Microsoft Dynamics 365 Business Central - Made for Non-Profits
Real-time reporting. Automated fund accounting. Full audit trail. Your non-profit gets it all from day one with Dynamics 365 Business Central and ForGood.Tech.
Non-Profits Saving Time and Effort with Business Central
ForGood.Tech supports these non-profits and charities with Business Central for smoother finance management.
Transform Your Finance Operations with AI-Powered Business Central
AI has arrived at Business Central! Get ready to boost forecasting accuracy, automate routine reconciliations and invoice processing from painstaking hours to resource-saving seconds, and gain real-time insights into your cash flow and impact.
Shift your finance team from reactive reporting to proactive decision-making, improving your non-profit’s agility and ability to achieve your mission.
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
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.
For Stress-Free, Streamlined Fundraising-to-Finance Reporting and Management
How Dynamics 365 Business Central and ForGood.Tech work together to solve all your finance challenges.
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Financial Reporting & Compliance — Simplified
Automated SORP-compliant reporting with complete audit trails, end-to-end grant tracking in one system, and secure automated generation of trustee and regulator reports — no manual reconciliation.
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Partial VAT Recovery — Increase Claim Accuracy, Cut Admin
Built-in automated partial VAT recovery with MTD compliance, automated code selection, and accurate recoverable vs irrecoverable tracking — goodbye calculations and second-guessing claims.
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Real-Time Reporting — Confident Decisions
Get real-time financial control with self-serve budget access, streamlined operations saving hours weekly, and confident cash flow forecasting with complete transparency and scalability.
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Accurate Fund Accounting — Faster
Enjoy automated fund allocation with transaction-level tracking, streamlined year-end processes with non-profit templates, and complete audit trails through online approvals — quit spreadsheet juggling and manual checks.
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Free Your Non-Profit from Legacy Systems Risks
Future-proof cloud infrastructure with ISO compliance and AI capabilities, seamlessly integrated with CRM and Microsoft tools, providing scalable WCAG-compliant control while eliminating legacy vulnerabilities.
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No more spreadsheets. No more silos.
Easily connect your fundraising-to-finance systems.
- Seamless CRM to Business Central integration — enables two-way data flow between systems, eliminating manual processes and spreadsheets.
- Automatic income tracking — fundraising and donation data flows directly with fund type, project, and event details for complete financial visibility.
- Crucial integrations — with over 200 giving platforms, from JustGiving to GoDonate, and major payment providers like Stripe and GoCardless.
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Ditch manual processes and outdated software.
Get enhanced budget holder access and real-time reporting.
- Real-time financial oversight — full reporting replaces manual processes for instant decision-making. No delays or spreadsheet bottlenecks.
- Self-service budget management — budget holders check live spend and drill down to transactions securely from anywhere, including mobile devices.
- Enhanced dashboard analytics — Power BI integration provides high-level impact reporting for everyone from Finance team to senior stakeholders.
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Year-end headaches are over.
Easily show how donations and grants are being used.
- Automated fund accounting — replaces manual, error-prone spreadsheet processes with trustworthy, seamless fund management in one system.
- Smart transaction tagging — every transaction automatically tagged with correct fund type (unrestricted, restricted, designated, endowment) for complete accuracy.
- One-button fund re-designation — streamlines year-end accounts and monthly reporting. Saves time and manual effort for resource-limited charities.
FAQs
How is Dynamics 365 Business Central adapted for charities and non-profits?
A.
Our implementation of Business Central includes ForGood.Tech’s purpose-built non-profit modules, such as Fund Management & Donor Reporting, NFP Advanced VAT Management, and Automated Accruals. These modules address sector-specific needs like restricted/unrestricted funds tracking, multi-funder reporting, and project-based accounting — all within the Microsoft ecosystem.
Can Business Central help manage restricted and unrestricted funds?
A.
Yes. Business Central, enhanced with ForGood.Tech’s non-profit Fund Management module, allows you to ringfence income and expenditure for specific funds or projects, ensuring compliance with charity accounting standards (SORP) and providing instant visibility on available balances.
Is Business Central compatible with our fundraising and membership systems?
A.
Yes. Business Central offers native compatibility with Microsoft Power Platform and APIs for third-party fundraising/membership tools. ForGood.Tech has experience making Business Central work seamlessly alongside popular sector CRMs like Dynamics 365 , Raiser’s Edge, and other platforms.
Does Business Central support multi-currency and international operations?
A.
Absolutely. It’s ideal for charities operating overseas or managing grants in multiple currencies, providing real-time exchange rate updates and consolidated reporting across entities.
How can Business Central improve charity finance reporting?
A.
With ForGood.Tech’s non-profit Advanced Reporting Pack and optional Power BI dashboards, finance teams can produce SORP-compliant reports, donor-specific grant reports, and cashflow forecasts at the click of a button — without heavy manual spreadsheet work.
Can Business Central handle partial VAT and complex charity VAT rules?
A.
Yes. ForGood.Tech’s Non-Profit VAT Compliance module helps you manage partial exemptions, VAT recovery calculations, and sector-specific tax treatments, reducing compliance risk.
How does Business Central help with grant management?
A.
Leveraging the Projects module, our non-profit configurations enable you to track incoming and outgoing grants, assign budgets, monitor expenditure against grant conditions, and produce tailored reports for funders.
Is Business Central suitable for charities of all sizes?
A.
Yes. While Business Central is powerful enough for large charities with complex structures, it’s also scalable for smaller organisations looking to grow — you can start with core functionality and add more modules over time.
Does Business Central work well for charities with both commercial and charitable activities?
A.
Yes. Business Central supports multiple dimensions, cost centres, and reporting streams, allowing you to manage trading subsidiaries and charitable operations within one system.
Non-Profit-Driven Integrations You’ll Love
Productivity tools. Payment providers. Online giving platforms. Our 100% non-profit focus means we know the integrations you need — whether to find unclaimed Gift Aid or track how a supporter’s sponsored run 5 years ago led to a monthly donation from a friend.
Your One-Stop Finance Management Solution
How Dynamics 365 Business Central and ForGood.Tech work together to solve all your finance challenges.
Filter modules
MS D365 Business Central
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.
More details on this moduleMS D365 Business Central
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.
More details on this moduleMS D365 Business Central
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.
More details on this moduleMS D365 CRM Platform
Customer Insights Advanced Pack ForGood
Boost retention and cut duplication, costs, and time with communications prioritised by supporter segment. Improve efficiency with export-ready files for mailing houses, and return codes that pre-populate donor and campaign details in your CRM.
More details on this moduleMS D365 Business Central
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.
More details on this moduleMS D365 Business Central
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.
More details on this moduleMS D365 CRM Platform
Fundraising ForGood
Unlock ££ thousands in unclaimed Gift Aid through direct HMRC integration. Boost funds with 360° supporter visibility, automated income processing, and integrated campaign management that ends spreadsheet chaos.
More details on this moduleMS D365 CRM Platform
Grant Management ForGood: Grant Giving
Accelerate grant-giving from application to impact reporting with automated workflows, financial tracking, and self-service portals while ensuring transparency through built-in version control and eligibility checks.
More details on this moduleMS D365 CRM Platform
Grant Management ForGood: Grant Receiving
Gain full visibility of grant pipelines from opportunity identification to outcome tracking, managing applications, stakeholders, and financial planning in one integrated system with automated reporting.
More details on this moduleMS D365 CRM Platform
Membership Management ForGood
Cut admin and boost retention by automating membership lifecycle management with integrated payments, personalised communications, and stress-free professional body governance with built-in audit trails.
More details on this moduleMS D365 Business Central
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.
More details on this moduleMS D365 CRM Platform
Order Management ForGood
Gain a complete 360° supporter view by integrating ecommerce orders into your CRM. Maximise Gift Aid claims and stay VAT-compliant with automated processing of mixed baskets (products, top-up donations, subscriptions).
More details on this moduleMS D365 Business Central
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.
More details on this moduleMS D365 Business Central
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 details on this moduleMS D365 CRM Platform
Volunteer Management ForGood
Streamline volunteer onboarding with flexible workflows and self-service portals. Manage skills, accreditations, and compliance through automated reminders and dashboards while reducing your admin burden.
More details on this moduleFind Out More
Discover how your non-profit can get more out of Dynamics 365 Business Central with ForGood.Tech.
Get in touch
"ForGood.Tech were the obvious choice as a partner who is focused on the charity and non-profit sector and for their comprehensive, integrated solutions that align with our long-term needs."
"I know that we're in great hands with ForGood.Tech and I personally would happily recommend both the ForGood.Tech and Business Central to anyone looking for a new finance system."
"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."
“Here at Arts Council England, we work with ForGood.Tech for our finance system. We have been with ForGood.Tech since 2019, they continue to provide us with the support we need while keeping us up to date.”
I Didn’t Know It Could Do That!
You’ll be surprised how much you can do out of the box with ForGood.Tech’s non-profit-focused Dynamics 365 Business Central.
We’ll guide you through the functionality step by step, so you only invest in what you need. The bonus? You can easily add new functionality to these strong foundations whenever you need it.
Explore More Technology to Boost Your Non-Profit
Tailored for charities and non-profits
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.
Tailored for charities and non-profits
ForGood.Tech & Partner Modules
Ready-to-go modules integrate seamlessly into Dynamics 365 for your specific needs. From partial VAT recovery to real-time reporting to streamlined grant management.
