Settings and Administration

• Audit Log A permanent, searchable record of who changed what and when — the page you open when something looks off.
• Authorizing and Managing Support Access Give our support team time-limited, read-only access only when you want it — and revoke it the moment you're done.
• Billing and Plans Compare Starter, Standard, and Professional, change your plan, and manage payment details — all through Stripe.
• Exporting Your Data Your books are yours. Download every transaction, contact, and fund as CSV whenever you want a backup or a migration.
• Inviting and Managing Team Members Give your bookkeeper, treasurer, or CPA their own login with exactly the access they need.
• Managing Officers and Directors Keep your board roster current — it feeds straight into Form 990 Part VII and the gap checker.
• Organization Settings Set your nonprofit's name, EIN, fiscal year, officers, and receipts — the details that flow into your reports and 990.
• Setting Compliance Deadlines Keep tax filings, grant reports, and board dates on your dashboard so nothing slips past.
• Switching Between Organizations Manage more than one nonprofit? Move between them in a single click, no logging out.
• User Roles and Permissions Owner, admin, accountant, member, or viewer — see exactly what each role can do so you grant the right access.
• Your Account and Security Lock down your login with a strong password, two-factor authentication, and session controls.