Software for the I/DD Industry

When managing client bank accounts, using a collective bank account for all client funds instead of separate accounts can increase efficiency in a big way. This is especially true when taking advantage of the timesaving features of Solana’s Client Banking software.

Client Banking lets you administer one collective bank account for multiple client funds while still recording, reporting and allocating system-calculated interest (based upon the average daily balance of each client) at the client level.

Client Banking includes various reporting options including transaction-level support by client, a group of clients, or all clients for user-defined date ranges. One-click access gives you up-to-date client account balances.

Additionally when paired with Solana’s Client Information, the clients personal and bank data is available to Client Banking. Deposits, withdrawals, and interest allocations are stored as General Ledger Money Transactions, Accounts Payable Payments or Accounts Receivable Receipts for seamless integration with Solana’s Financial Management software suite.

Save time hand-keying expenses and deposits and use the built-in import wizard to automatically create the transactions for you from the bank reconciliation file.

Solana Client Banking software

Key Benefits

  • Reduce administrative costs with one collective bank account
  • Increase staff efficiencies and client satisfaction with individualized balance reports created in seconds
Download Fact Sheet
FactSheet_CB.pdf