Board-Ready Financial Reports in Minutes, Not Days
Every Report Your Organization Actually Needs
How It Works
One Data Source. Every Report Format You Need.
Because Unity's reporting module draws directly from the fund accounting core, every financial statement is generated from the same validated ledger data. There's no export-to-spreadsheet step, no version conflict between the finance team's file and the board package, and no manual reformatting for different audiences.
Run your Statement of Financial Position for month-end close. Generate a Functional Expense report for your audit. Pull a fund balance summary for a board meeting. Export Form 990 data for your tax preparer. Each draws from the same source, always current, always reconciled. The custom report builder lets you configure reports for specific audiences — program dashboards for staff, high-level summaries for the executive director, detailed workpapers for auditors.
Financial Reporting Questions
Instantly. Because Unity's financial statements draw directly from the live ledger, there's no data prep step. Run a Statement of Financial Position or Statement of Activities at any point in the month and it reflects your current balances in real time.
Yes. All financial statements produced by Unity conform to ASC 958, the GAAP standard for nonprofit financial reporting. Statement of Financial Position, Statement of Activities, and Functional Expense reports all follow ASC 958 presentation requirements.
Yes. The custom report builder lets you configure report views for specific stakeholders — summary dashboards for board members, detailed variance analysis for finance staff, program-level expense reports for managers, and audit schedules for your auditors. Role-based access controls determine which reports each user can access and run.
Unity generates audit-ready workpapers directly from your ledger data, including trial balances, fund activity schedules, restricted fund reconciliations, and supporting schedules for the Functional Expense statement. Because everything ties to the same verified source, auditors find the documentation they need without requiring your team to manually compile supporting materials.