Trial Balance+

Ensure you can immediately access member data.

Access to member data is critical for any credit union, especially when the core system is unavailable.

  • It can be a slow and arduous process to thumb through a trial balance report to validate a member’s balance.
  • History can slow down your core system.
  • Dredging through millions of records to research a specific transaction for a member can take many hours.
  • A move to a new core can leave you without access to historical data.

Trial Balance+ enables the export of member account information to an external secured system. Trial Balance+ is an extremely versatile tool with a rich user interface and it can be accessible from any branch using your favorite web browser with single logon.

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