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EMPOWER YOUR FINANCE DEPARTMENT

Financial Management & Procurement

Solve your biggest headaches with an all-in-one solution

FINANCIAL MANAGEMENT

General ledger

All the functionality you need for setting up and posting to the general ledger, chart of accounts, general journals, recurring journals, and source code. Add dimensions to the GL for greater flexibility, and get rich insights into your financials with easy-to-use interfaces.

Cash management

Manage and reconcile bank accounts, forecast cash flow and manage donation tax receipts in a single place for faster, more accurate cash management.

Budget management

Create, adjust, and monitor as many budgets as you need, with real time and forecasting insights so there are no bad surprises at the end of the year.

Accounts payable and receivable

Simplify payment and billing with client and vendor management, easy invoicing and billing, electronic funds transfer, statements and reminders, and expense claim processing.

Inventory management

Know exactly what you have on hand with item management, track purchasing and sales, and charge items to specific dimensions.

Purchasing

Make sure your procurement process exceeds requirements with end-to-end visibility from purchase order to payment, approval workflows, and automated orders.

Asset management

Set up and integrate assets with purchasing, accounts payable and receivable, and GL to track purchase, maintenance and depreciation.

Optional modules

  • Online expense claims
  • Project and grant accounting
  • Online requisitions
  • Budget planning
  • Advanced financial reporting
  • Financial business intelligence
  • Donor management

Case Study

SOLUTION FOR HUMAN SERVICE

Right To Play

“With our new system we’re able to easily connect donors to the right programs at the right time and have an end-to-end picture of how we interact with them.”

– Katherine Thebeau, CRM Solution Manager

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