View up-to-date financials instantly, anytime.
Shows the nonprofit's assets, liabilities, and net assets (fund balances) at a specific point in time.
Reflects the organization's revenue and expenses over a period, showing the change in net assets.
Tracks the inflows and outflows of cash, categorized into operating, investing, and financing activities.
Breaks down expenses by function (program services, management, and fundraising) for clarity on how funds are allocated.
Tracks specific fund balances, such as restricted, unrestricted, or temporarily restricted funds, to ensure proper use and compliance.
Helps nonprofits gain insights, track progress, and communicate their impact effectively.
Choose which funds, departments, or projects to include in reports.
Generate up-to-date reports with current financial or programmatic data.
Apply filters for specific time periods, donor segments, or financial.
Easily organize data points and report elements without needing technical skills.
Download reports in multiple formats like PDF or Excel for sharing with stakeholders.
Add graphs, charts, and visual elements to make reports more engaging.
Quickly print or email contribution statements for tax purposes. Canadian organizations benefit from government-compliant statements.
Access detailed or summarized donation records by contact and filter the data to meet your specific needs.
View donations by household with detailed or summarized reports, and apply filters for targeted insights.
Generate a list of donors who contributed last year but haven’t donated this year.
Identify donors who gave in previous years but haven't contributed recently .
Rank donors by the highest contributions to track your most generous supporters.
Easily print or email pledge statements, showing donors their remaining pledge balance.
View donations and generate contribution statements efficiently.
Easily access your contact details and track interactions with just a click.
Quickly view all your contacts along with their contact information.
Access a chronological list of notes added to your contacts for easy reference..
Stay on top of follow-ups by viewing date-sorted reminders for each contact.