Finance
Get a real grip on the money side: dues, sponsorship, purchases and payouts in a single flow. Link your bank account and transactions reconcile themselves, so your actual balance is always current and the forecast tells you what is coming.
Every dollar in and out
Dues, sponsorship, purchases: every movement lands in one place. Link your bank to reconcile transactions automatically and keep a live actual balance.
Budgets, forecast and analytics
Run budgets by category, see cash flow coming with the forecast balance, and read your organization's financial health season after season.
Dues and invoices
Target by member type or role. New members are added automatically and pay prorated dues for the time left. Stripe payments and PDF invoices.
- Income and expense tracking
- Linked bank account (open banking)
- Synced transactions and reconciliation
- Live actual balance
- Forecast balance
- Budgets by category
- Financial analytics
- Dues and online payment (Stripe)
- Campaign targeting by member type and role
- New members added automatically
- Prorated dues for anyone joining mid-season
- Payment reminders sent automatically
- PDF invoices
- CSV export