Wallet
Balances, points and vouchers on a trusted ledger
Wallet holds balances, points, credits and vouchers on a double-entry ledger that cannot be edited after the fact. Every top-up, transfer, purchase and refund is a ledger entry, and the system checks the books continuously. Budgets, holds and limits give finance control over how value is spent.
Demo videos
Walk through the module screen by screen.
What it does
Built for Finance teams and organisations running points, credits or prepaid balances
- Balances and transactions
Top up, transfer, withdraw and refund across currencies, points and vouchers.
- Holds and purchases
Reserve funds with holds, capture them on purchase and require approval where needed.
- Budgets and controls
Allocate budgets, set limits and fees, and make administrative adjustments with a full record.
- Reconciliation and reports
Reconcile settlements and produce reports for accounting and audit.
Works well with
See it running on your own data.
Book a demo and we'll set up a workspace with the modules you need.