Platform
One platform for the whole back office
Account Cloud Unity brings fund accounting, grants, your donor CRM, and banking together so your data only lives in one place.
Fund Accounting
Restriction rules that live in the ledger
Unrestricted, temporarily restricted, and permanently restricted funds are first-class citizens — not a custom field bolted onto a for-profit chart of accounts.
- Net assets classification (without / with donor restrictions), not equity
- Every journal entry must balance and carry a fund assignment before posting
- Fiscal years are per-organization and don't assume a calendar year
Grants Management
Track every restricted dollar to its reporting deadline
Grants are restricted funding sources with their own reporting requirements — Account Cloud Unity tracks expiry and compliance alongside the money itself.
- Automatic grant expiry and reporting reminders
- Expenses classified by nature and function for Form 990 reporting
- Full audit trail on every financial mutation
Donor & Constituent CRM
One record for every donor, household, and organization
Your development and finance teams work from the same constituent record instead of reconciling two systems.
- Self-service donor portal — magic-link sign-in, no passwords to manage
- Staff-controlled invite and revoke access per contact
- Household and organization relationships in a single profile
Connected Banking
Reconcile against your real bank feed
Bank and card transactions sync directly into the ledger, so reconciliation is a review step instead of a re-entry project.
- Full transaction history sync, not just the latest page
- Bank account and routing numbers encrypted at rest
- Webhooks routed to the correct organization automatically
Want the full module-by-module breakdown? See every feature →
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We'll set up a sandbox with your funds, grants, and chart of accounts.
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