
Automated Bookkeeping for Foundations
Eliminate manual data entry and automate end-of-month closings, transaction categorization, and grant tracking—so your foundation can focus on what really matters.
Corporate Card Issuing
Grant staff or program leads can make necessary purchases without resorting to personal credit.
Sub-Accounts
Organize multiple funds or initiatives under a single foundation umbrella.
Receipt Collection
Keep clear digital records of operational and grant-related expenditures.
High-Yield Savings
Invest idle funds responsibly while ensuring liquidity for grant cycles.
Reimbursements
Simplify the reimbursement process for board members or staff traveling to partner sites.
ERP
Sync All categorized transactions automatically post to your accounting system, eliminating manual entry.