Who it is for
Whatever the size of your organisation, the same three questions keep coming up: where did the money go, can we spend this, and can we prove it.
What changes for each person
- The finance officerReceipts, bills and payments are entered once. Approvals come to one place and the bank mostly matches itself, so the month closes against a checklist.
- The programme managerYou can see what is left on your grant, ask for purchases and advances yourself, and stop waiting for finance to tell you the balance.
- The executive directorCash, grants and the things waiting for your decision are on one screen, and a board pack is ready when the board meets.
- The board and the treasurerBudget against actual and restricted funds come from the books, not from a document someone assembled the night before.
- Field and project staffYou can ask for an advance, account for it and claim expenses, and see where each request has got to.
- The auditorEvery entry links to its approval and its documents, and a pack of statements and listings can be produced at once.
And for your kind of organisation
- A small community groupOne fund, one bank account and a few people. You get clean books, receipts, a simple monthly close and a report for your members or funder. Nothing you do not use gets in the way.
- An NGO with several donorsEach grant has its own budget and reporting calendar. Staff costs are split across grants, and every donor gets their report in the layout they ask for.
- A network or consortiumPartners and programmes can be reported together while each organisation's records stay private from the others. Bigger arrangements are agreed on the Enterprise plan.
Which of these sounds like you?
Tell us and we will talk about your case, not a general one.