Pricing: Contact
Overview
Transform manual fund management into an automated, trustworthy single source of truth.
Show trustees and donors complete fund transparency at the click of a button. Track restricted funds in real-time and prove SORP compliance instantly. Ditch spreadsheets and complex workarounds with simplified fund coding and automated expense tracking. Reallocate funds in under three clicks while keeping a full audit trail.
Key Features
- Save spreadsheet stress and boost compliance with user-friendly fund coding and automated tracking of income/expenditure against funds
- Reallocate funds directly within Business Central in under three clicks
- Maintain fund allocation automatically as part of the year-end process without manual journals or workarounds
- Get comprehensive datasets for accurate SORP, donor, and trustee reporting
- Track restricted, unrestricted, designated, and endowment funds systematically, for transparency and accountability for all stakeholders
- Integrate fundraising with finance for a single source of truth
Compatibility
Requires Dynamics 365 Business Central. Software such as Power BI or Jet Reports to create comprehensive datasets for reporting.