Keep membership, shares and payments traceable. Member and share administration
When contacts, shares and payments live in separate files, every enquiry requires reconciliation. We connect these records with clear responsibilities and a reviewable change history.
A shared record needs clear rules.
Before migration, we compare member identifiers, share balances and outstanding payments. Duplicates and conflicting entries need resolving. A new system should not conceal old errors. Your responsible staff specify the rules for leaving, repayment and distributions.
What the solution can support
Extract correspondence
AI can extract details from applications, resignations and change requests. Staff review the match and content, especially bank-account changes.
Reconcile payments
Amounts and references are matched using defined rules. Ambiguous payments and partial amounts remain open for review; posting follows the agreed approval process.
Calculate shares
Shares, paid-in balances and possible distributions use rule-based calculations. Supporting documents, decisions and changes must remain traceable.
From the current workflow to a tested solution
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01
Define the scope
Select a typical case and the important exceptions. Agree data sources, roles and acceptance criteria. A workshop is not a prerequisite for implementation.
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02
Agree the offer
You receive a binding offer for the agreed scope. Flexible projects have agreed effort and cost ceilings. Additional ideas are discussed and priced before implementation.
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03
Introduce and operate
Your team checks the solution with suitable examples. Migration, training and optional support are agreed as needed. Scope, access and available capacity determine the schedule.
Which data can go where?
We agree data sources, permissions, retention and allowed external connections. Processing can take place locally or on dedicated servers, depending on your needs. Cloud AI is used only for approved content. Location, model usage and contractual terms are checked for the specific application.
A clear starting point and an agreed price
The first call is free. For a detailed assessment, our AI audit costs EUR 500 excluding VAT. It covers selected workflows, recommendations, specific project ideas and practical guidance on use and secure design.
The full EUR 500 is credited towards subsequent consulting or implementation. If we find no economically worthwhile AI use case, the audit fee is waived. Only expenses agreed in advance, such as travel, remain payable.
Simple, clearly defined applications start at EUR 2,000 excluding VAT. This is not a package price for the entire solution described here. Migration, integrations and operational requirements affect the work. Hardware, licences, hosting and support may cost extra. VAT is additional.
Related next steps
Online applications for cooperatives
A clear online application helps prospective members complete their details and helps staff review them. We connect submission, follow-up questions, decisions and transfer into your membership system.
Explore the applicationMember portals for cooperatives
A portal can reduce repeat calls when members find current information there. We design documents, personal information and enquiries as a connected workflow with appropriate access rights.
Explore the applicationQuestions about this project
Does a language model calculate distributions?
No. Financial amounts and distributions use explicit calculation rules specified by your cooperative. AI may prepare documents, but it replaces neither the calculation logic nor professional review before a payment.
Can we keep our existing systems?
We examine existing features and interfaces before planning a new solution. Integration is agreed only for parts whose technical and economic feasibility has been checked. Planning includes identifying the authoritative source and who reviews changes.
Which workflow would you like to simplify?
Describe the task, the software involved and the recurring questions. A description without confidential original documents is enough for the free first call.