Restricted and unrestricted funds tracking
Separate, analyse, and report on restricted versus unrestricted funds with unlimited dimensions.
SORP and regulatory compliance
Built-in support for SORP (FRS102) ensures compliance with reporting obligations and audit requirements.
Multi-entity and financial consolidation
Consolidating financials across trusts, trading arms and subsidiaries. Automate intercompany transactions, streamline approvals and bring projects and entities together.
Project, grant and fund management reporting
Full project and job cost accounting, fund and grant tracking features allow you to see commitments, actuals, forecasts and easily report on allocations and variances.
Integrations with donor, grant, membership and CRM systems
Smooth integration with donor, grant, membership and other external systems helps avoid duplicated work and ensures data is up to date.
Configurable authorisation and multi-level workflows
Use configurable workflows and approval hierarchies with audit trails, plus dashboards that deliver visibility in real time. Get clarity across income streams, fund balances and performance.