Import from QuickBooks, Xero, or Blackbaud and generate all 4 GAAP financial statements, grant reports, budgets, and board packages — right inside Excel.
Generate month-end reports in minutes, not hours. Built for GAAP compliance.
Statement of Activities, Financial Position, Functional Expenses, and Cash Flows — all generated with one click.
Auto-detects and imports from QuickBooks, Xero, Blackbaud, Sage Intacct, Aplos, and any CSV export.
Complete grant lifecycle management. Budget vs actuals, spending analysis, utilization tracking, and funder-ready reports.
Automated functional expense allocation across Program, M&G, and Fundraising. Multiple allocation methods.
Conservative, Base, and Optimistic budget modeling. Variance analysis. Forecasting. Board-ready budget reports.
Executive dashboards, custom report builder, program profitability, trends, and 8+ financial health KPIs.
From GAAP statements to board packages — every report your nonprofit needs.
Whoever you are in the nonprofit finance world, this tool was made for you.
Generate all your month-end reports in minutes instead of hours.
Board-ready financials and KPI dashboards at the click of a button.
Track spending, utilization, and generate funder reports instantly.
Serve multiple nonprofit clients efficiently with one tool.
Download the .xll file and double-click to load in Excel.
Import from QuickBooks, Xero, Blackbaud, Sage, or any CSV export.
Click "Generate All" — all 4 GAAP statements created instantly.
Export to PDF, drill into details, share with your board.