Donor & fundraising intelligence

Every donor. Every donation.
One clear picture.

Track donor relationships, donations, pledges and campaign finances in one governed system — with the audit trail and controls a nonprofit finance team needs.

Donors

tracked in one place

Donations

recorded & reconciled

Campaigns

active goals & progress

Pledges

balances outstanding

The platform

Donor tracking and finance, unified.

Donor records

Individuals, households, businesses, foundations and donor-advised funds linked without collapsing separate legal identities.

Donations & pledges

Record donations, approve them, track multi-year pledge balances and reconcile bank deposits with variance control.

Campaigns & events

Goals, funds and appeals with event registration, seating and one-tap guest check-in on the night.

Accounting-ready

Fund-to-GL mapping with balanced journal entries exported straight into QuickBooks Online.

Executive insight

Retention, revenue trends, top-donor movement and saved dashboard views for the board deck.

Security by construction

Row Level Security and a granular permission matrix enforced at the database, not by hiding buttons.

Grants & proposals

Foundation pipeline, weighted forecasting and reporting deadlines that never slip past a due date.

Real-time giving dashboard

See year-to-date giving, active campaign progress and outstanding pledges on a single live dashboard.

Fundraising command center

See your whole fundraising picture at a glance.

No more switching between spreadsheets, email and accounting software. The dashboard surfaces donors, donations, active campaigns and outstanding pledges in one view.

Year-to-date giving totals updated as donations are approved
Active campaign progress with goal tracking and at-risk alerts
Recent donations linked directly to donor profiles
Permission-aware data so each team member sees only what they should

Dashboard

Raised this year

$1,240,500

+12% vs last year

Active donors

3,842

+8% new this quarter

Active campaigns

2 ending this month

Pledges outstanding

$312,000

14 past due

Active campaigns

Goal progress

Annual Gala 202678%

Spring Scholarship Fund45%

Capital Campaign92%

Access control

Role & department scoped

Audit trail

Every change, every actor

Accounting

QuickBooks-ready exports

Data handling

Retention policies built in

Built for the scrutiny of an audit.

Every create, edit, archive and permission change is recorded with the actor and before-and-after values — so your finance committee, your auditor and your board see the same truth.

Enter the platform

Every donor. Every donation.One clear picture.