What are your pain points in your financial operations?

We empower non-profits, and CIDs with tailored financial management systems:

• Knowing where you stand?

  • Custom reports for the board, committees and managers
    Effectively communicate critical metrics to key stakeholders. No more sifting through irrelevant data - our reports deliver insights that matter

• Cash flow?

  • Cash flow forecasts.
    Our cash flow forecasts provide valuable insights to help you plan better for the future and make informed decisions with confidence.
    

• Managing expenses?

  • Corporate credit card spend management.
    Streamline the substantiation process for corporate credit card transactions. With our mobile app-based system, you can easily validate and verify expenses.
  • Simplified time sheets & scheduling.
    Easily manage shifts, track hours worked, and ensure accurate payroll processing. For CIDs utilizing off-duty police officers, our system helps makes scheduling a breeze.

• Receivables?
  

  • Revenue Review.
    Stay on top of invoicing and receivables. For CIDs, we ensure that the right parcels are included in the tax digest and tracking grants for accurate invoicing.

• Paying bills and expense reports?

  • Simplified payment work flow.
    No more delays in payment processing. Authorized board members and staff can view, approve, and pay bills directly from their mobile devices with automatically enforced policies.
  • Simplified expense reports.
    Eliminate unnecessary headaches. Our system simplifies the entire process, saving you and your employees time and reducing frustration.

• Budgets or audits?

  • Status of budget.
    Keep tabs on the status of every project, grant, and event. We'll keep your budget organized and ensure that your resources are allocated effectively.
  • Budget preparation.
    Create comprehensive budgets, including capital budgets and 5-year forecasts so you can plan for the future with confidence. 
    
  • Preparation for audits & IRS 990 filings.
    We help gather and organize the necessary documentation, ensuring compliance and readiness.