Simplified Fund Accounting for Nonprofits

Manage your nonprofit's finances with confidence. Track multiple funds, automate revenue entries, monitor expenses, and generate compliant financial reports with ease.

Fund Management

Multiple Funds,
One Simple System

Track restricted, unrestricted, and designated funds separately while maintaining a unified view of your organization's financial health. Perfect for nonprofits with multiple programs and revenue streams.

  • Unlimited fund creation with custom naming and categorization

  • Fund-specific reporting to show donors exactly how their gifts are used

  • Fundraising Campaigns tie back to specific funds for accurate tracking

fund management
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Chart of Accounts

Organized Account Structure
Built for Nonprofits

Start with a pre-configured nonprofit chart of accounts that follows FASB standards, then customize it to match your organization's unique needs. Track every transaction with precision.

  • Pre-built nonprofit templates following industry best practices

  • Flexible account numbering to match your existing system

Revenue Automation

Automatic Revenue Recognition

Save hours with automated revenue entries. Every donation and payment is automatically recorded to the correct fund and account, ensuring accurate financial records without manual data entry.

  • Real-time donation recording from all giving channels

  • Automatic fund allocation based on donor designations

  • Journal Entries always available for every transaction

automatic revenue entries
expense tracking
Expense Management

Complete Expense Tracking
& Approval Workflows

Track every expense with detailed categorization and approval workflows. Manage vendor payments, allocate costs across multiple funds, and maintain a clear audit trail for every transaction.

  • Multi-level approval workflows with customizable routing

  • Receipt capture and storage for documentation compliance

  • Cost allocation tools to split expenses across funds/programs

Financial Reporting

Board-Ready Reports in Minutes

Generate comprehensive financial reports with just a few clicks. From statements of financial position to functional expense reports, get the insights you need to make informed decisions and satisfy compliance requirements.

  • GL Summary Shows revenue and expenses by GL account

  • Revenue Summary showing details of all incoming donations and payments

  • Functional Expense Reports for Form 990 compliance

  • Journal Entries for view of all detailed entriess

financial reporting