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Funder Reports Assembled from Real Data. Financial Health AI.

Connect QuickBooks, Xero, or Sage Intacct. Fund accounting aligned to FASB ASC 958. Budget variance with an AI narrative explaining what changed. Funder reports pull from 15+ places across your account: your numbers, your programs, your grants. Plus consistent scenario planning.

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Financial Dashboard
Budget Planning
Funder Reports
990 Prep
Financial Dashboard

Ratios, trends, and benchmarks

Upload your financial statements and instantly see key metrics - program expense ratio, administrative efficiency, months of reserves, and more. Compare against sector benchmarks to know where you stand.

Key Ratios

Program expense ratio, fundraising efficiency, working capital ratio, and debt-to-asset ratio - calculated automatically from your uploaded financials.

Trend Analysis

Track how your financial metrics change over time. Spot trends in revenue, expenses, and reserves before they become problems.

Sector Benchmarks

Compare your ratios against NCCS benchmark data for your subsector. Know whether your spending patterns are typical or outliers.

Planning & Reporting

From budgets to board-ready reports

Budget Planning

Create and manage organizational budgets with line-item detail. Track actuals against budget in real time and flag variances early.

Funder Reports

Generate financial reports formatted for grant applications and funder reviews. Pull data from your uploaded financials and grant records automatically.

990 Prep

Guided IRS Form 990 preparation that pulls data from across the platform - board composition, compensation, program accomplishments, and financial statements.

How it connects

This HQ is part of a bigger picture

Every HQ shares its data, its proactive alerts, and its agents with the rest of the platform. Here are three concrete ways this one works with the others.

Accounting staleness warning

accounting-data-stale nudge watches revenue_entries freshness and fires when QuickBooks/Xero sync drifts, preventing stale numbers from reaching board reports.

FYE cluster coordinates three HQs

NUDGE-TC-05 uses fiscalYearEndMonth plus pending grant outcomes and compliance deadlines to raise a single cross-HQ warning 30 days out.

Financial provider behind every report

financial-provider supplies budget vs. actuals, restricted fund balances, and alerts to DGE templates so funder reports and board packets pull live numbers instead of spreadsheets.

See how everything connects

Ready to understand your financial health?

Free tier includes financial dashboard with key ratios. Starter plans and above unlock budget planning, funder reports, and 990 prep.

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