Nonprofit Financial Intelligence

Your Nonprofit Financial Command Center

Budget. Track fundraising. Understand your Form 990. Manage grants. Monitor compliance. Stay financially ready.

Not accounting software. Not just fundraising software. One secure command center built for nonprofit leaders.

Plan. Budget. Fundraise. Stay compliant. Grow.

Command Center

Revenue

$248K

Raised

$96K

Cash

$51K

Fundraising progress

64%

What we do

Everything Your Nonprofit Needs to Stay Financially Ready

One secure workspace replaces scattered spreadsheets and guesswork with clear financial intelligence.

Financial Command Center

Understand revenue, expenses, cash, budgets, grants, fundraising progress, and financial health.

Smart Budgeting

Create nonprofit budgets based on mission, programs, staffing, grants, history, and fundraising goals.

Fundraising Intelligence

Generate fundraising strategies based on your nonprofit’s actual mission and financial needs.

Form 990 Intelligence

Upload prior filings and analyze important financial trends across years.

IRS Notice Assistance

Upload notices and get plain-language explanations, deadlines, requested documents, and draft-response help.

State Compliance

Identify state filings, charitable solicitation requirements, due dates, fees, and verified penalties.

Expense & Receipt Management

Track expenses and supporting documentation throughout the year.

Grant Tracking

Track grant balances, spending, restrictions, and reporting deadlines.

Board Reporting

Generate understandable reports for nonprofit boards.

Advisor reviewing nonprofit strategy

Why we are different

Your Accounting Software Tracks Transactions.

We Help You Understand What They Mean.

Traditional accounting software records transactions. This platform helps nonprofit leaders understand where the organization stands, where money comes from and goes, whether budgets and fundraising are on track, whether grant funds are used properly, which items need attention, which deadlines are coming, and what leadership should consider next.

Built around your mission

Your mission becomes an AI input for fundraising and budgeting recommendations.

Year-round tax readiness

Don’t wait for Form 990 season to discover problems.

Secure by design

Each organization has its own protected workspace. One nonprofit’s information is never visible to another.

How it works

From scattered records to a clear plan

1

Step 1

Tell us about your nonprofit

Organization information, mission, programs, state, financial goals, and fundraising goals.

2

Step 2

Add your financial information

Profit & Loss, Form 990, Cash Flow, Balance Sheet, IRS notices, grants, donations, and receipts.

3

Step 3

Receive insights

Financial dashboard, Form 990 analytics, budgets, fundraising strategies, compliance reminders, and IRS notice explanations.

4

Step 4

Take action

Build budgets, track expenses, strengthen fundraising, organize records, prepare board reports, and monitor compliance.

Pricing

Choose the Nonprofit Command plan that fits your organization

Start with the financial tools your nonprofit needs today and unlock deeper tax, fundraising, compliance, board, and advisory intelligence as your organization grows.

Save 2 months with annual billing

Essential

Financial clarity to get started

1 Admin Workspace

No interactive Board Portal

$59/mo
  • Financial Dashboard
  • Budget Center
  • Expense Tracking
  • Receipt Storage
  • Fundraising Goals
  • Basic Fundraising Ideas
  • Compliance Calendar
  • Secure Documents
  • Basic Reports
  • Board-Ready Report Downloads
# Most Popular

Growth

Fundraise, budget & stay compliant

Admin + Board Portal

Up to 5 Board Members

$99/mo
  • Everything in Essential
  • Form 990 Upload & Analytics
  • IRS Notice Analyzer
  • Advanced Budgeting
  • Mission-Based Fundraising Strategy
  • Donation Analytics
  • In-Kind Donation Tracking
  • Grant Tracking
  • Restricted Fund Tracking
  • State Compliance Intelligence
  • Financial Health Score
  • Board Reports
  • PDF Reports
  • Board Portal
  • Up to 5 Board Members
  • IRS Notice Center

Premium

Advisor & advanced board collaboration

Admin + Advanced Board Portal

Up to 15 Board Members

$199/mo
  • Everything in Growth
  • Advanced Board Portal
  • Up to 15 Board Members
  • Advisor Collaboration
  • Multi-User Permissions
  • Professional Review Workflow
  • IRS Response Drafting
  • Reasonable Cause Drafting
  • Advanced Scenario Planning
  • Advanced Reporting
  • Board Document Library
  • Meeting Packets
  • Board Action Items
  • Acknowledgment Tracking
  • Custom Board Permissions
  • IRS Notice Center

All plans include organization-secured data isolation. No nonprofit ever sees another organization's private information. You'll purchase securely via Stripe, then create your account and organization.

Who we serve

Built for the people who keep nonprofits running

Nonprofit Leaders

Understand your financial position without an accounting degree.

Executive Directors

See budgets, fundraising, and compliance at a glance.

Treasurers

Track budgets vs. actuals, expenses, and restricted funds.

Board Members

Receive clear, board-ready financial summaries.

Bookkeepers

Organize receipts, expenses, and the chart of accounts.

Tax Professionals

Prepare Form 990 and respond to IRS notices with support.

Advisors & Consultants

Manage multiple nonprofit clients securely.

Security

Your nonprofit's information stays your nonprofit's information

Organization isolation

Each nonprofit has its own protected workspace with row-level security. One organization’s data is never visible to another.

Encrypted storage

Documents and records are stored securely and scoped to the authorizing organization.

Least-privilege access

Roles limit who can view financials, IRS notices, donor identities, and sensitive tax documents.

Secure connections

Integration tokens are never exposed in the browser; connections are organization-specific.

Audit logging and additional hardening are on the platform roadmap. This is informational and is not a security certification.

Trusted partner

Tax filing, handled by Yolanda Financial Services LLC

We partner with Yolanda Financial Services LLC to handle all your tax filing. When you are ready to file, their team takes care of preparation and filing so your nonprofit stays compliant and on time.

Contact Yolanda Financial Services

Partner

Yolanda Financial Services LLC

FAQ

Questions, answered

Contact

Let's talk about your nonprofit

Have questions about plans, security, or onboarding? Send us a message.