Every Feature Built for How Nonprofits Actually Work
Account Cloud Unity's integrated modules connect fund accounting, donor relationships, grant tracking, and mission reporting — so your whole team operates with the same complete picture.
Built on an Accounting Core
One Platform. Purpose-Built Modules. Total Integration.
Account Cloud Unity is built on a fund accounting core — not adapted from for-profit software. Every module connects to a single source of financial truth, so donor data, grant budgets, program expenses, and board reports stay in sync automatically. Explore the modules below to see how each piece works — and how they work better together.
Fund Accounting Core
The foundation everything else is built on. GAAP-compliant nonprofit accounting with ASC 958 compliance, multi-fund chart of accounts, net asset classification (with and without donor restrictions), and a complete audit trail from every transaction to every report. This isn't QuickBooks adapted for nonprofits — it's purpose-built fund accounting from the ground up.
Key capabilities: Fund tracking, restriction management, journal entries, bank reconciliation, year-end closing, Form 990 data integrity.
Compass — Grant Management
Track every grant from application through final closeout report. Compass monitors spending against grant budgets in real time, manages compliance deadlines and deliverables, allocates shared expenses across multiple funding sources, and generates funder-ready reports — all tied directly to your fund accounting so restriction compliance is never a guessing game.
Key capabilities: Grant pipeline, budget vs. actual tracking, expense allocation, deadline alerts, compliance reporting, indirect cost recovery.
Donor Management & CRM
Manage your entire donor lifecycle from first contact through major gift stewardship. Complete relationship history, household and organizational linkages, stewardship workflows, and giving capacity signals — all connected to your fund accounting so every gift automatically updates both donor records and financial books. No duplicate entry. No reconciliation anxiety.
Key capabilities: Donor profiles, giving history, household management, stewardship tasks, acknowledgment workflows, communication history, capacity indicators.
Meridian — Program & Impact Tracking
Connect program activities to financial resources. Meridian lets program managers track outcomes and activities by program area, view their budget utilization in plain language, and tie mission impact directly to the dollars spent — without needing an accounting degree. Leadership sees the financial picture. Program staff see their operational reality. Everyone works from the same data.
Key capabilities: Program budgets, activity tracking, outcome recording, expense-to-impact mapping, program dashboards, staff-level reporting.
Board-Ready Financial Reporting
Generate Statement of Financial Position, Statement of Activities, Functional Expense reports, and program dashboards in minutes — not days. Every report draws from the same validated source data, so there are no version conflicts and no manual assembly. Board members receive clear, consistent financials. Finance committees get the detail they need. Auditors get audit-ready workpapers.
Key capabilities: GAAP financial statements, functional expense reporting, fund balance summaries, program dashboards, Form 990 data export, custom report builder.
Vault — Document Management
Secure, organized storage for the documents that define your accountability: grant agreements, donor acknowledgment letters, board resolutions, audit workpapers, 990 filings, and compliance records. Vault links documents directly to the transactions, donors, and grants they belong to — so your audit trail is always complete, always findable, and always audit-ready.
Key capabilities: Secure document storage, transaction-linked filing, donor document records, grant file management, role-based access, retention policies.
Atlas — Analytics & Executive Dashboards
Give leadership a real-time view of organizational health from a single login. Fund balances across all accounts, donor acquisition and retention trends, grant burn rates against timelines, and program performance against budget — all in one configurable dashboard. Atlas doesn't just display data. It surfaces the insights that help you lead with confidence instead of reacting to surprises.
Key capabilities: Executive dashboards, KPI tracking, trend analysis, fund health indicators, grant pipeline views, donor retention metrics, custom report scheduling.
See Everything in Action
Every Module Works Independently. Every Module Works Better Together.
Start with the modules that solve your most urgent challenges. Add more as your organization grows. Because Unity is built on a shared fund accounting core, every module you add deepens the integration — and every data point you capture becomes more valuable across your entire operation.
Schedule a demo to see how Account Cloud Unity's integrated architecture transforms the way your team operates.