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Finance & accounting
Enter entries, annual budget, campaigns, reconciliation, year-end close.
01
Enter and validate accounting entries
The Finance module lets you record every financial transaction for your parish. Each entry follows a strict validation c…
02
Annual budget and collection campaigns
Plan your income and expenses in advance with the annual budget, then track their progress in real time. Collection camp…
03
Reconciliation and year-end close
Reconciliation is the accounting validation of pending income (donations and intentions). The year-end close permanently…
04
Budget alerts
Budget alerts automatically notify you by email when a category crosses a threshold you define. Each user manages their …
This feature is available from the Community plan onwards.