Transform your budgeting and reporting in as little as two weeks.
Turn your data into actionable insights with our cloud-based solution.
BUDGET FASTER
Budget worksheets built in the cloud enable you to work faster and alleviate the headaches that come with spreadsheets.
REPORT EASIER
Choose between multiple pre-built reports that each give you the ability to slice and dice the data the way you want it, or for greater insight, create your own customized presentations that give leadership exactly what they want to see with our Custom Report Builder.
COLLABORATE BETTER
Empower everyone on your team to be in the know with real-time budgeting and reporting that’s accessible anytime, anywhere.
We make budgeting & reporting easy.
Robust budgeting
& planning
Engage leadership in the planning process quickly and easily with our pre-built planning templates. You no longer need to share and keep track of revisions to Excel files. Think of the time you will save!
Bottom-Up Budgeting
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Real-Time Data
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Accurate information to help you analyze budgets as they are being built.
Personnel Budgeting
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Multiple forms of compensation plus allocations.
Forecasting & What-If Analysis
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Powerful Reporting
& Dashboards
View graphical presentations of performance versus budget and prior year plus average weekly giving and more. Choose between multiple report templates that provide users control of row and column contents plus drill down to the transaction detail level. All of this is immediately available within minutes after connecting to your accounting system and tailored to your
financial structure.
Pre-Built Reporting
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Save time creating reports with our built-in templates.
Controlled Access
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Grant user-level permissions to your data depending on the need.
Get the Details
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Each report offers the ability to drill down into the transactional level.
Flexible Reporting
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Tailor each view for your specific performance data.
Resources
Case Study: Onward We Learn
Founded in 1989 as the Children’s Crusade for Higher Education, and relaunched as Onward We Learn (OWL) in 2022, this federally funded nonprofit engages students in urban school districts (starting in middle school) and provides college readiness, career exploration,...
Case Study: Concordia Theological Seminary
When Concordia Theological Seminary opened for its first academic year in Fort Wayne in 1957, it’s highly likely that their bookkeepers and accountants were creating budgets manually, using green ledger sheets, with pencils and lots of erasers. Sure, mistakes were...
Budget Planning For The Fiscal Year: When, Why, & How
Are you starting a new fiscal year soon? It may be time to budget plan and gear up for the next financial year ahead. While seasoned budgeters know this process all too well, it’s always a great time to brush up on fundamentals and learn how you can use tools to...