For Treasurers

Finally, books that balance

Track every payment — online and offline. Generate invoices, run reports, and know exactly where your organization stands financially.

14-day free trial

The challenges you face

Money everywhere

Stripe deposits, Venmo transfers, cash in envelopes, checks in drawers. Reconciliation is a nightmare.

Who owes what?

Partial payments, credits, refunds — tracking balances across families is a full-time job.

Board wants reports

Revenue summaries, outstanding balances, collection rates — you're building reports manually.

How Team Wizard helps Treasurers

Invoice management

Create invoices, track payments, and see balances. Per family, per player, or organization-wide.

Online payment tracking

Card and ACH payments recorded automatically. No manual entry for online transactions.

Offline payment recording

Log cash, check, Venmo, and Zelle payments. Balances stay accurate regardless of payment method.

Automatic reminders

System sends payment reminders on your schedule. Less chasing, more collecting.

Financial reports

Revenue by period, outstanding balances, collection rates. Export to PDF or CSV.

Refund management

Process refunds, apply credits, and keep an audit trail of all adjustments.

Switching is free. We'll do it for you.

Most programs go live in 48 hours once we receive your export.

Send your export

CSV or spreadsheet

We set it up

Roster, waivers, schedule

You go live

Review and launch

Guarantee: If we're not live in 48 hours after you send your export, we extend your trial until you are.

Frequently asked questions

Can I track cash and check payments?
Yes. Record any offline payment with date, amount, and method. Balances update immediately.
How do refunds work?
Process card refunds directly. Mark check/cash refunds as handled. Full audit trail maintained.
Can I export for my accountant?
Yes. Export transaction history, invoices, and payment records to CSV. Compatible with QuickBooks and other software.
What about deposits and payment plans?
Set up deposits at registration. Create payment plans with automatic installment reminders.

Ready to reclaim your time?

Start your free trial and let Team Wizard handle the admin.

No credit card required