What payee organizations use Exact for
Exact was built inside a working payee program, so the day-to-day jobs of an organizational representative payee are the core of the product — not an add-on.
Client and benefit records
Demographics, housing, contacts, identifiers and documents, plus every benefit and program the client receives.
Benefit deposits
Post SSA, SSI and other deposits by uploading your bank’s deposit file. Collective, individual and sweep accounts supported.
Bills and spending money
Pay rent and bills by check, NACHA ACH file or client prepaid debit card. Set up recurring payments once.
Safeguards and alerts
Frontline staff can’t overdraw an account. Alerts flag resource limits, no income, dormancy, bills due and missed contact.
SSA and VA reporting
SSA accounting reports, SSA Audit / Review reports (ending balance, name, address, SSN) and VA reports when you need them.
Payee fees
Configure fee rules by program and apply them to client accounts automatically each month.
Ready for an SSA review
Every deposit and payment is categorized as it’s entered, so the accounting is already built when SSA asks for it. Role-based segregation of duties lets you split financial responsibilities across staff the way auditors expect, and Exact is SOC 1 compliant.
Share & Care House, the payee and guardianship agency Exact was built for, has run its caseload on Exact since 2013 through annual Single Audits and county, state and federal reviews.
$2.63 per active payee client, per month
Plus $20.75 a month for Premier Support. No up-front license. Inactive clients are free. A 200-client payee program pays $546.75 a month.
Also serve as guardian or trustee for some clients? Run them in the same system. Guardian and trustee features — court orders, bonded funds, court accountings — switch on for legal programs.
Guardianship softwareRepresentative payee questions
What is representative payee software?
Software that helps an organization appointed by SSA to manage beneficiaries’ benefits: recording income, paying the beneficiary’s bills, keeping each client’s money separate and producing the accounting SSA requires.
Can Exact handle a collective (pooled) payee account?
Yes. Exact supports collective and individual accounts, and zero-balance sweep accounts, with each client’s balance tracked separately.
We use spreadsheets or general bookkeeping software today. Can we move?
Yes. Many agencies set up their own clients; our team recommends the best conversion approach for your back data, and often there’s no extra cost.