Financial management built for nonprofit treasurers

Track transactions, reconcile bank statements, and generate reports across all your 501(c)(3) organizations — in one place.

Manage bookkeeping for several 501(c)(3) nonprofits from a single account.

Categorize a single transaction across multiple budget line items with ease.

Define your own two-level income and expense categories for each organization.

Generate and export detailed transaction reports in Excel or PDF for board meetings and audits.

Track checking, savings, PayPal, and cash accounts with running balances.

Reconcile accounts against bank statements with a guided workflow to match and verify transactions.

Set up templates for regular transactions like rent or donations and generate them on schedule.

Attach receipt images or PDFs to any transaction for easy reference during audits.

Automatically track payment processor fees as companion expense transactions on income.