Accounting

• Fund Accounting CoreRestricted funds, tracked automatically
• Board-Ready Financial ReportingBoard-ready financials in minutes
• Budgeting and ForecastingMulti-fund budgets, real variance
• Audit ReadinessAudit season without the scramble
• Payroll and Functional Expense AllocationPayroll allocated across funds

Grants & Programs

• Compass — Grant ManagementTrack every grant to its deadline
• Canvas — No-Code Forms BuilderNo-code forms for intake & approvals

Donors & Insight

• Donor Management & CRMOne record per donor, no passwords
• Meridian — Constituent ProfilesThe right fields for every relationship
• Atlas — Analytics & Executive DashboardsReal-time view of fund health
• Vault — Document ManagementSecure storage for every document

Compare Account Cloud

• vs. QuickBooks Online
• vs. Sage Intacct
• vs. Aplos

Accounting & Compliance

• Bookkeeping and Monthly AccountingClean, current books every month
• Nonprofit Accounting & BookkeepingRestricted funds, grant-ready financials
• Grant Accounting and ComplianceFunder reports, audit-ready and on time

Advisory & Payroll

• Outsourced CFO ServicesCFO-level strategy, without the salary
• 990 Tax PreparationForm 990, filed right and on time
• Payroll ServicesPayroll handled, compliance included