Onboarding

Add your organization, choose a plan, and set up a funding account for the first time.

Workflow

  1. 1

    Add your organization

    On the create-organization page, choose a type (SACCOS, microfinance or VICOBA), enter a name, and Adili suggests a short slug you check for availability before continuing.

  2. 2

    Choose a plan

    When the organization requires a paid plan, pick a plan and billing cycle, add add-ons, and continue to checkout. A free plan applies at once; a short trial is available for some types.

  3. 3

    Set up a funding account

    Enter the account that mirrors the real one your branch disburses from. The account needs approval when maker-checker is in force; once approved, your organization is ready.