SaccoSys Handbook

SaccoSys

Digital Handbook

Disrupting SACCO Banking Status Quo

#EscapeTheSpreadsheetHassle

SaccoSys

SaccoSys is Made for your SACCO!

Make the best out of your SACCO by focusing on what really matters as we handle financial administration.

www.saccosys.com

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About SaccoSys We began in March 2024 with a desire to disrupt Savings and Credit Co-operatives (SACCOs) management by offering a streamlined, intuitive and affordable cloud-based software.

Dreaming big but wisely, SaccoSys started with serving just one SACCO. Within five months, it had gained traction to be adopted and implemented by five SACCOs. SaccoSys is a software designed to meet the financial management needs of small and growing SACCOs, Savings and Investment Groups, Company SACCOs, Micro-Finance Institutions (MFIs) and Village Savings and Loans Associations (VSLAs). Offered as a Software as a Service (SaaS), SaccoSys empowers SACCOs to easily deliver modern financial experiences to their clients.

By Numbers

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+ SACCOs Empowered 07 in < 1 Year

+

+ Average SMSes & 167 Emails Sent Per day + Daily Average 1,343 Transactions + SACCO Members

2,348 Served

www.saccosys.com

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SaccoSys

WE’RE BUILDING STRONGER SACCOS, ONE MEMBER AT A TIME

BY OFFERING A COMPLETE SUITE OF FINANCIAL TOOLS RONALD KATO

Product Manager, SaccoSys

SaccoSys

SaccoSys empowers SACCOs to build customer relationships, laying a foundation for long-term success and financial growth.

“At SaccoSys, we innovate with purpose, fueled by our impact to create lasting difference for SACCOs and their members. Every day, we come together with a shared commitment to putting our clients first.”

www.saccosys.com

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Disrupting SACCO banking status quo.

T

raditional SACCO data processing and management systems, such as Excel spreadsheets, present inefficiencies in SACCO banking.

Recognising that these systems weren't working as expected, a decision was reached to develop a new consumer financial service platform — one specifically designed to reduce operational costs, enhance efficiency and meet the needs of every SACCO. SaccoSys exists to change the banking status quo in SACCOs.

www.saccosys.com

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SaccoSys

Pricing

Philosophy Say goodbye to costly license charges! With SaccoSys, you only pay for what you use, no hidden charges.

Our flexible pay-as-you-go pricing model ensures that subscription charges apply only to ACTIVE SACCO members. If your SACCO has no active members, you pay nothing. saccosys.com/pricing

800 /=

SaccoSys

From JUST 800 Ugx /Active Member

www.saccosys.com

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SaccoSys

Who we serve

SaccoSys is designed to empower financial institutions of all sizes.

01. Small and Growing SACCOs

02. Savings and Investment Clubs 03. Company SACCOs

04. Micro-Finance Institutions (MFIs) 05. Investment Clubs

06. Village Savings and Loans Associations (VSLAs)

SaccoSys

www.saccosys.com

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Customer Relationships start here!

SaccoSys is more than a software, it’s a key to lasting SACCO success. saccosys.com/book-demo

www.saccosys.com

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By empowering SACCOs to build, manage and strengthen customer relationships, SaccoSys transforms the way SACCO engage with their members.

SaccoSys

Features you’ll love

Get back to doing things you love most in your SACCO 01. Member On-Boarding

06. Shares Management

Simplify member on-boarding and account opening. Manage savings/ deposits and withdrawals.

Easily manage member shares with SaccoSys, ensuring accurate records and transactions.

02. Robust Dashboards and Reports

07. Fixed Deposits

Predictive, filterable and exportable reports on member savings, shares and other financial statements.

Track and manage fixed deposits, including interest calculations and maturity payments, Withholding Tax management.

03. User Roles and Permissions

08. Loan Reports

SaccoSys employs a Role-based Access Control (RBAC) model, allowing you to add unlimited users with customizable roles and permissions. This ensures that your SACCO’s operations run smoothly and securely.

Printable loan reports such as Portfolio on Ageing Loans, Pending Due Loan Repayments and Past Maturity Date Loans

04. Loan Portfolio Management Handle Loan Aging, Member borrowing and Repayment behavior prediction with AI integration. Handle Penalties, fees, Loan rescheduling and Pay-off with ease. Generate accurate loan schedules and related reports.

05. Loan application and approvals Manage the entire loan lifecycle, from application to appraisal, approval, disbursement and repayments.

Generation of automated-printable loan repayment schedules. Manage loan documents. Automated and Manual daily and monthly penalty application.

SaccoSys

09. Data Security and Audit Trail SaccoSys ensures data integrity and security through User access and fraud control mechanisms. We employ Two-Factor Authentication (2FA) at login. Manual and Automated backups and robust audit trails are implemented. Fraud is controlled through a reversal functionality where transactions are reversed instead of deleting entries. We keep reversed records for auditing purposes.

10. Income and Expenses Stay on top of your SACCO’s financial health with SaccoSys. Our platform allows you to record all income and expenses, providing clear insights into your financial status.

www.saccosys.com

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11. Messaging and Email Center Keep your members engaged with our messaging center.

Send Bulk SMS campaigns or email notifications, automated birthdays. This module integrates with the loans module to facilitate loan late repayments reminders, SMS and email notifications on deposits and withdrawals.

12. Savings and Withdrawals SaccoSys provides an easy-to-use platform for managing members' savings and withdrawals. Manage regular savings and withdrawals. Keep accurate, up-to-date records of shareholdings.

13. Bulk Imports Importing large datasets is quick and easy. Our bulk imports module saves you time and reduces the risk of errors, allowing you to maintain accurate records. Import large amounts of data in one go. Reduce manual entry and minimize errors. saccosys.com/features

www.saccosys.com

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SaccoSys

SaccoSys

What Makes SaccoSys UNIQUE!

We’re unique! so is your SACCO

4/6

User-friendly interfaces

1/6

Purpose-driven innovation SaccoSys stands out by delivering innovation that makes a real impact for SACCOs and their members.

2/6

Private and Secure Protect your financial data with cutting-edge encryption and multi-layered security protocols, ensuring peace of mind.

3/6

Customised Solution SaccoSys is customised to meet your SACCO's specific needs, allowing for flexible management and growth.

SaccoSys offers a seamless experience, ensuring that any SACCO can easily navigate and benefit from it.

5/6

24/7 Chat and Phone Call Support With unmatched customer support, we are dedicated to providing clients with continuous and personalized assistance, making sure their needs are met at every step.

6/6

Data security at the heart of SaccoSys We put data security & privacy at the core of SaccoSys CODE BASE for the safety of data on top of real-time security audits on system logs.

For details, please head to our Privacy Policy and Terms of Use website pages.

SaccoSys

www.saccosys.com

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Customer Success Sories

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Victor, General Manager ABICODE SACCO SaccoSys has given us a name in the market as a Digital SACCO while engaging with clients through SMSes. www.saccosys.com

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Stella, Manager Kakoba Kidongo SACCO We’d difficulties in tracking loans and savings due to missing credits and wrong posting. SaccoSys has automated this.

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Jovita, Manager Rwizi Traders SACCO SaccoSys has helped us reduce overhead costs on stationery. and achieve a 20% financial growth.

SaccoSys

SaccoSys

Happy Clients

2025 in Review What’s happening at SaccoSys

Adv. Kansime Philbert appointed as Legal Advisor — 18 February, 2025.

SaccoSys, sign MOU with Impact Savings Loans Association (ISLA), a staff savings association for employees at the National Water and Sewerage Corporation (NWSC), Mbarara.

— 27 January, 2025.

SaccoSys signs MoU with Kakoba Financial Services Ltd. 27 January, 2025.

SaccoSys

Deployment & Training at Kakoba Financial Services SACCO — 04 January, 2025. www.saccosys.com

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SaccoSys Team

Kuribakanya Rose Rwankore

Mugumya Norman

CPA. Patience Natuhwera

Ronald Kato

Adv. Kansime Philbert

Mafundo Eric

Chief Operations Officer, SaccoSys.

CPA, Expert in Accounting.

Legal Advisor, SaccoSys.

Nuwenyine Junior Sales Officer, SaccoSys.

STRATEGIC PARTNERS

Chief Technology Officer, SaccoSys.

Product Manager, SaccoSys.

Sales Officer, SaccoSys.

SaccoSys YAATU TECH LIMITED P.O. Box 421770 Mbarara, Uganda Call: +256705453087 +256772427719 / +256775545455 Email: sales@saccosys.com

www.saccosys.com SaccoSys SaccoSys is not a SACCO but a financial technology company. Banking services are provided by the SACCOs we support.

SaccoSys