Connect grant funding
Carry expected and received grant amounts from the grant pipeline into the month when funds are anticipated.
Cash flow planning
Connect grants, donor commitments, event revenue, program costs, and operating expenses in one fiscal-year view. Understand what is projected, what has arrived, and what the months ahead may require.
See revenue, expenses, net income, running reserve, budget, and variance across the year without rebuilding the picture in another spreadsheet.

One connected fiscal year
A monthly total becomes more useful when your team can see what created it, when it may arrive, and whether it is still projected or already received.
Carry expected and received grant amounts from the grant pipeline into the month when funds are anticipated.
Add event proceeds, donor pledge installments, individual giving, and other revenue categories that matter to your organization.
Place program costs, operating expenses, and other planned spending beside the revenue intended to support the work.
Separate projected activity from received funds and compare the monthly outlook with the approved budget.
Connected to the grant pipeline
Expected grant revenue links back to the original grant record, keeping the amount, timing, and funder context connected instead of duplicating the information.

Your organization’s categories
Add the revenue and expense categories your team actually uses. Track event proceeds, donor installments, program services, operating costs, or another category without forcing the organization into someone else’s financial vocabulary.

Better monthly planning
A shared monthly view helps development and executive leadership see timing gaps, expected revenue, planned expenses, and emerging variance while there is still time to respond.
See the cash-flow walkthroughFull demo and walkthrough
Request a full demo and guided walkthrough built around the development questions your organization needs to answer.