Welcome to the incuto Academy
The incuto Academy is your complete guide to understanding, configuring, and getting the most out of the incuto platform. Whether you’re a Credit Union, Community Bank, staff member, product owner, or part of a support team, this Academy provides the knowledge, tools, and walkthroughs you need to deliver great digital experiences for your members.
Our aim is simple:
to empower you to confidently manage your organisation’s digital services, streamline workflows, and make the most of the features incuto offers.
What You’ll Find Here
The Academy is organised into clear, practical sections that mirror how real teams use Incuto day-to-day:
🔹 Platform Configuration
Step-by-step guidance on setting up your organisation, customising the join journey, configuring loan products, managing payments, and shaping the member experience.
🔹 Operational Workflows
Understand how transactions flow through the system, how settlements and payments work, and how the platform connects with major partners such as ClearBank, Sercle, and other back-office systems.
🔹 Member Experience & Portal
Everything members see and interact with—their dashboards, loan applications, statements, marketing preferences, and more.
🔹 Product & Lending Features
Deep dives into loan application flows, underwriting support tools, purpose mapping, document requirements, and automation options.
🔹 Troubleshooting & Best Practice
Common scenarios, configuration tips, and guidance on interpreting alerts, error messages, or data discrepancies.
🔹 Release Notices
What’s new / improved - does this impact you?
🔹 Roadmap
The future is bright! what the next 12 months will bring.
Who the Academy Is For
The documentation is designed to support:
Credit Union staff
Lending and member-services teams
Compliance and operations teams
Product managers and administrators
Developers and technical integrators
Board members or decision makers seeking clarity on platform capabilities
Whether you’re onboarding for the first time or looking to deepen your technical expertise, you’ll find content tailored to your level.
How to Use the Academy
Browse the sections using the left-hand navigation
Use search to jump straight to specific features
Follow along with screenshots taken from the live platform
Refer back to the Academy during configuration, training, or audits
Share content with colleagues as part of internal documentation or onboarding
Our Promise
The Academy will continue to evolve—adding new features, screenshots, explanations, and best practices as the platform grows.
Our goal is for this to become your single source of truth for all things incuto.
Following this guide will take you from an incutoddler to incuton Chief!