Trial Balance+
Find the Transactions You Need—Fast
Trial Balance+ simplifies the process, allowing your credit union to quickly locate and export the exact transaction data you need—without the hassle.
By providing fast, efficient access to member account data, Trial Balance+ helps streamline operations, improve response times, and enhance the member experience.
Benefits of Trial Balance+
Benefits of Trial Balance+
- Reduce staff workload by eliminating time-consuming manual searches.
- Improve operational efficiency with faster access to transaction records.
- Enhance member service by providing quick answers to transaction inquiries.
- Optimize data management with easy export and reporting tools.
- Minimize errors with precise, real-time financial data retrieval.
Key Features
Fast Transaction Search
Quickly locate specific charges, payments, or purchases.
Exportable Member Account Data
Retrieve and analyze data for reporting.
Seamless Core Integration
Works directly within your credit union’s system.
User-Friendly Interface
Simplifies transaction verification for staff.
Improves Member Support
Reduces wait times and enhances service quality.
Get the Answers You Need—When You Need Them
With Trial Balance+, your credit union can resolve transaction inquiries faster, support members more effectively, and improve operational efficiency—without unnecessary delays.
Schedule a Demo Today to see how Trial Balance+ can help your credit union streamline financial data management.
