What is TransAct?

TransAct is a stand alone online platform that allows you to manage all of your residents petty cash in one place. Designed by the care industry for the care industry, this platform is aimed more at the care home industry. The software transforms how you manage the incomings and outgoings of all your residents

Who is TransAct designed for?

TransAct is designed for any service that has residents living on site. You may currently manage the residents “personal money” in many different ways such as individual money folders, or a cash tin that holds a float of cash for residents needs. TransAct streamlines these processes to ensure there is savings in both time and resources, that the data is safe and accurate, and it provides real time information to give you a full financial overview.

Time Saving

Audit Trail

Ease of Use

Security & 
Privacy 

Key Benefits

How does TransAct work?

As owner or Director of the company, you will have full oversight of all of the care homes. Your nominated administrator will be issued with their own unique login details. All residents will have their own account where the administrator can see their individual balances and an overall home balance.

Any time a resident receives or spends funds, this is entered in to the system where it will automatically update both the residents balance, and overall home balance.
Once items are purchased, all receipts can be uploaded to provide an accurate audit trail so no more lost receipts.

Nominated family members will receive their own login details for their loved one. When the balance gets below an agreed amount, the system automatically emails the family member to let them know the account requires topped up. Once logged in, the family member can view the full history of Transactions for their loved one.
Leigh
Care Home Administrator
“ TransAct really helps me with day-to-day transactions within the business, Transact is easy to navigate and is extremely helpful with accurately keeping track of spending. We would not go back to our old way of using spreadsheets”
Fiona
Care Home Receptionist
“TransAct has saved us so much time and stopped any small errors when counting. I love the fact that everything is in one place and the family members really like the transparency of transactions. We had the care inspectorate in for an inspection and they loved the system”
Sharon
Care Home Finance Manager
‘A great system to have transparency when managing residents’ finances – it’s been a godsend! ‘

Prefer a personal demo?

Still not convinced? Let us show you what our system can do to help you. 
SCHEDULE A DEMO
homedatabasedicelicensecalendar-fulldiamondcoffee-cupbriefcaseclockcross