Replace spreadsheets and informal ledgers with one role-governed, auditable system for subscriptions, meeting collections, income type reporting, and automated reminders.
A complete operational toolkit — from income type subscriptions and recurring plans to meeting collections, budgets, and PDF reports.
Classify every subscription by purpose — general, capital, outreach, or restricted. Full payment metadata recorded for every receipt: member, income type, method, period, reference, and the user who logged it.
Weekly, monthly, quarterly, or annual subscription commitments. Overdue members surfaced automatically — no manual tracking.
Member records with full subscription history, contact workflows, and complete treasury context for lodge follow-up.
Assign members to lodge meetings, festive boards, or appeals. Track expected amounts, partial payments, and outstanding balances per meeting.
Treasury-level budgets per category with real-time planned-versus-spent visibility to keep spending decisions informed.
Overdue subscription nudges, meeting payment reminders, and thank-you messages. Every send logged with status for full traceability.
Clean member subscription histories with fund-level detail and export-ready treasury data for follow-up and reconciliation.
Dashboard, income type performance, meeting collection, and budget analysis — all available as exportable PDF reports.
Every organisation is completely isolated. All records are tenant-scoped at the data layer — zero cross-tenant exposure.
No accounting expertise required. Doric Treasury is built for lodge treasurers who need structure without complexity.
Register and configure your tenant. Define your funds, invite your team, and assign roles — all in a few minutes.
Create member records and set up recurring subscription plans so the system knows exactly what is owed and when.
Log every receipt with income type, payment method, period, and reference. The full audit trail is built automatically.
View dashboards, trigger reminder workflows, manage meetings, and export statements whenever you need them.
Doric Treasury is a free, standalone product. Replace fragmented spreadsheets with one auditable source of truth — no accounting expertise required.