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SerclePlatform

Credit union accounting software that joins the dots for
your organisation.

Join hundreds of credit unions and integrate Sercle Platform seamlessly
into your accounting process. Our software has been setting
the industry standard for over 30 years, and we’re just getting started.

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Innovative

We never stop innovating – we’re always adding new features to Sercle Platform’s accounting system based on the needs of our credit union partners.

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Trusted

Sercle Platform is trusted by 130 credit unions, charities, housing associations, and local governments to manage thousands of users’ data every day.

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Customer-centric

We make it, you shape it – we listen to you and your members to ensure our software keeps your world turning with the technology you need.

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Market leading

Tech evolution, for the digital revolution – our technology sets the industry standard for credit unions.

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Expertise

We’ve been working with our credit union partners for over 30 years – nobody knows the industry better.

Features

Automatic posting of
benefits / Direct Credits

Direct credits is the term applied to funds that arrive directly into the credit union’s bank account on behalf of members. Traditionally this applied to standing orders initiated by the members, but more recently has become associated with benefit payments being paid into members’ credit union accounts, either as shares/savings or to service loans. Automatically process thousands of transactions at the click of a button.

Easily reverse transactions
/ loan allocations

Simple reversal of transactions/loan allocations that won’t show up on members’ statements.

Integrated Inland Revenue
Dividend return

Create and complete your Inland Revenue Returns at the click of a button.

Email marketing and letter writing

Send your members emails/letters from Sercle Platform.

Enquiry Statistics

A security measure which can keep tabs on all user activity on the system, and log any changes to members’ accounts made by staff.

Current Account integration

Seamless integration with your current account.

Treasury Management
on site cash tracking

If your credit union handles vast sums of cash in terms of receipts and withdrawals, then this chapter will be of great importance to your organisation. One of the pivotal features within Sercle Platform is the cash monitoring system we term Treasury management. This is a means of monitoring floats held with individual tellers as well as other cash held on the premises. This feature also caters for multiple branch operations.

Integrated DWP reporting

All DWP Monthly / Quarterly / Delinquency reporting can be done automatically from Sercle Platform.

In depth marketing tools

Get a better understanding of your membership with the many in depth marketing tools found in Sercle Platform.

Sales and Purchase Ledgers

As an extension to the nominal ledger, Sercle Platform offers a comprehensive purchase ledger. All six related programs (Supplier Maintenance, Purchase Invoice Posting, Purchase Cash Posting, Supplier Enquiry, Age of Debt Report, Audit Reports) are located under a single menu heading.

Menu Priorities

Create a hierarchy of users on Sercle Platform, allowing access to certain programs within the system based on user priorities.

Universal Credit ready

An integrated module to easily administer UC payments received on behalf of members by ring-fencing monies to be paid out and distribute surplus funds to your members via multiple channels on frequencies of their choosing.

Automatic SMS text messaging
of members balances / arrears

Send your members SMS messages displaying their balances automatically from Sercle Platform. Members can also text to request an automated list of balances.

In built document scanning

Scan images into Sercle from the program itself and keep digital records of members’ correspondence / important documents.

Web site integration

Sercle Platform can work alongside your website and easily import loan applications/share withdrawal requests/membership applications etc directly into the program.

Credit Control

In depth Credit Control facility allows you to keep a close eye on members’ arrears, send letters, update diary entries for those members behind on their repayments.

Debit card integration

Seamless debit card integration

Software Downloads

Already signed up for Sercle Platform? Here are the downloads and useful guides you’ll need.

Software Updates

  • Main Application (10/05/21 @ 10:41)

  • ZIP
  • EXE
  • KeshoWeb (24/03/21 @ 14:58)

  • ZIP
  • EXE
  • LACE importer (05/05/21 @ 10:19)

  • ZIP
  • EXE
  • SMS Application no interface

  • PDF
  • EXE
  • AnyDesk remote assistance

  • EXE

Useful Guides

  • LACE importer service update guide

  • PDF
  • ZIP
  • EXE
  • Year End Guide (2019/2020)

  • PDF
  • Payment Holidays & Provisions Guide

  • PDF
  • Daily Tasks Guide

  • PDF
  • Quick Reference Guide

  • PDF
  • Utilities Guide

  • PDF
  • Universal Credit/Jam Jar guide

  • PDF
  • ZIP
  • Scanning - DLL Registration Help

  • PDF
  • G.D.P.R. Data cleansing tutorial

  • PPT
  • PDF
  • Quarterly & Annual Return Guidance
    (Updated Jan 2020)

  • XML
  • ZIP
  • Video