The tour

    Film 13 of 17, 0:45

    Expenses, bank import and reports

    Approve spending, match a bank statement to your donors, and hand your board real numbers.

    Transcript

    Expenses keeps money going out as careful as money coming in.

    People ask with a receipt attached, and the approver gets an email.

    Filter to what needs approval, what's ready to pay, and what's been paid.

    Upload a bank statement, and match each line to the donor who gave it.

    Reports turns it all into numbers you can hand to a board.

    Financial statements show revenue and expenses, by account.

    Your chart of accounts sits right beside them.

    And a report can email itself to whoever needs it, every week or month.