Fund Management
The fund management app allows nonprofits to plan at the fund-level, using details such as donor type, donor name, total committed fund amount, fund amount received to date, as well as data entry capabilities for tracking amounts.
Features
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1
Effectively plan funding by donors, agency type, and variable funding schedules to analyze cash runway and efficiently allocate resources between different projects
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2
Plan projects with direct expense forecasting, resource staffing, and overhead expense allocation to create project-level budgets accurately
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3
Compare project-level budgets and what-if forecasts with actual performance to examine project health
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4
Highlight project-level health with profit and loss statements illustrating direct and indirect expenses or project summaries on milestones and cash balance
Basic Debt
Conduct long term debt planning factoring in interest payments, loan terms, fees and many more factors, while visualizing cash changes in real time.
Financial Statement Reporting
The financial reporting package integrates with other bundles and apps to create the Income Statement, Balance Sheet and Cash Flow.
Workforce Planning
The workforce planning app leverages your HR information system (HRIS) data to forecast your headcount and personnel-related expenses, ranging from salary, regional taxes & benefits, department-level benefits, bonuses, anniversary increases, and more.
