Accounting and Finance

Automating and streamlining accounting processes while ensuring financial data integrity.

Our Priority:

Powering the Credit Union Industry and Its Partners.

Discover financial clarity and control like never before with Plexcity’s Accounting and Finance services. Our expert team is committed to elevating your financial strategy through personalized support and advanced technologies, ensuring you’re always ahead in the financial arena.

Advanced Accounting and Finance Solutions

Customized for credit unions, credit union organizations and credit union leagues.

↘️ Browse Accounting Services

  • Review/document accounts receivables and payables
  • Prepare/document/distribute invoices
  • Update general ledger journal entries
  • Document and account for fixed assets
  • Maintain and update chart of accounts
  • Cash receipts/deposits
  • General ledger maintenance
  • Prepare monthly GL balance sheet account reconciliations
  • Reconcile monthly bank account
  • Prepare monthly financial statements and distribution of monthly reports
  • Balance Sheet Account Reconciliation
  • Statement of Activity
  • Statement of Financial Position
  • Cash Flow Analysis
  • Prepare dues invoicing
  • Make estimated tax payments
  • Pay employee expense reimbursement (ACH)
  • Process invoices
  • Members dues invoicing

↘️ Browse Finance Services

  • Complete initial accounting system conversion and set-up
  • Administer and manage the corporate credit card program
  • Administer and manage expense software
  • Electronic scanning/storage of financial documents
  • Utilize ExpensAble and ZENO expense reporting software
  • Manage online bill payment software
  • Prepare for & participate in annual audit/review
  • Complete Form 1099 filing, including Form 1099 Misc.
  • Review corporate tax returns
  • Finalize audit adjusting entries
  • Sales and use tax filings
  • Annual audit participation
  • Manage/document/communicate client aged receivables
  • Prepare and manage specific client reporting requirements
  • Prepare and manage operational and capital budgets (significant client involvement)
  • Analyze monthly cash flows
  • Cash flow management
  • Investing/investment reporting
  • Collections

Our Approach: Financial Clarity

Stay Secure, Choose Plexcity.

At Plexcity, our approach to Accounting & Finance transcends traditional boundaries by leveraging cutting-edge cloud software solutions, ensuring seamless access to your financial data anytime, anywhere. Dedicated to automating and refining your accounting workflows, we guarantee the utmost integrity and security of your financial information. Our team of seasoned accounting professionals collaborates closely with each client, providing tailored bookkeeping and reporting services that deliver timely, relevant, and precise insights. Embrace enhanced operational efficiency with Plexcity as your ally, where innovative and streamlined accounting practices are the norm, not the exception,

How We Get the Job Done

Our Accounting and Finance teams utilize top-tier tools to optimize our financial operations and insights. Sage Intacct automates essential financial processes, reducing spreadsheet reliance and enhancing visibility into real-time performance. Vena elevates our budgeting and forecasting with comprehensive analysis and reporting. Zeno streamlines expense management, offering an intuitive platform for handling expense claims efficiently. Additionally, our partnership with the WEX Corporate Credit Card Program complements our suite of financial tools by providing a secure and efficient method for managing corporate expenses, ensuring seamless integration without overshadowing the crucial roles of our other financial management tools.

Hexagonal logos of Sage, Vena, Zeno by Serko, and Wex, representing integrated financial management tools.

Plexcity proudly follows the highest standards of data security and privacy, being fully SOC and Gramm-Leach-Bliley Act compliant.

Two hexagonal badges with the left badge reading 'SOC 1® Type II Certified' and the right badge displaying 'Gramm-Leach-Bliley Act Compliant' with an eagle emblem, representing Plexcity's commitment to rigorous financial reporting and consumer financial privacy standards.

Benefits of Choosing Plexcity

Financial Advantages of Partnering with Plexcity...

It’s essential to weigh the financial implications of transitioning to our streamlined solutions. The investment in Plexcity’s services is strategically designed to be offset by the significant savings your business will realize in various areas. These savings encompass the extensive costs currently absorbed by your organization, including salaries, taxes, and benefits for accounting personnel, as well as expenses related to travel, training, system maintenance, and software support.

Additionally, our services aim to reduce the financial burdens of 1099 processing, select bank service charges, and the depreciation of equipment, while potentially enhancing your cash earnings. Take the first step towards a financially efficient future. Slash your operational budget by reducing reliance on costly employee-related expenses. Partner with Plexcity today and pave the way for unparalleled financial optimization.

Featured Success Story

Five stars rating displayed, representing excellent customer feedback for our IT services.

“We are pleased to be a client and member owner in Plexcity. This provides us more time focusing on our members while strengthening our operations.”

Paul Mercer, CEO | Ohio Credit Union League

Our Client Promise

Every step is optimized, every service improved upon, and every process engineered for your overall success.

Signed by the Plexcity Team

Ready to see how we can help?