MemEx for Finance

MemEx can integrate with your existing finance systems and streamlines
processes to drive greater efficiencies and ROI.

MemEx integrates with your existing finance systems and streamlines processes to drive greater efficiencies and ROI.

INTEGRATION WITH ANY FINANCE SYSTEM OR PAYMENT GATEWAY
Full integration with any finance system or payment gateway - including Worldpay and Opayo - helps members to make online payments which are logged in the CRM along with a full transaction history.

PAINLESS PAYMENT PROCESSING
MemEx provides full integration with any finance system or payment gateway including card payments with Worldpay, Opayo, Apple Pay, Google Pay or AccessPay and direct debits with GoCardless and SmartDebit.

MemEx also supports traditional invoice payments via BACS and can generate invoices in the member portal. All this activity is logged in the CRM along with a full transaction history

ACCOUNT SYSTEM INTEGRATION
MemEx provides seamless asynchronous integration with widely used finance systems such as Sage or Xero and delivers full basic accounting capabilities within the CRM system so you can generate charges, raise invoices, and credit notes, process payments, refunds and more.

This gives your CRM full Sales Ledger capabilities and means it’s your single source of truth for all financial activity.

COMPREHENSIVE REPORTING
From defining profitability of events and training courses to member grades, MemEx makes complex data easy to understand in configurable dashboards and reports that can be exported to PDF, XLS, CSV or RTF files.

Find out more about MemEx