Blog

What You’re Actually Getting When Your Nonprofit ERP Runs on Microsoft’s Infrastructure 

In short: Nonprofits are the second most targeted sector by cybercriminals, and most have little to no dedicated IT or cybersecurity budget. An ERP built directly on Microsoft Dynamics 365…

Presenting Actionable Data to School Boards: 4 Tips

School and district leaders face a unique hurdle during board meetings: translating dense, complex metrics into a clear narrative for community members who may or may not have a formal…

Where AI Actually Helps in Nonprofit Finance Right Now (and Where It’s Still Hype) 

In short: Finance leaders are right to be skeptical of AI claims — a recent survey found 87% of finance professionals need to tie AI spending to results within a…

Fund Accounting vs. For-Profit Accounting: Why Your ERP Needs to Think Differently About Revenue 

In short: For-profit accounting answers “how much did we make?” Nonprofit accounting answers “did we spend this the way we told donors and funders we would?” That difference is codified…

The Hidden Cost of Paper-Based Purchase Requests (and What an Audit Trail Actually Buys You) 

In short: “Paper-based” approvals rarely involve actual paper anymore — they live in email threads, texts, and Slack messages that feel efficient until someone needs proof they happened. Manual purchase…

What schools should look for in permission slip and forms software 

In short: Districts evaluating activity fund platforms tend to spend most of their attention on the payment screen, but the forms side is where a school office actually spends its time. Look for forms that…

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…