Narrow financial access
Separate view, reveal, maintenance and audit permissions for protected information.
Finance & dues remittance
Union finance and dues remittance with careful access.
Manage protected financial profiles and expenses alongside employer dues intake, independent review, immutable postings and bank reconciliation.
UnionStack shown with fictional demonstration records.
Operational outcomes
What this changes for the team.
See how this part of UnionStack helps your team organize the work and follow through.
Expense accountability
Submit receipts, review decisions, preserve activity and move approved items to payment queues.
Controlled remittance intake
Stage CSV or supported XLSX reports, map headers, match employees, check completeness and resolve exceptions before independent approval and posting.
Reconcile received money separately
Import protected CAD OFX/QFX bank statements, inspect matching candidates and split a combined deposit across authorized remittances. Preserve remainders, reversals and allocation history.
Protected financial and tax records
Manage encrypted banking and tax information, Canadian TD1 and US W-4 withholding forms, expense approvals and payment queues with separate reveal and maintenance permissions.
Catch changed file layouts
Compare incoming headers with the selected versioned import profile, distinguish compatible changes from blocking drift, and retain diagnostics for a reviewed successor profile and explicit restaging.
Prepare files with recovery in view
Queue protected remittance preparation, inspect progress and failures, and use authorized cancellation, retry or recovery without losing the original receipt or automatically approving the report.
Connected workflow
Follow the work through its record.
The exact configuration varies by tenant, but the accountable sequence remains visible.
Receive
Accept an expense or stage an employer remittance file.
Validate
Review protected fields, mappings, employee matches and exceptions.
Approve
Apply the appropriate finance authorization and preserve the decision.
Reconcile
Process payment queues or reconcile posted remittances.
Inside Finance & dues remittance
See the connected details.
Explore these workflows in the current interface, shown with fictional demonstration records. Open a screenshot to inspect it at full size.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
Put it to the test
A meaningful demonstration starts here.
A payroll file reports deductions. A bank deposit reports money received. They can arrive on different days and disagree. UnionStack retains these as distinct evidence so staff can explain an unresolved remittance rather than treating receipt, review and payment as one status.
Questions to answer in the product
- Can Finance explain a posted deduction separately from a deposit and its allocation?
- Can the team retain original evidence while correcting a posted discrepancy?
Boundaries
What evaluators should keep in view.
- Protected finance features can be gated by person type.
- Employer delegates can submit and correct reports through a separate portal. Financial approval, posting and adjustments remain with authorized staff.
- Protected original employer files have separately authorized downloads, checksum verification, retention and legal-hold controls. Imports do not automatically approve a remittance or change employment.
Next step
Evaluate Finance & dues remittance with your own workflow.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
Credit card required. Automatic billing after 30 days.