How it runs for nonprofits, charities and associations
Our dashboard desk builds those tiles from your QuickBooks Online or Xero file and your donor CRM, refreshes them on a schedule and checks that every figure agrees with the closed ledger before publishing. The dashboard and the board pack never disagree because they share a source.
What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for nonprofits, charities and associations
- Months of operating cash and reserve coverage against the board policy
- Restricted versus unrestricted cash so available funds are never overstated
- Grant spend against budget with percentage of award period elapsed
- Government and grant receivables aged with expected payment dates
- Donation revenue against the fundraising plan by campaign and channel
The KPI that matters here
Dashboard refreshed within 2 business days of each close with every tile traceable to a fund, grant or CRM campaign.
Nonprofits compliance notes
IRS Form 990 data (US)
Tax-exempt organizations file Form 990, 990-EZ or 990-N depending on gross receipts and assets, by the 15th day of the fifth month after year-end. We prepare the underlying data: revenue by source, functional expenses by program, management and fundraising, net assets by restriction, and officer compensation schedules. Your CPA reviews and files the return; we provide preparation support only.
Restricted versus unrestricted funds
Under ASU 2016-14, net assets are presented with donor restrictions and without donor restrictions, and restrictions are released when the purpose or time condition is met. We track each restricted gift and grant from receipt to release in the ledger, so the statement of activities and the notes show releases with support rather than estimates.
Charity Commission (England and Wales)
Registered charities with income over £25,000 must file an annual return and accounts within 10 months of the financial year-end, and those above the audit threshold need an independent examination or audit. We keep the books to Charities SORP categories where the charity reports on an accruals basis, and assemble the figures for the trustees' annual report. The trustees and their examiner or auditor remain responsible for the filing.
ACNC (Australia)
Charities registered with the Australian Charities and Not-for-profits Commission lodge an Annual Information Statement within six months of year-end, with financial reporting obligations that rise with size. We prepare the financial figures and, where the charity is registered for GST, the BAS workpapers for your TPB-registered BAS agent or accountant. We do not lodge the statement or the BAS.
Nonprofits software we work in
- QuickBooks Online
- Xero
- Sage Intacct
- Bill.com
- Stripe
- PayPal
- Gusto
- Bloomerang
- DonorPerfect
- Neon CRM
- All 50 platforms
More for nonprofits, charities and associations
Other services for nonprofits
Frequently asked questions
Which KPIs matter most on a nonprofit dashboard?
Months of unrestricted cash, reserve coverage against policy, grant spend against budget relative to time elapsed, receivables aging from government payers and fundraising progress against plan. Program expense ratio is useful annually but noisy monthly. We start with those five and add program-level tiles once the underlying coding is clean.
Can the dashboard separate restricted cash from cash we can spend?
Yes, that is usually the first tile a finance committee asks for. Restricted fund balances are subtracted from total cash to show unrestricted cash available, and reserve designations are shown separately. It prevents a healthy bank balance from hiding that most of it belongs to funded programs.
What tools do you use for nonprofit dashboards?
Fathom, Syft or Reach Reporting on top of QuickBooks Online or Xero for the financial tiles, with giving data loaded from your CRM. If your organization already has Power BI or a similar tool, we supply reconciled data on a schedule instead. The tool belongs to you; we maintain the definitions and check the numbers each refresh.
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