Done-for-you BalanceTrail
Your records. Moved, organized, and ready to use.
Install BalanceTrail yourself for $149, or let us handle the technical setup and help move your club from spreadsheets or manual records into a working financial trail.
No sales call required
Fixed scope before work begins
Email-based setup
Choose the level of help
Use BalanceTrail your way.
Self-install, have us launch it, or hand us the records and let us help move the financial history into place.
Self-service
BalanceTrail
$149one time
For organizations comfortable managing their own hosting, configuration, and imports.
- BalanceTrail 1.0 license
- Self-hosted PHP + MySQL/MariaDB
- Charges, payments, allocations and credits
- Statements, reporting and Treasurer Handoff
- CSV/XLSX import tools
Buy BalanceTrail
Done-for-you launch
Assisted Launch
$499fixed price
For clubs with clean records that want BalanceTrail running without handling the technical installation themselves.
- BalanceTrail license included
- Installation on compatible hosting
- Database and environment configuration
- Initial administrator and organization setup
- Email, payment methods and basic permissions
- Recurring billing configuration if needed
- One clean member import
- Readiness check and email handoff
Request Assisted Launch
Records to working system
Treasurer Migration
$1,295starting at
For clubs that want help cleaning, mapping and moving their current financial records into BalanceTrail.
- Everything in Assisted Launch
- Member data cleanup and mapping
- Custom field mapping
- Opening balances and credits
- Historical payment import
- Payment method mapping
- Duplicate review and import validation
- Charge and recurring-dues configuration
- Balance reconciliation
- Initial Treasurer Handoff package
- Recorded system walkthrough
- 30 days of email support
Start a Migration Review
Standard Treasurer Migration pricing is intended for up to 300 members and one primary source workbook or equivalent export. Complex, incomplete, unusually large, or multi-source records are reviewed before a fixed quote is provided.
No meeting required
From current records to a working trail.
1Tell us what you have
Describe the current system, approximate member count, and the records you track.
2We review the scope
If needed, we will request an anonymized sample by email and identify what can be migrated or cleaned.
3You get a clear price
We confirm the scope and price before migration work begins. No surprise hourly meter.
4We build the trail
BalanceTrail is configured, records are staged and validated, and the finished system is handed back with a walkthrough.
Migration review
Show us how your club works today.
You do not need to schedule a call. Send the basic structure of your current process and we will reply by email with the next step.
Do not send private data yet.
If we need to inspect a sample file, we will ask for an anonymized copy after reviewing this request. Never send passwords, hosting credentials, card information, or other secrets through this form.
