Blog

Credit Card Reconciliation Shouldn’t Eat Your Week 

In short: When a room full of nonprofit finance leaders was polled on their most painful manual process, credit card reconciliation won without much competition. The real problem isn’t accounting,…

What to look for in a school activity fund platform beyond payment processing 

In short: Most activity fund platforms look similar once you compare transaction fees and payout speed, because payment processing is the easiest thing to put on a spec sheet. The real…

Why “We’ll Just Email the Invoice to Finance” Is a Bigger Risk Than You Think 

In short: An emailed invoice with “approved, please pay” typed above it feels like documentation, but it isn’t a control — nobody’s actually matching it against a purchase order or…

How to evaluate a new activity fund tool without disrupting your finance system 

In short: Finance directors often delay fixing manual activity fund processes because they fear it means putting their working ERP at risk. It doesn’t have to. A tool that connects to your existing…

Group Homes, Grocery POs, and the Power of Granular Cost Data

In short: Standard nonprofit financial reports show totals — by department, by program, by month — which is exactly the level of aggregation that hides what’s actually happening on the…

4 Data Hygiene Steps to Take Before Launching a Fundraiser

Whether you’re planning a nonprofit giving day or district-wide school fundraiser, data should be the backbone of your strategy. But it’s not enough to have haphazard data that’s siloed across…

Common activity fund management mistakes in K-12 schools (and how to fix them) 

In short: Most activity fund problems aren’t caused by carelessness — they’re caused by processes that depend entirely on one person remembering to close a loop, with no second check built in. The four most…

A $30,000 Roof and the Case for Real-Time Financial Visibility 

In short: Nonprofit finance leaders often can’t tell whether real-time financial visibility matters when funding is already locked into multi-year government agreements. It does — because the pressure isn’t the…

Build, Buy, or Bolt-On? What to Look for When Evaluating a Nonprofit-Specific ERP 

In short: Nonprofits leaving Dynamics GP (mainstream support ends December 2029) or outgrowing QuickBooks face the same underlying choice, whether they realize it or not: build custom software, buy a…