A treasurer's tool for budgeting and bookkeeping: set your fiscal year, build a budget, record transactions, and produce a board-ready financial report, all saved to your organization's account.
Improve a document you already have: As well as generating documents, you can upload one you already wrote and have AI improve it. Open the AI Automations page and use the "Improve an existing document with AI" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a summary of what changed, with your original kept.
The Financial Management app gives a nonprofit treasurer a simple place to plan a budget, keep a running record of income and expenses, see how the year is tracking against plan, and produce a clean report for the board. It is built around a real transaction ledger, so the figures the board sees roll up from the transactions in it rather than from numbers typed into a report. Money the platform collects for you records itself in that ledger as it arrives, so most of the year’s income is already there before you open the app.
The app uses cash basis accounting (income and expense are counted when money actually comes in or goes out), which fits how most nonprofits operate. Your data is saved to your organization's All In One Nonprofit account, so it is available wherever you sign in and is shared with the rest of your team, not just stored on one browser.
There is a natural order to setting the app up. Do these three things once and the rest falls into place.
Once those are in place, the Dashboard shows your income statement and budget-versus-actuals, and the Board Report turns it into a document you can share.
The Dashboard is your at-a-glance view of where the year stands. It has three parts.
Stat cards at the top show total income, total expenses, and net (the surplus or deficit) for the selected year, drawn from your recorded transactions. Each card is a link: income and expenses open Transactions, the ledger those totals are added up from, and net opens the board financial report that restates the same three figures.
A table lists each budget category with the amount you budgeted, the actual amount recorded so far, and the variance between them. Categories where you have recorded transactions but did not budget a line are shown too, so nothing slips past unnoticed.
Because every line and transaction carries a fund tag, the Dashboard shows a Funds card with income, expenses and what remains for the year on each side, so the board can see not just how much money is committed to a specific purpose but how much of it has already gone out.
Where you have named your funds, a By fund table breaks that down one fund at a time: what was budgeted, received and spent against each, and what remains this year. This is the part that matters for an audit. Overspending does not happen to "restricted" in general, it happens to a particular fund, and a healthy total hides it easily: a surplus in one fund covers a deficit in another while the overall figure still looks fine. If any fund has been spent beyond what came into it, the card says so plainly and names the fund, even when the restricted total looks healthy.
The Budget page is where you plan the year. Add as many income and expense lines as you need.
Add or remove lines as your plan firms up, then click Save. The categories you use here become the categories your actual transactions roll up into, so name them the way you want them to appear on the Dashboard and the board report.
The Transactions page is the ledger: the running record of money in and out that feeds everything else. There are three ways transactions get into it.
Money the platform collects writes its own entry the moment it is taken, so a treasurer never keys an online gift in a second time. This is covered in full under Money that records itself below.
Enter the date, the type (income or expense), the amount, a short description, the category, and the fund (unrestricted or restricted). The category field offers your budget categories so your actuals line up with your plan. Marking a transaction restricted also lets you say which named fund it belongs to, so a check you deposit against a specific fund is tracked against that fund rather than against restricted money in general.
To bring in a lot of transactions at once, use CSV import. You can paste rows directly or upload a .csv file. The file needs at least a Date column and an Amount column. Optional columns are Description, Type, Category, and Fund.
However a transaction gets in, its actuals roll up to the budget category automatically, so the Dashboard and the board report stay current without any extra step.
You can take the ledger back out the same way. The Ledger card has an Export CSV button that downloads every transaction for the selected year (date, description, category, type, fund, and amount) as a spreadsheet-ready file, in the same shape the importer accepts, so you can keep a backup or open the figures in Excel.
When your organization is connected to Stripe, money the platform collects does not wait for anybody to type it in. The entry is written at the moment the payment is taken, so your ledger matches your bank without a second round of data entry.
Six kinds of payment book themselves:
Cash and checks reach the books too. A gift you record by hand in Donor Management writes a ledger entry as well, so the money that arrives in an envelope is treated the same as the money that arrives online. Gifts that came in online are skipped here, because they were already booked when the payment was taken.
Every automatic entry writes two lines: the gross income, and the processing fee as an expense. Recording the gross and the fee separately is what lets your income statement show what your supporters actually gave while your expenses show what it cost to collect it.
If you refund a payment, the original entry stays exactly where it is and a reversing entry is added beside it, so the history of what happened is preserved rather than rewritten. Two partial refunds produce two reversals. A chargeback works the same way.
The processing fee is deliberately not reversed. Stripe keeps its fee on a refunded payment, so your organization really did lose that money and your books should say so.
The Board Report turns your figures into a clean, board-ready financial summary. From the report you can:
The report can include an AI treasurer's narrative: a short written summary of your budget, actuals, and variances that you can review and edit before it goes to the board. It uses only the figures in your ledger and invents nothing.
The report carries your document branding (letterhead, footer, and signature), which is set once on the My Organization page and carries across every app, so it goes out on your own letterhead.
Your organization can save more than one signature on My Organization (for example the executive director and the board chair), each with a name and title and one marked as the Default. Every Word export in this app offers a Signature pull-down listing them, with the Default preselected, plus No signature; the signer's name and title print under the signature image.
The app includes AI automations that draft financial documents from your own figures: a Treasurer's Board Narrative (a written summary for the board), a Budget Drafter (a starting budget to refine), and a Financial Health and Variance Review (a read of where the numbers stand). Each one opens in an editor with the full export toolbar so you can copy, download as Word or text, print, or email it. You review and edit everything before it is used.
Each automation is documented in detail in the AI Automations Guide.
A short, practical Quick Read course on nonprofit financial management is built into the app: the basics of a nonprofit budget, reading an income statement, the difference between restricted and unrestricted funds, watching budget versus actuals, building an operating reserve, and reporting clearly to the board. Each lesson is concise, your progress is saved, and the lessons connect to the parts of the app that put the idea into practice.
Set these once and the rest of the app uses them.
Your organization identity, branding (letterhead, footer, and signature), language, and connections are all set once on the My Organization page and carry across every app, so you only set them once. You can even customize your organization's language there, renaming platform terms like donation or donor to the words your organization uses. The fiscal year and accounting basis above are specific to this app.
The Financial Management app is an internal management and board-reporting tool. It is not financial, tax, accounting, or audit advice, and it is not a substitute for a professional. Keep your official books in your accounting software, and confirm budgets, reports, and any decisions with your accountant, bookkeeper, or auditor.
Financial Management sits alongside the rest of your board and operations tools:
Questions or feedback? Email [email protected]. This guide is a public reference, no sign-in required.
Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.
From our Learn library: the nonprofit financial workflow and your first 30 days as a 501(c)(3).
Sharing your financials publicly builds funder trust. Your financial details here are what the Candid Gold seal asks for. See our step-by-step guide to earn a Candid Seal of Transparency.