> ## Documentation Index
> Fetch the complete documentation index at: https://palladiumai.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Palladium AI: One Workspace for Member-Led Finance

> Learn what Palladium AI is, who it is built for, and how its multi-tenant workspace model works for cooperatives and finance teams.

Palladium AI is a web-based platform that consolidates the core operations of member-led financial organisations into a single, intelligent workspace. Instead of juggling spreadsheets, standalone accounting tools, and disconnected member registers, your team gets a unified environment where savings records, loan pipelines, member profiles, and geographic analytics all live together and stay in sync. Each organisation operates inside its own isolated workspace — called a **team** — so your data is always private and your workflows are always your own.

## Who is Palladium AI for?

Palladium AI is designed for organisations that manage money on behalf of their members. That includes:

* **SACCOs** that collect regular savings contributions and disburse member loans
* **Cooperatives** that need to track balances and financial activity across a membership base
* **Branch networks** that operate multiple offices or chapters under a shared organisational identity
* **Community finance teams** that require structured reporting, role-based access, and audit-ready records

If your organisation manages members, accepts deposits, or issues loans — Palladium AI was built for you.

## The workspace model

Every organisation on Palladium AI operates inside its own **team**. A team is a fully isolated tenant: your members, savings records, loan files, and settings are never visible to or shared with other organisations on the platform.

Within a team, access is governed by roles. Each user is assigned a role that determines what they can see and do. Admins can configure the workspace, invite new users, and manage sensitive records. Members have access to day-to-day operations without touching administrative settings. Platform owners hold the highest level of access for organisations that need centralised oversight across multiple teams.

You can create multiple teams — for example, one per branch — and switch between them using the multi-tenant navigation sidebar without signing in and out.

## Platform capabilities

Palladium AI covers every layer of member-led finance operations, from front-line transaction recording to strategic analytics.

<CardGroup cols={2}>
  <Card title="Savings Operations" icon="piggy-bank" href="/dashboard/savings">
    Record deposits, track member balances, and generate savings summaries across your membership base.
  </Card>

  <Card title="Loan Pipeline" icon="file-invoice-dollar" href="/dashboard/loans">
    Submit loan applications, move them through approval stages, and monitor active loan portfolios.
  </Card>

  <Card title="Member Management" icon="users" href="/dashboard/members">
    Maintain a central member register, manage profiles, and track each member's financial history.
  </Card>

  <Card title="Dashboard Analytics" icon="chart-line" href="/dashboard/overview">
    View real-time metrics for savings totals, loan activity, and member growth on a live dashboard.
  </Card>

  <Card title="Geographies" icon="map" href="/dashboard/geographies">
    Visualise member distribution and financial activity by location with built-in geography reporting.
  </Card>

  <Card title="API Marketplace" icon="store" href="/marketplace/overview">
    Extend your workspace by connecting third-party integrations and services through the API marketplace.
  </Card>
</CardGroup>

## Plans overview

Palladium AI offers three plans so you can start small and scale as your organisation grows.

| Plan           | Price          | Best for                                                                                                  |
| -------------- | -------------- | --------------------------------------------------------------------------------------------------------- |
| **Pilot**      | Free           | Validating a new workspace; includes team dashboard, member & savings views, and core authentication      |
| **Growth**     | K0.00 / month  | Active organisations that need savings & loan workspaces, location reporting, and multi-tenant navigation |
| **Enterprise** | Custom pricing | Organisations requiring custom workflows, dedicated deployment support, and roadmap alignment             |

<Note>
  No credit card required for the Pilot plan. You can explore the full core experience before committing to a paid tier.
</Note>