Features
Every feature built for how nonprofits actually work
Account Cloud Unity is one platform, not seven bolted-together tools — fund accounting, grants, donor management, and reporting all share the same source of truth.
Built on an accounting core
Every module below reads and writes to the same fund-accounting ledger. A grant tracked in Compass, a gift recorded in Donor Management, and a report pulled in Atlas are all describing the same underlying numbers — not three exports that have to be reconciled by hand.
Fund Accounting Core
GAAP-compliant nonprofit accounting with ASC 958 compliance, a multi-fund chart of accounts, net asset classification, and a complete audit trail.
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Compass — Grant Management
Tracks grants from application through closeout, enforces budget and expiry rules on every drawdown, and keeps every report and milestone on one record.
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Donor Management & CRM
Manages the complete donor lifecycle — from first contact through major gift stewardship — with relationship history and household linkages, integrated with fund accounting.
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Meridian — Constituent Profiles
Every donor, vendor, board member, and volunteer gets the structured fields their relationship needs — not a flat form with everything crammed into notes.
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Board-Ready Financial Reporting
Statement of Financial Position, Statement of Activities, and functional expense reports, generated in minutes from validated source data — no version conflicts.
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Vault — Document Management
Secure, organized storage for the documents that define your accountability — grant agreements, donor letters, board resolutions, and audit workpapers.
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Atlas — Analytics & Executive Dashboards
A real-time view of organizational health — fund balances, donor trends, grant burn rates, and program performance in one configurable dashboard.
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Budgeting and Forecasting
Department budgets move through a real approval workflow, roll up org-wide, and reconcile against posted actuals automatically — not a spreadsheet marathon.
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Audit Readiness
A complete, immutable audit trail, document-linked transactions, and GAAP-compliant financial statements — audit season becomes a process, not a crisis.
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Payroll and Functional Expense Allocation
Payroll costs allocated automatically across funds, grants, and programs — so your functional expense report and Form 990 are always accurate.
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Canvas — No-Code Forms Builder
A drag-and-drop form builder for grant intake, expense requests, and vendor onboarding — every submission connects directly to the Unity records that need it.
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See the whole platform in action
Book a walkthrough and we'll show you how these modules work on your own chart of accounts.
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