Track Program Fees with Clarity

Stop chasing spreadsheets. Daily accruals, simple balances, dependable reminders.

Book Demo
Client: John D. — Balance Overview
Date Type Amount Balance
2025-09-01 Fee Accrual $20.00 $20.00
2025-09-05 Payment -$100.00 -$80.00
2025-09-10 Adjustment $10.00 -$70.00
2025-09-30 Penny Adjuster $0.45 -$69.55
Current Balance: -$69.55

Accurate Accruals

Fixed monthly fee accrues daily with a month-end penny adjuster for exact totals.

Hands-Off Reminders

Automated SMS + Email balance notices sent at the same time every month, logged for reliability.

Audit-Ready Ledger

Immutable records with payments, adjustments, and balances that finance teams can trust.

Features

Dashboard

  • Counts of active clients and outstanding balances
  • Overdue buckets (30/60/90 days)
  • Search by name or ID
  • CSV export

Client Pages

  • Profile with balance, elapsed time, and daily rate
  • Transactions: payments & adjustments
  • Fee changes effective from future dates
  • Download tabular PDF reports

Notifications

  • Automated anniversary reminders via SMS + email
  • Manual ad-hoc sends
  • Logged delivery status

Administration

  • User & role management
  • Flags: Sent to collections, Written-off
  • Daily backups and 99.5% uptime
  • Mobile-first responsive UI

Collect more cash, faster — with fewer mistakes.

Ready to simplify your fee tracking?