truth.
Efficient and intelligent automation
Reduce human error and eliminate manual tasks with smart automation tools like purchase-to-pay workflows and advanced OCR technology.
“Xledger’s ability to help automate and streamline processes, from pay runs to document registration, whilst enabling better financial controls and transparency, sets us on the right path to being able to scale our operations in the near future.”
Luke Robinson, Head of Finance
English Speaking Union
Budgeting and forecasting
Xledger’s budgeting and forecasting capabilities equip membership organisations with the tools to track deferred subscription income for compliant revenue recognition. Re-forecast with ease, give budget holders control, and gain a clear insight into the financials of trading and non-trading entities.
Automated processes
Automating key processes like bulk and recurring billing removes the need for day-to-day transactional management. Create time for your finance function to complete value-adding activities by reducing time-consuming manual data entry and payment processing.
Built-in reporting and BI dashboards
Xledger’s configurable BI dashboards and real-time reporting capabilities provide membership organisations with clear oversight of their financials. Benefit from the flexibility to drill down into your latest event or grant with powerful BI tools. With role-based dashboards, appropriate users, directors, and stakeholders can easily pitch to potential donors and boost brand awareness.
Subscription and membership processing
Membership organisations rely on subscriptions. Xledger’s automation streamlines the management of recurring membership payments and creates a steady revenue stream with monthly or annual recurring invoicing.
Fund reporting
Xledger simplifies project and fund accounting. Membership organisations need to ensure they use restricted funds appropriately. With automated tracking and reporting, you gain a single source of truth that presents financial data in easy-to-understand visual ways.
“Xledger team were professional and friendly in their approach. We got the sense they understood where we wanted to go in our journey and as such felt convinced we would work well with them.”
Victoria Kobus, Financial Reporting and Business partner
English Speaking Union
Why Xledger for membership organisations?
Trusted by a growing customer base of membership organisations, including RSPB, Royal College of Midwives, and English-Speaking Union, we understand the challenges that your organisation may be facing. Our consultants bring a collective 280 years of accounting experience to implementation projects and have the industry knowledge to support your organisation’s digital transformation goals.
We serve membership organisations with:
- Anytime, anywhere, any-device access
- Automated recurring billing capabilities for efficient invoicing processes
- Seamless implementation and integrated support services with experienced consultants
- Powerful built-in reporting, and budgeting and forecasting tools to support budget holders
- Full visibility of real-time data and insight via role-based dashboards
- Increased control over restricted and unrestricted funds with consolidated fund accounting functionality
With minimal disruption to business as usual, no need for additional hardware costs, and a proven track record of successful onboarding and training processes, Xledger is the true-cloud ERP software choice that can propel your membership organisation towards greater success.
Get in touch
Have any questions on Xledger’s finance software?
Get in touch with one of our dedicated team.
Contact person
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Any questions?
If you would like to know more about Xledger and speak to one of your product consultants, please complete the contact form. A member of our team will contact you within 24 hours to discuss your requirements, the functionalities of the system, and to answer any questions you may have.
