EngagePoint Financials

EngagePoint Financials is a multi-program financial transaction and payment processing system that allows you to perform bookkeeping at program, agency, stakeholder, citizen, and household levels. The product also lets you collect and disburse payments.

Dual-entry accounting for accurate bookkeeping

EngagePoint Financials uses a dual-accounting system that was designed to meet the unique challenges states face in a multi-program environment. It clearly charts the movement of money so you know where it is and where it’s headed at all times.

The product also helps recover benefits that should not have been paid. It works closely with enrollment programs, such as EngagePoint Enroll, to identify what benefits should be recovered because of a citizen’s expulsion from a program.

EngagePoint Financials is UX2014- and Section 508-compliant. It provides:

  • Bill generation and delivery that creates consolidated individual, family, or employer bills and delivers them by web portal, email, or U.S. mail.
  • Payment processing of full or partial payments made by any medium of exchange, including cash, credit card, check, and e-check.
  • Payment disbursement that is reconciled for accuracy through double-entry account and auditing.
  • Authorization to provide a high level of security for transactions and payments.
  • Reporting to generate standard and ad-hoc reports through web-based data queries and other reporting tools.

As with all of EngagePoint Admin Suite’s products, EngagePoint Financials is designed to plug in quickly and integrate with other products that are already in place or will be added in the future.