Streamlining Finance Management for Non-Profits & Charities for Over 20 Years

Organisations using ForGood.Tech’s non-profit-focused solutions 

A Finance System That Works the Way Non-Profits Do

FASTER FUND ACCOUNTING

Fund Accounting Made Easy

Manual invoice approval, duplicate data entry, spreadsheet-based management accounts. A thing of the past!

  • See every transaction automatically tagged with correct fund type, including restricted and unrestricted funds, in one trustworthy system.
  • Give donors, trustees and auditors confidence funds are put to the best use possible with automated audit trails and charity reporting standards alignment – SORP included.
  • Transfer or redesignate funds with one button. No need for cross-system reconciliation thanks to real-time accounting

CLAIMING RECOVERABLE VAT

Stress-Free Partial VAT Recovery

Claiming recoverable VAT and calculating irrecoverable VAT can be a tough manual, error-prone job. Let us take away the pain.

  • Non-profit HMRC agreements and complex VAT classifications automatically configured for you, saving hours of work.
  • Automated VAT code selection built into daily processes reduces your compliance risks and admin stress.
  • Meet Making Tax Digital (MTD) requirements with all processes happening in-system – no external manual work.

REAL-TIME REPORTING

Confident Decision Making

Struggling to access data? Waiting for manual reports from disconnected systems: CRM, event platforms, spreadsheets? No more.

  • Live data for senior stakeholders replaces monthly reports, for faster, better informed decisions.
  • Self-serve budget reporting to check spend and commitments.
  • Seamless integrations with everything from JustGiving to Stripe to HMRC for Gift Aid that unify data and generate reports to save your team hours.

LEAVING LEGACY SYSTEMS

A 21st Century Solution

Worried about the security, compliance and future-proof limitations of a legacy system? It’s time to migrate.

  • Enjoy long-term sustainability, embedded fraud prevention, and adherence to WCAG and GDPR standards​ with our secure (ISO 27001 and ISO 9001-compliant), cloud-based system.
  • Transform your strategic planning with the latest tools and capabilities, including AI, dashboards, business intelligence, and powerful native workflows.
  • Free up valuable staff time, reduce errors, and cut operational risk through automated workflows and data collation.

ForGood.Tech Finance Management Solution Features

Dynamics 365 Business Central

Replace spreadsheet chaos and clunky legacy tools with a finance system that works the way non-profits do. Get real-time reporting, automated fund accounting, and full audit trails from day one.

Dynamics 365 CRM

Turn fragmented fundraising into a connected, income-growing system. From identifying unclaimed Gift Aid to a 360° view of all contacts, this is your secure, integrated fundraising-to-finance platform.

Automated Accruals ForGood

Do away with manual journal entries by automatically generating monthly accruals from service-based purchase orders, maintaining compliance through workflows — including irrecoverable VAT calculations — for accurate month-end accounting.

Budget Controls ForGood

Say farewell to weeks-long approval delays with self-service purchase orders and mobile workflows. Simplified coding for non-finance users, complete audit trails, and visible commitment accounting to prevent over-allocation while ensuring donor fund compliance.

Budget Management ForGood

No more finance bottlenecks. Get secure budget access for all department heads — collaborative budget creation, mobile tracking, and auditable approvals that ditch spreadsheets and slash consolidation time across your entire organisation.

Enhanced Consolidation ForGood

Replace multi-entity spreadsheet chaos with automated consolidation across trading arms and subsidiaries. Get real-time budget vs actuals and banish manual reporting nightmares while transforming complex processes into streamlined decision-making.

Fund Accounting ForGood

Ditch spreadsheets by transforming manual fund management into an automated single source of truth with 3-click fund reallocation, comprehensive reporting, and compliant audit trails.

Non-Profit VAT Compliance ForGood

Wave goodbye to weeks of manual work by automating complex charity VAT scenarios to enable fast MTD-compliant returns, and employing year-end true-up functionality that applies revised percentages in an instant.

Rent and Property Management ForGood

Consolidate rental income with automated funding agreements, track compliance through comprehensive property databases, and break down finance and property team silos with single-system visibility and seamless Business Central integration.

Supplier Fraud Prevention ForGood

Prevent fraud and demonstrate responsible financial management through effective supplier processes — automatic blocking, approval workflows, dormancy controls, and comprehensive audit trails with instant access for stakeholders.

More Non-Profit Solutions by ForGood.Tech

Fundraising

Strengthen supporter relationships, free your team from manual tasks, and get more out of every donation. Whether it’s online giving and events or Gift Aid, grants, and legacies, manage everything in one integrated, scalable, fundraising-to-finance solution — from first donation to final report.

Members & Volunteer Management

Less admin. Higher retention. Better experiences. Transform your volunteer and member engagement — smooth onboarding, personalised communications, automated compliance. Make it easy for your supporters to support you.

Reporting & Performance Insight

Stop wrestling with inconsistent data and start making strategic decisions. With the Microsoft tools you know and ForGood.Tech’s non-profit modules, transform siloed information into rich, actionable insights.

Systems Integration

Get all your systems in sync with automated, seamless workflows that eliminate scattered working and duplicate data entry.

Find Out More

Discover how to boost funds and save time with automated fund accounting and finance management designed for non-profits.

Get in touch

Ayelet Fisher

Head of Finance

The Sick Children's Trust
Testimonial_Sick_Childrens_Trust

"One of our biggest time savers is being able to run our Management accounts and Trustees’ papers directly from Business Central rather than having to manually create these in Excel each month with a plethora of complex formulae."

Mandy Gowers

Associate Director of Finance

St Helena Hospice
Testimonials_St_Helena

"We were spending our time running countless TBs and trying to work out when numbers were missing... Now everything’s there on the system."

Sarah Palfreyman

Finance Change Manager

East Anglian Air Ambulance
Testimonials_EAAA

"I know that the Charity is in great hands with ForGood.Tech and I personally would happily recommend both ForGood.Tech and Business Central to anyone looking for a new finance system.”

ForGood.Tech Services to Support Your Finance Management Solution

Implementation

Get the best Microsoft Dynamics 365 solution for your non-profit with our train-first approach. You’ll discover Dynamics’ out-of-the-box potential, leaving behind the stress of spreadsheets and costly customisation. Get what you need today, then add more as you need it, for a smart, intuitive solution that works the way you do.

Changing Partners

Unlock Microsoft Dynamics 365’s full potential with the right partner. ForGood.Tech brings you 20+ years’ Microsoft expertise with 100% non-profit focus to do just that. Partial VAT, Gift Aid challenges, reserve funds? We get it. SORP changes or Charity Commission updates? We’re on it. The bonus? Everything we do benefits your sector.

Support

Enjoy expert, world-class, ISO 9001 and 27001-certified Microsoft Dynamics support for your charity delivered by non-profit specialists. At ForGood.Tech we speak your language — you won’t waste time explaining Gift Aid issues or fund accounting challenges, we get it.

Case Study

Martlets had come to the realisation that their finance solution needed to be modernised.

7 Minute Read

Using their incumbent solution was causing unnecessary delay in processing data with manual input one line at a time, alongside paper-based invoicing that was not efficient enough for the large organisation they had become.

Case Study

Martlets had come to the realisation that their finance solution needed to be modernised.

7 Minute Read

Using their incumbent solution was causing unnecessary delay in processing data with manual input one line at a time, alongside paper-based invoicing that was not efficient enough for the large organisation they had become.

Case Study

Help Musicians was operating on legacy software that had stopped receiving updates.

4 Minute Read

The challenges of working with the system were clear – the finance team were too focused with admin tasks, leaving no time for strategic financial analysis to support decision-making and add value to the charity.

Case Study

The Diocese of Salisbury’s finance management system was almost two decades old and 17 versions behind the latest release.

3 Minute Read

Digital communication between the accounts and property offices proved difficult and both departments were overrun with paper files. It made keeping on top of important information and deadlines a frustrating challenge.

Power Up Your Non-Profit Finance Operations with AI for Dynamics 365

Work smarter with AI-powered Microsoft Dynamics 365 CRM and Business Central. Automate routine tasks, improve your forecasting accuracy, and feed real-time insights into your operations. Make better decisions, use your resources more efficiently, and achieve greater financial transparency — freeing your team to focus less on managing spreadsheets, and more on making an impact.