Your setup path
These steps take most organizations from zero to collecting donations, running their first app, and getting recognized by funders.
Sign in and find your apps
Sign in to land on your launchpad, where every app you have lives as a tile. Inside each app, the sidebar puts your Dashboard and AI Automations right at the top.
Sign in →Set up your organization and branding
In any app, open Organization Settings and add your organization details plus a letterhead, footer, and signature. They flow automatically onto every letter, report, and statement you generate.
See the guide →Connect payments
One Stripe connection powers donations, dues, event tickets, and paid forms, with money going straight to your own account. Prefer PayPal? Add a PayPal donation link too.
How to connect payments →Add your first records
Pick one app to start, Donor Management is a great first step. Add a donor, log a gift, and let the AI draft the thank-you. Your dashboard updates as you go.
Browse the apps →Use the tours and get help
Every app has a Take the tour button and a full User Guide. Use the Ask All In One Nonprofit box on the Support page to find anything, or book a setup call below.
Open Support →Earn a Candid Seal of Transparency
Once you are set up, claim your Candid profile (formerly GuideStar) and work up the Seal of Transparency from Bronze to Platinum. It builds trust with funders, and your apps produce much of what the higher seals ask for. We encourage every organization to do it.
See the step-by-step guide →Start with your role
The apps do the work; each role has a short first-week track that tells you what to open and in what order. Pick your seat.
New to nonprofits? Start with these guides
Need a hand setting up?
Prefer to have a person walk through it with you on a screen-share? Pick whichever fits.
Free 30-minute setup call
A quick session to get you signed in, your organization set up, and your first app running. Free for customers.
Book a free call →Concierge setup
A longer, hands-on session where we set up payments, branding, and your apps with you in detail. Paid service, reach out for pricing.
Request concierge setup →