Overview
Tenant-level summary tile — revenue YTD, expenses YTD, cash position, net assets. The single screen a board member opens before a meeting.
Features
Live dashboards for nonprofits, audit-prep tooling for the firms that serve them. Built on QuickBooks Online.
Every number on every screen is sourced directly from your QuickBooks GL. The data IS your QBO data — synced nightly and on-demand. We never store a separate copy that could go stale.
The dashboards
Ten ready-made views, one source of truth.
Board
The one-page board read — revenue YTD, expenses YTD, net assets, cash position, open A/P, payroll YTD, and open CPA cleanup items. Every number live, sourced directly from your QuickBooks GL.
Cashflow
13-week forward forecast plus 12-month history, laying out aged receivables and recurring outflows. No black-box numbers — every line item traces back to a specific QBO transaction or vendor.
Budget
Per-account budget vs. actuals for the current fiscal year. Variance % highlighted. Aggregated from the monthly rollup matview for fast loads on large books.
Expenses
Spending broken down by canonical category and account — program, admin, fundraising, payroll, cost of services, operating. Even when your chart of accounts uses custom labels, the canonical split is consistent across tenants.
Banks + reconciliation
Every bank account your QuickBooks touches, with current balance and last-reconciled date so you know which accounts are stale before audit fieldwork.
Credit cards
Every credit-card account, current balance, and last-reconciled date — the second-most-common reconciliation gap auditors flag, alongside bank accounts.
Vendors + A/P
Top 10 by YTD spend, full vendor list with open A/P balances, and aging buckets (1–30, 31–60, 61–90, 90+ days). Each row shows open invoices and last payment date.
Payroll
Pay-period-by-pay-period payroll runs, YTD gross totals, monthly average, and headcount trend. Linked to your QBO payroll runs — no separate data entry.
CPA cleanup
Cleanup items surfaced from your ledger: miscategorizations, missing receipts, duplicate postings, unreconciled balances. The list your audit lead wants, ready before fieldwork starts.
QuickBooks connection
The same engineering rigor your audit firm expects from every financial system they touch.
Self-serve OAuth
One-click connect from Settings → Integrations. Authorize once, stay connected.
Nightly auto-sync
Every night we pull the latest GL entries, accounts, budget, vendors, and payroll. Manual sync button when you want it now.
Read-only
We request the com.intuit.quickbooks.accounting scope and nothing else. We never write back to your books.
Tokens encrypted at rest
OAuth tokens are AES-256-GCM encrypted before they touch the database. Decryption is bound to the tenant_id so a leaked database row can't be moved between tenants.
Custom account mapping
Every QBO account gets a canonical category we auto-infer — you override any that don't match how your team thinks about them.
Multi-tenant isolation
Postgres row-level security ensures every read and write scopes to your tenant. One bug couldn't leak another nonprofit's books.
Want the guided tour?
The demo tenant is synthetic but fully interactive — the mapping UI, every ready-made dashboard, the CPA cleanup queue. Or book a 20-minute walkthrough and we'll show you what your own numbers would look like.