Manage members, contracts, payments and open items in one place, with a photo and ID attached to every record. Anyone behind on payment moves automatically into the matching dunning stage, with return-debit fees and a traceable history. Payment status is ready at month-end close, alongside membership statistics by year.
The Agentic Part
A dunning agent builds staged reminder lists and due-date runs for half-yearly and yearly payers, and a second agent matches bank transactions automatically, sorting them into four categories: matched, to check, returned debit, unassignable. For every delinquent member, a further agent assembles a collections dossier as PDF with a structured export. Every run stops for a review before anything is booked or sent, so nothing goes out without your approval.
Main Features
- Central member database with contracts, payments and open items
- Automatic calculation of contract balance and member status
- Screens for members, contracts, payments, open items, renewal and statistics
- Login with roles and permissions
- Member data queries without opening a report
- Ready-made workflows for dunning lists, due dates, PDF output and export
- Review step before every run, with full run history
- Overview of open items and payment status
- PDF table builder for dunning notices and collections dossiers
- Plain-language query for describing a run
Use Cases
- Get a complete view of payment status and open items at month-end close.
- Move a delinquent member automatically into the matching dunning stage, with return-debit fees and full history.
- Hand your collections agency a finished dossier for every delinquent member, with a structured export.
- Keep every booking under control, because a review step holds before booking or sending.
What we build for you
- Your own contract types and price rules
- Reminder timing and late-fee amounts, set to your rules
- All list values and labels in your club's own wording
- Your own branding on every screen
- Mail templates in your voice
- Migration of your existing member records
- Export format for your collections agency
- Your dunning stages and fee amounts
- Deadlines per contract type
- The export columns your collections agency requires
- The wording and layout of the letters
- Which steps stay manual
