Nonprofit System Integration & Automation
Integration connects donor management, grant tracking, & finance systems. You can automate fund accounting & prove mission impact with real-time transparency.
What We Do
Connect Funding to Impact
Cloud-based systems eliminate manual data entry, making it easy to track funding from donation to impact.
Donor & CRM Integration
We integrate tools like DonorPerfect and Salesforce with finance. This ensures fundraising revenue and general ledger entries align automatically.
Grant Management
Integration enables your system to automate fund tracking. The result? Spend is conveniently tagged by grant, funder, and program.
Expense Allocation
Integrated nonprofit stacks allow you to implement dynamic rules. Allocate shared costs and overhead across programs and grants.
Automated Reporting
Create regularly scheduled and automated funder reports and board packs. Real-time data streamlines month-end assembly. No more ad-hoc panic.
Why Us
Built for Mission Success
We build nonprofit-specific systems that meet fund accounting and transparency needs, while always being mindful of restrictions.
Fund Accounting Logic
Manage restricted, unrestricted, and temporarily restricted funds. Automation simplifies these complex processes.
Mission-Driven Focus
Routine admin tasks are automated, freeing up staff to switch focus entirely to successful program delivery and impact.
Audit Readiness
Integrated systems create traceable audit trails, going all the way from statement back to source.
Program Impact
Align financial and non-financial data to see exactly how programs perform in the real world.
Technology
Integrated Nonprofit Tech
We create a tech environment that integrates tools like Sage Intacct to provide mission-critical insights & improve performance.
Sage Intacct
Sage Intacct is a cloud accounting platform that automates financial processes, delivers real-time insights, and helps businesses scale with control.
Ramp
Helps solve any spend control issues and visibility challenges through features like expense tracking, corporate cards, and automated accounting integration.
Integration & automation improve performance
Streamline Your Mission
How We Work
Three Steps to a Better System
We take time to understand what’s not working, then build practical systems that fix it and keep it fixed.
Discovery
We dig into what’s slowing you down, pinpointing messy processes, gaps, and what’s getting missed or duplicated.
Scope & Proposal
We outline what needs fixing, what it’ll take, and what a better setup looks like.
Onboarding
We get your team aligned, systems configured, and workflows in place, without confusion, rework, or wasted time.
From Challenge to Change
View all Success Stories
Success Stories
We want the world to see how virtually anything is possible with the right tools, solutions, support, and, of course, expertise.
Insights
Blog & News
Explore our latest thinking on financial systems, reporting strategy, and digital transformation, tailored to the industries and tools we support.
Our Clients
Trusted by the Best
We’re proud to support the teams behind these logos. Long-term partnerships built on trust, capability, and results that hold up.
FREQUENTLY ASKED QUESTIONS
Nonprofit Integration FAQs
Nonprofits are usually keen to know more about restricted funds, donor syncing, & impact reporting. You can find out more here. Nonprofits ask about restricted funds, donor syncing, and impact reporting—here is how we streamline your systems.
Do you integrate with nonprofit-specific tools?
Yes, we do. No ERP platform will ever meet 100% of your accounting needs. That’s why we integrate advanced financial management software, like grant management tools and fundraising systems, to round out our services. We only use best-in-class software solutions, like DonorPerfect and Salesforce, so you can rest assured that your accounting is in good hands.
Integrations always align, supporting and enhancing one another; not working at cross purposes, which results in disruptions and breeds errors. For example, alignment between event revenue, fundraisers, and your general ledger ensures data flows seamlessly, improving efficiency and performance and eliminating duplicate data entry.
Successful integrations also improve clarity for stakeholders, especially those with little or no financial background. Another benefit is ongoing maintenance of audit readiness. This ensures your financials are audit-ready throughout the year, not just audit season.
How do you handle grants and restrictions without side files?
This is one of those areas where automation is invaluable. It takes traditionally complex tasks, like managing restricted and unrestricted flows, and before you know it, they’re complete, accurate, and dispersed properly across your system. This ensures your statements match the first time. Manual corrections are no longer needed.
Tagging is one of the reasons that automation works so well when it comes to handling grants and restrictions. The concept is quite simple, really. The system tags spend by grant, funder, and program directly into the accounting engine. This makes it easier to find specific data and provides context for auditors looking for supporting information.
How does integration help with audits and compliance?
Integration and automation work together to ensure control points live in the system, as opposed to old paper-based binders. The beauty of the cloud-based system is that it’s really easy to trace approvals and changes. What’s more, because related documentation is carried by period reconciliations, responses to sampling requests are faster.
We use integration and automation in our solutions to ensure multi-entity capabilities are included. Basically, multi-entity capabilities maintain consolidations, which means you don’t have to rebuild them every quarter. This is a great time and cost saver.
Can you show program impact with financial clarity?
Yes, we can. We can tailor your system by building “lives impacted” and program efficiency charts directly from source data. This enables you to gather very specific data; for example, you can track cost and revenue by program and class. You can then delve deeper into the efficiency and reach of each initiative.
One of the primary benefits is the ability to compare trends year-on-year. You get a clear view of which programs need intervention. So, you can take proper corrective action rather than throw a bigger portion of your budget at it and hope for the best.
What software stack do you recommend for nonprofits?
First of all, it depends. It depends on your size, sector, services, priorities, resources, and goals.
But that’s not the answer you want.
A typical software stack for nonprofits includes:
- Sage Intacct: A specialized ERP platform with strong fund accounting features and clean dimensional reporting.
- DonorPerfect: Great for specialized fundraising needs as it syncs gifts to finance with those all-important tags.
- FloQast: Recommended for its enhanced traceable evidence capability, which results in smoother month-end processes. No more scrambling for data.
- Sage 300 People: Our nod to HR integration as it relates, rather specifically, to payroll compliance
