Cachetto
CachettoCertification and credentialing management software
This platform certifies

Every credential,application to verification.

One record for eligibility, exams, recertification, and credentials anyone can verify. Membership too, when your organization runs it.

[ Journeys and milestones ]

Every program runs differently. Build the journey to match.

Certify on exams alone, on continuing education alone, or on any combination of the two. Admit members through a full application review, or let them join and pay dues in a single sitting. There is no fixed journey and no fixed set of milestones, so the software bends to your model instead of the other way around.

  • Exam based
  • CE based
  • Blended
  • Application review
  • Join and pay
  • Renewal
01

Map the journey

Exams, CE hours, documents, or dues. Your mix.

02

Shape the milestones

Order them, gate them, or run them at once.

03

Guide each person

Everyone sees what is next, and what is done.

04

Change it anytime

Adjust the milestones. Records and history follow.

Why Cachetto

Built around the certificant journey.

From eligibility and application through exams, the credentials you issue, and every recertification cycle, Cachetto runs the certificant journey on one record. When your organization also serves members, their dues and renewals run in the same place, so nothing has to be kept in step by hand.

  • One record per certificant, from application through recertification
  • Public verification for every credential you issue
  • Continuing education and recertification handled on schedule
The same record, as the person who holds it sees it.
A certified holder's portal home: a welcome back greeting, good standing with nothing due, the credential shown as a card with its ID and dates, a download for the certificate, and the renewal ahead with its price.
The same record, as the person who holds it sees it.

The certificant journey

Every program, drawn as a journey.

Before anyone signs up, the portal shows them the route: where to start, the requirements to meet, and the credential at the end. It is drawn from the same steps your staff configure, so it changes when they do.

The journey a visitor sees for a certification, before they sign in.
The portal’s journey for a certification: a path running from a getting-started card (read the program handbook), through a card of three requirements (mailing address on file, application submitted, fee paid in full), to a seal marking the point of certification.
The journey a visitor sees for a certification, before they sign in.

The platform

What Cachetto replaces

Capabilities that are often spread across separate tools, on one record instead.

Applications & eligibility

Configurable application forms and eligibility rules: journeys, prerequisites, and document requirements, with review built in.

Exams & certification

Manage exam eligibility, results, and the credentials you issue against your standards.

Recertification & CE

Track continuing-education credits and drive recertification cycles with reminders and clean audit trails.

Membership & dues

Join, renew, and lapse handled end to end, with chapters, sections, and member types.

Integrated payments

Take dues, application fees, and exam payments in the same flow, reconciled to your accounting system.

Verifiable credentials

Every credential gets a public verification page, so employers and the public can confirm it without contacting your office.

Self-service portal

One place where applicants and members apply, pay, renew, and download their credential, without emailing your staff.

Integrations

Connects to the accounting, payment, and email systems you already run, so Cachetto works alongside them instead of replacing them.

What it's built on

Built on Microsoft Power Platform

Cachetto runs on Microsoft's Power Platform. Your certification and membership data lives somewhere your own staff can reach it directly, with Microsoft tools your organization may already license, so the reports and automations you want don't have to wait on our release schedule.

Your own reporting

Connect your data to Microsoft Fabric and Power BI to build the reports and analytics your board asks for.

AI your team can build on

Add document review or an assistant with Copilot Studio and AI Builder.

Automate your way

Build Power Automate flows for the approvals your organization runs on.

Microsoft 365 integration

Teams, Outlook, SharePoint, and Excel connect natively to your data.

Implementation

Cachetto’s own team handles your implementation: we configure the platform to your programs, migrate your data, and integrate it with the systems you already run.

Talk to our team

See Cachetto on your certifications.

Tell us about the credentials you issue and how you run them today, and we'll show you how it comes together.