Reports

• Budget vs. Actual Report Compare planned spending to reality and catch variances before they become problems.
• CPA and Accountant Tools A dashboard built for your accountant and a one-click export package that matches the standard audit request list.
• Fund Transactions Report Prove to a grantor exactly how their restricted gift was spent.
• General Ledger Trace every posted entry behind an account balance, the way your auditor will.
• Grant Dashboard Track every grant's budget, spending, and remaining balance in one view.
• Processing Fees Report See exactly what payment processors took out, so your donation revenue and the fees both land on the books.
• Program Report See revenue and expenses side by side for each program you run.
• Running Reports Generate the financial statements your board, auditor, and funders expect.
• Statement of Activities See revenue and expenses by net asset class — the report your board reviews most.
• Statement of Cash Flows Follow the cash moving in and out of your organization, separate from accrual income.
• Statement of Financial Position A clear snapshot of what your organization owns, owes, and holds in net assets.
• Statement of Functional Expenses Show how much of your budget goes to programs versus management and fundraising.
• Supporter Transactions Report Review a donor's full giving history before a meeting or a year-end statement.
• Trial Balance Confirm your books are mathematically balanced before you trust any other report.