TEMPLATE GALLERY
One system of record. Validate against your CIS, push bill credits to billing, and hand payments to AP — no re-keying.
4 templates
4 templates
Real accounts, verified at the front door
Connect your CIS so every form validates member account numbers, service addresses, and account standing at the moment of submission.
Approved rebate to member bill, hands-free
A formatted export pipeline that turns approved rebates into bill-credit batches your billing system imports cleanly — nightly or on demand.
Check payments, packaged for accounting
Generates complete AP payment requests — payee, amount, W-9, and documentation packet — from approved submissions, batched for your accounting system.
Your data, everywhere it needs to be
Scheduled, documented exports of program data to your data warehouse, G&T submission portal, or analytics tools — one schema, no re-keying.
Every template in this gallery replaces a paper form, a PDF, an email chain, or a spreadsheet somebody at your co-op maintains by hand. Save one and see the difference this week.
Start your free trial with any template — be taking real applications this week.