Finance

Be confident about the visibility you have into your association’s finances

Automate your organization's accounting on a cash or accrual basis along with automatic deferred revenue

Take the stress out of the end of the month with a guided process to help you close your fiscal periods

Leave no room for error and ensure accurate reconciliation with integrations to major financial management systems

No more digging for the details you need. Quickly track invoices, payments, accounting transactions, and their corresponding subledger entries
Automate some of your light work by managing groups of transactions in batches that are automatically created and posted on your behalf
Take advantage of multi-merchant accounts that automatically direct funds to your foundation in order to stay compliant
Have members all over the world? With multi-currency processing, they can transact in their local currency without creating extra work for your staff

Simplify reconciliation with built-in tick and tie reports to make your month-end smooth
Ditch the month-end stress by tracking receivables in AR aging reports that make it easy to compare with the data in your accounting software
Make your auditors proud and eliminate the chance for human error by integrating directly with your Quickbooks Online account