For nonprofit finance teams
Books your auditor won’t question.
We review how you keep your books, design the workflow with your accountant, and build it for your team.
Now taking a small first group
Sound familiar?
- Grant reports live in spreadsheets.
- Month-end close takes two weeks.
- The auditor asks for the same backup every year.
- One person knows how it all fits together.
How it works
01
We review your setup
Your books, spreadsheets, grant tracking, and last year’s audit.
02
We design it with your accountant
Our certified accountants map your funds, grants, and approvals. Your accountant can join.
03
We build it for your team
Screens made for how you work, on one ledger underneath.
Built for you during setup
- Restricted and unrestricted funds, tracked apart
- Budget vs. actual for every grant
- Board and Form 990-ready reports
- Gifts synced from your donor system
What you get
Closed months stay closed
Fixes are new entries. Nothing is quietly rewritten.
Every entry keeps its receipt
Invoices, bank lines, and approvals stay attached.
Your auditor gets a package
They can check the books themselves.
Start with a review of your current books.
