Unified Control
Bring all your accounts, cards, and grants together—no more platform hopping or manual transfers. Simple, instant visibility into every dollar and fund, so your mission never misses a beat.
No More Receipt Chasing
Every purchase—by staff or volunteer—is tracked and tagged to the right fund or grant automatically. Ditch paper, folders, and missed expenses. Your finances stay clean, compliant, and always audit-ready.
Instant Insights
See your nonprofit’s financial health at a glance. Real-time revenue, expense, and fund tracking—no spreadsheet chaos, just clear answers for teams, boards, and reports.
Syncs with Holdings banking—real-time, unified data.
Tracks every grant, fund, and expense automatically.
Categories and matches transactions for you—no manual entry.
Store receipts with every payment—instant audit-ready records.
Get live dashboards—see program health at a glance.
One-click export for board or funder-ready reports.
