BetaOperations & Back Office
RedVisor
Reconciliation platform for credit unions and CUSOs — cash-to-GL, participations, and cash-in, examiner-ready.
The problem
Reconciliation at credit unions and CUSOs still runs on sprawling spreadsheets and tribal knowledge — daily cash-to-GL, loan-participation settlement, cash-in. One key person leaving is a single point of failure, and every examiner request means rebuilding the trail by hand.
What you get
- Automated daily cash-to-GL and loan-participation reconciliation across your whole book
- Every match and adjustment captured in a field-level, append-only audit trail — examiner-ready
- New reconciliation types are configured, not custom-built, so coverage grows fast
Access instructions
Access instructions are available to signed-in partners.