🧾 Accounting (Automatic)

TIP

This feature is an Add-on.

Introduction

Auto-Accounting helps Teams save time and effort by recording and classifying outgoing transactions. It integrates seamlessly with Quests, KYC, and other PeerMe features.

Features

Automatic Monthly Reports

Monthly reports of recorded transactions are sent automatically via email to designated team members, ensuring everyone stays informed and financial tracking is simplified.

Payment Classification

Classify outgoing payments with categories such as grants.

KYC Integration

Integrate with KYC Providers to trigger KYC workflows based on user earnings. This ensures continuous compliance with regulatory requirements and automates your entire KYC process.

Earn Module Integration

Our upcoming Earn module enables teams to distribute rewards to members proportional to their voting power. With Auto-Accounting, we automatically track and record disbursements made through the Earn module.

Payment Intents Integration

Use the Payment Intents Module to preregister user earnings with specific conditions, such as KYC or time-based, disbursing payments when conditions are met.

Future Features

We continuously develop new accounting features based on team needs and requests. Future features will be available to teams with Auto-Accounting enabled.

Auto-Accounting can be enabled from the PeerMe Feature Configurator of your Team.