Nonprofit Operations and Finance Software

Fund accounting with separate tracking of restricted and unrestricted funds, keeping restricted donations, grant awards, and programme income in their designated fund rather than pooled with unrestricted income. Restricted fund register with the terms of each restriction, the fund balance, and the expenditure history against each fund, the record that satisfies auditors and grant compliance requirements. Fund transfer workflow documents the authorisation required to move funds between designations for audit. Net asset categorisation in the financial statements, with donor restrictions, without donor restrictions, is applied automatically from the fund classification of each transaction rather than calculated at year end. Endowment and quasi-endowment management for organisations with investment assets handles spending policy calculation, investment income allocation, and underwater endowment tracking.

Functional expense allocation applied at the point of transaction entry or as a period-end allocation based on your organisation's cost allocation methodology: salary-based allocation, square footage, direct identification, or a combination. Three-way allocation across programme services, management and general, and fundraising satisfies the Statement of Functional Expenses required in the audited financial statements and the Form 990. Programme-level expense allocation for organisations with multiple programme services supports cost analysis for grant reporting and programme management decisions. Allocation methodology documentation for audit records the basis for each allocation decision rather than reconstructing it annually from scratch. Form 990 expense category mapping from the organisation's chart of accounts to the Form 990 line items supports the tax preparer's work without a manual reclassification exercise.

HR records with employee files, position management, benefit enrolment, and performance review records for all staff. Timesheet recording where staff split their time across multiple programmes, grants, or functional categories feeds directly into the payroll cost allocation rather than requiring the finance team to manually split salaries based on a separate time study. Payroll processing integrates with the chart of accounts so payroll costs are allocated to the correct programme, grant, and functional category at the point of payroll posting. Benefit cost allocation across the same dimensions as salary, health insurance, retirement plan contributions, and payroll taxes, is consistent with the underlying salary allocation. Seasonal and contract staff management handles organisations with significant variation in headcount across the programme year.

Board portal with a secure document library for board meeting materials, board packs, financial statements, policy documents, and committee reports, accessible to board members on any device without distributing sensitive documents by email. Meeting management covers agenda creation, board pack distribution, attendance recording, and minutes management within the portal. Electronic voting for resolutions that need to be passed between meetings records the vote and each director's vote for governance compliance. Conflict of interest disclosure management collects annual disclosure forms from each board member within the portal, routes them for review by the governance committee, and maintains the disclosure history as a permanent record. Board composition management tracks terms, committee assignments, skill matrix, and diversity data for boards that monitor their own composition against governance best practice.

Compliance calendar with all regulatory filing deadlines for the organisation's operating jurisdictions: Form 990 and state charitable registration renewals in the US, annual returns and accounts filing deadlines for UK charities, and equivalent requirements for organisations operating in other countries. State charitable solicitation registration tracking for US nonprofits soliciting donations in multiple states maintains registration expiry dates and renewal filing deadlines per state. Grant reporting compliance deadlines integrate with the grant management system, interim and final report due dates are visible on the compliance calendar alongside statutory filing deadlines. Employment law compliance tracking covers mandatory policy review schedules, employee handbook updates required by legislative changes, and mandatory training completion tracking. Insurance renewal calendar covers the organisation's directors and officers, general liability, professional liability, and property coverage.

Management accounts produced monthly from the operational data, revenue by source, expenses by programme and functional category, fund balances, and variance against budget, in the format your finance committee and board use rather than a standard accounting system report. Budget versus actual reporting at the programme level gives programme directors the data to manage their budget without accessing the full financial system. Cash flow forecasting with grant payment schedules, payroll dates, and fixed commitments projected against the current cash balance supports the finance team's liquidity management. Restricted fund spending rate analysis identifies grants at risk of underspend or overspend before they become a compliance issue by tracking the pace of spending against the grant period timeline. Annual report financial data draws from the management reporting system rather than being compiled separately, with the summary financial information and programme expenditure breakdown ready for the design team.