Let Your CUSO
Crunch Your Numbers
Focus on Your Members
We’ll Keep the Books

Why CUinBalance?
Whether you’re looking to hand off your exceptions, run your 5300/Call Reports, train your back office staff, or even fill in for a back office employee who is on vacation, CU*SOUTH’s CUinBalance has the accounting experts and bookkeepers you need.
Daily Basic Services
Learn More
Stand-in Services
Learn More
A La Carte Offerings
Learn More
5300/Call Reports
Learn More
Daily Basic Services
- Share Draft exceptions
- Share Draft settlement, return postings, and balancing
- ACH exceptions
- ACH settlement, return postings, and balancing
- Corporate check clearing, balancing, and review
- Money order clearing, balancing, and review
- CUSC (Shared Branching) postings and balancing – if applicable
- Change fund reviewing, posting, and balancing
- Member trial balance reviewing, posting, and balancing
- Suspense accounts (870.00-870.99) reviewing, posting, and balancing
- ATM/Debit Cards settlement, postings, and balancing
- We will need a login, or the credit union to send reports daily
- Credit Card settlement, postings, and balancing – if applicable (both OTB and Online)
- We will need a login, or the credit union to send reports daily
- Credit Card cash advance GL balancing – if applicable
Stand-In Services
- Share Draft exceptions
- ACH exceptions
Custom Services
- Journal entries and balancing for share draft settlements and returns
- Journal entries and balancing for ACH settlements and returns
- Review change fund
- Review trial balance
- Review and balance corporate checks
- Review and balance money orders
A La Carte Services
- Corporate account daily balancing
- Corporate login required
- Miscellaneous GL Reconciliations
- Month End Services
- Investment processing and balancing
- Fixed assets/prepaid/accrued expenses processing and balancing
- 90-day delinquent loan interest postings
- Negative share balance GL transfers
- Close GL books
- Additional Services available based on the needs of the credit union
5300/Call Report Services
- Quarterly report preparation
- Set up on CU*BASE to include auto population
- Complete run sheets for the credit union
- Training if needed