Representative Payee Software

Grow your business through streamlined financial management.

Trust AccuFund to help you better serve your clients.

Easy and Intuitive
Work more efficiently and
increase productivity.

Online or Onsite
We offer multiple deployment options to meet your unique needs.

Sustainable Value
Our consultants can help reduce costs and improve efficiency.

Save time and grow your client base.

AccuFund’s Representative Payee software is ideal for organizations that manage multiple custodial/trust accounts. While our standard edition is appropriate for most representative payee organizations, we also offer a professional edition for larger organizations that need to control access to client/patient accounts by region or facility. 

Through robust reporting, automation, and fully auditable workflows, AccuFund delivers valuable tools designed to strengthen your relationships.

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Representative payee working

Here are just some of the capabilities that make AccuFund a trusted partner to representative payee organizations nationwide:

  • Combine individual accounts into one or more physical bank accounts
  • Manage client balances separately and generate individual client statements
  • Generate Revenue, Expense, and Balance Sheets for each client, showing all activity and current balances,
  • Set controls to prevent overspending
  • Automate the process of receiving cash from the bank and applying it to individual client accounts
  • Reduce repetitive entry by setting up recurring cash receipts for monthly support payments

The core system includes a general ledger for all your financial data, plus modules for easy financial reporting, customizing dashboards, tracking and paying bills, managing cash receipts, and reconciling your bank accounts.

To meet the specific needs of different representative payee organizations, we also offer the following add-on modules:

  • Allocation Management
    Allocate expenses, create invoices, perform account reconciliations, and distribute budgets automatically, at user-specified intervals.
  • Purchasing with Inventory
    Manage all your purchasing and in-house inventory needs.
  • Client Accounting
    Eliminate the need to maintain a separate system for your clients’ financial information.

Complete Data Integration

Automatically pull in data from your existing systems, as you eliminate manual work and free up time for strategic planning.

Organization-Wide Access

Get your performance data out of the back office and into the hands of managers and other authorized users.

Robust
Reporting

The AccuFund Financial Report Writer makes it easy to meet internal and external requirements in requested formats.

“You can create customized reports that are very in-depth and deliver the exact information you’re looking for.”

~ Easton Volunteer Fire Department

Government Agencies Across the Country Trust AccuFund

“Our ability to pull data on an actual basis, directly from our accounting system, improves the timeliness and accuracy of our reporting.” 
—T. Pennington, Rancho Simi Recreation and Park District

"We went from using paper time cards to a database and generating payroll reports automatically.”
—J. Gillenwater, Central Lyon County Fire Protection District

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