Features

Powerful accounting features at an affordable price.

NP Ledger combines fund accounting, guided workflow, Form 990 support, accountant-ready tools, modern entry methods, and internal safeguards so nonprofit teams can keep accurate books without breaking the budget.

01 Fund Accounting

Fund accounting without workarounds

Most accounting software treats nonprofit fund tracking like a customization problem. NP Ledger treats it as core accounting. Funds are built into the ledger, so your team does not have to simulate restrictions with classes, departments, or side spreadsheets.

That means restricted and unrestricted activity, grant spending, and program-related reporting stay tied to the books from the start. When funds are released from restriction, NP Ledger records the accounting correctly instead of leaving your team to clean it up later.

  • Track restricted, unrestricted, and board-designated funds in one ledger
  • See per-fund balances and financial reporting without spreadsheet side systems
  • Connect projects and grants to the accounting records behind them
  • Record restriction releases with the right accounting treatment

Fund View

Restricted funds tracked inside the ledger

NP Ledger fund accounting view showing restricted funds and fund details on mobile.
02 Guided Workflow

Bookkeeping that feels manageable, not overwhelming

For many nonprofits, bookkeeping is tedious and stressful. It pulls time away from the mission, falls to already-busy team members, and leaves too much room for frustration and error.

NP Ledger reduces stress and simplifies accounting with guided workflows for common nonprofit tasks. Move through day-to-day bookkeeping faster, with more confidence, less cleanup, and less risk of making mistakes.

  • Record common transactions with less accounting jargon
  • Reduce cleanup, corrections, and month-end catch-up
  • Help your team work faster and with more confidence
  • Keep the books moving without a full finance team

Guided Workflow

A calmer bookkeeping workflow for busy nonprofit teams

A nonprofit bookkeeper entering transactions in NP Ledger on mobile.
03 Quick Entry

Modern tools for faster, easier entries

Bookkeeping takes too much time when every transaction has to be typed, interpreted, and corrected by hand. NP Ledger provides faster ways to enter transactions and guides users to reduce effort and friction.

Behind those workflows is context-aware logic that uses your chart of accounts, funds, and transaction history to simplify bookkeeping, reporting, and tax preparation. That means less manual effort, clearer guidance, and fewer avoidable mistakes.

  • Voice, Receipt Scanning, and AI-powered tools that reduce manual work
  • Faster transaction entry, with less effort
  • Workflows and checks that make bookkeeping easier to get right

Quick Entry

Voice, Receipt Scanning, and AI-powered tools that reduce manual transaction work

A nonprofit bookkeeper using voice entry in NP Ledger on mobile.
04 Form 990

Tax preparation with less pressure.

For many nonprofits, Form 990 preparation is stressful because the real work starts long before the form does. If the books are unclear, incomplete, or not organized for nonprofit reporting, tax season turns into extra cleanup, extra time, and higher outside cost.

NP Ledger helps teams stay ready with built-in, IRS-oriented 990 workflow support tied to the books underneath it. That means less year-end cleanup, a smoother filing process, and less dependence on costly last-minute fixes.

  • Support for 990-N, 990-EZ, and full Form 990
  • IRS-oriented workflows tied to the books underneath them
  • Account mapping and worksheet prep with less manual cleanup
  • Deadline, extension, and filing-status support in one place
  • 1099 contractors tracked all year — YTD threshold alerts and Tax1099.com CSV export on every tier

990 Workflow

IRS-oriented filing support connected to the books

Form 990 filing workflow proof image representing organized tax-season preparation on mobile.
05 Work With Your Accountant

Year-end work your accountant can trust.

For many nonprofits, year-end means weeks of back-and-forth with an outside accountant — emailing trial balances, exporting the GL, pulling reconciliation reports one at a time. NP Ledger eliminates that cycle with a dedicated Accountant role and audit-ready tools built into the platform.

Give your accountant their own login with access to the financial data they need — without handing over the keys to everything else.

  • Dedicated Accountant role with financial access on every plan
  • CPA Dashboard showing trial balance, fund balances, 990 status, and recent adjusting entries
  • One-click year-end export: GL, financial statements, reconciliations, and 990 worksheet
  • Adjusting Entry Wizard with reversing + correcting entries, period-lock guards, and AI-assisted drafting

Accountant Access

Give your CPA exactly what they need for year-end

CPA reviewing organized year-end financial reports in NP Ledger on mobile.
06 Migration & Imports

Make the switch without rebuilding everything

Changing accounting systems can feel like too much work, especially for nonprofits with limited bandwidth and time. Some teams stay with tools that aren't a good fit, simply because switching feels too hard.

NP Ledger makes it easy to switch to a better bookkeeping system. Guided setup and built-in migration tools help nonprofits bring over what they need, get started faster, and avoid unnecessary rework.

  • Guided setup for accounts, contacts, bank accounts, and opening balances
  • Spreadsheet import with validation and review before posting
  • Import support for the platforms nonprofit teams already use
  • Switch with less manual rebuilding and cleanup

Migration

Bring over what you need without rebuilding everything

NP Ledger migration workflow showing import and setup steps on mobile.

Complete Platform

The operational foundation under every feature

The six differentiators above work because they sit on a full accounting platform with bank connectivity, reconciliation, reporting, and the controls your board and auditors expect.

Bank Import

Bring in transactions from your bank, payment processor, or financial platform without manual data entry.

  • Live feeds from 7,000+ U.S. banks, plus Mercury
  • OFX, QFX, QBO, CSV, PayPal, Venmo, Stripe
  • Automatic deduplication prevents double-counting

Reconciliation

Match bank statements to your books so nothing falls through the cracks between deposits, expenses, and your ledger.

  • Auto-matching with inline adjusting entries
  • Reconciliation reports for auditor review

Donation Receipts & Giving Statements

Send IRS-compliant donation receipts automatically and generate year-end giving statements for your supporters.

  • Quid pro quo and in-kind contribution disclosure handling
  • Notification log with resend capability

Financial Reports

The reports your board, auditors, and grant funders need — generated from the same ledger, not assembled from spreadsheets.

  • Statement of Financial Position, Activities, Cash Flows
  • GL, Trial Balance, Budget vs Actual, Program Reports
  • Export to CSV or PDF

Recurring Transactions

Set up templates for rent, payroll, insurance, or any repeating entry so monthly bookkeeping takes minutes, not hours.

  • One-click posting with past-due highlighting
  • Dashboard widget shows what is due now

Security & Controls

The safeguards your board expects and your auditor will ask about, built in from day one.

  • Role-based access with TOTP two-factor auth
  • Audit trail, transaction immutability, period closing
  • Audit log viewer with date-range presets and filtered CSV export (Standard+)

Bills & Accounts Payable

Enter bills when they arrive, approve and pay in full or parts, and keep past-due exposure visible.

  • AP Aging report and dashboard widget
  • Quick Entry and Voice Entry accept bill entries (Standard+)

Payroll Posting

Drop in your payroll provider's export; NP Ledger builds a balanced journal entry for review.

  • Gusto GL Mapper and Patriot IIF auto-detected
  • “Record Payroll” Quick Entry action (Standard+)

Grants & Budgets

Track grant spending and annual budgets from the same ledger your reports come from.

  • Per-grant budget, spent, and remaining with overspend alerts
  • Budgets by fund, program, or project with variance report (Standard+)

Ready to see how it fits your organization?

Fund accounting, 990 workflow, and smarter bookkeeping in one system.