NONPROFIT FINANCIAL MANAGEMENT

Nonprofit Accounting Software for Funds, Grants & Financial Reporting

Manage restricted funds, grants, programs, budgets and multiple entities in one cloud financial platform with Sage Intacct.

✓ Track restricted and unrestricted funds with greater clarity
✓ Simplify grant, program and board reporting
✓ Consolidate entities without rebuilding reports in Excel

25+

Years of ERP Experience

500+

Clients and Projects

Nonprofit

Accounting Expertise

Sage

Partner

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WHEN FINANCIAL COMPLEXITY GROWS

Has Your Nonprofit Outgrown Its Current Accounting System?

As your nonprofit adds programs, grants, funds, locations or entities, the accounting system that once worked well can start creating more manual work, fragmented reporting and limited financial visibility.
If month-end reporting depends on spreadsheets, grants are difficult to reconcile, or leadership cannot see program-level financial performance without asking finance for another report, your accounting system may no longer match the complexity of your organization.

Spreadsheet-Dependent Reporting

Financial reports require extensive manual preparation, reconciliation and spreadsheet manipulation before they can be shared.

Limited Fund Visibility

Finance teams struggle to see restricted and unrestricted fund balances, activity and availability in one place.

Complex Grant Reporting

Grant, program and funding information is spread across multiple systems, worksheets or manually maintained reports.

Manual Consolidation

Multiple entities, locations or operating units must be consolidated manually at month-end.

Disconnected Approvals

Purchasing, invoice and payment approvals happen through email or outside the accounting system.

Delayed Decision-Making

Leadership depends on finance teams to manually prepare reports before receiving reliable financial information.

ACCOUNTING BUILT AROUND YOUR MISSION

Sage Intacct for Nonprofit Organizations

Sage Intacct is a cloud financial management platform that helps nonprofit finance teams manage accounting, reporting and financial complexity across funds, grants, programs, departments, locations and entities.

Instead of expanding your chart of accounts every time your organization needs another reporting view, dimensional accounting allows financial activity to be analyzed from multiple perspectives.

Sage Intacct for nonprofit accounting dashboard showing funds, grants and financial reporting
A CONNECTED FINANCIAL ENVIRONMENT

Connect Finance, Programs and Reporting in One Nonprofit ERP Environment

Your accounting system does not have to operate in isolation. As nonprofit organizations grow, financial management becomes increasingly connected to donor management, payroll, budgeting, grant administration, banking, expenses and operational systems

Donor Management

CRM Integration

Payroll and HR

Expense Management

Sage Intacct Financial Management

Financial Core for Your Nonprofit Ecosystem.

Banking & Payments

Budgeting & Planning

Grant Management

Business Intelligence

Connect the systems your teams already use while improving financial control, reporting consistency and data visibility.

QUICK PRODUCT TOUR

See Sage Intacct For Nonprofits in Action

Take a short product tour of Sage Intacct and see how a modern cloud financial platform can help nonprofit finance teams improve visibility, streamline accounting and manage financial complexity.

What You’ll See

SAGE INTACCT FOR NONPROFITS

Turn Financial Data Into Clearer Decisions

Sage Intacct helps nonprofit organizations automate accounting, improve fund and grant visibility, accelerate reporting and manage financial complexity across programs and entities.

Nonprofit Financial Reporting

Dimensional reporting by fund, grant, program, department, entity and location.

Fund and Grant Visibility

Track revenue, expenses, restrictions and performance across funds and funded programs.

Multi-Entity Nonprofit Accounting

Consolidate financial information across multiple entities and locations with less manual work.

Budgeting and Planning

Compare budgets, actuals and forecasts while giving leadership clearer insights for planning.

Workflow Automation

Standardize purchasing, accounts payable and financial approval processes dynamically.

Real-Time Dashboards

Give finance and leadership teams timely access to relevant financial and operational indicators.

BUILT FOR NONPROFIT COMPLEXITY

Financial Management for Different Nonprofit Models

Every nonprofit has a different funding structure, reporting environment and operational model. Our solutions are tailored to support the unique compliance and stewardship requirements of your organization.

Associations & Membership Organizations

Track programs, chapters, membership revenue and organizational performance.

Foundations

Manage restricted funds, grants, programs, investments and stewardship reporting.

Charities

Track donations, restricted funds, programs, expenses and financial reporting requirements.

Community Service Organizations

Connect funding and financial reporting with programs, services and community initiatives.

Indigenous Organizations

Manage programs, funding sources, approvals and community reporting requirements.

Healthcare Nonprofits

Connect financial management with programs, services, locations and operating units.

Social Services Organizations

Track funding, service programs, expenses, and organizational performance.

Multi-Entity Nonprofits

Consolidate financial information across entities, locations and operating units.

IMPLEMENT WITH GREATER CLARITY

Sage Intacct Implementation for Nonprofit Organizations With an Experienced Sage Partner

A successful nonprofit accounting implementation involves more than configuring software.

IWI helps organizations understand their requirements, design the right financial structure, prepare and migrate data, configure workflows and reporting, train users and support continued system improvement.

01

Assess

Review your existing accounting environment, processes, reporting challenges, integrations and future requirements.

02

Design

Define your dimensions, chart of accounts, workflows, internal controls, integrations and reporting structure.

03

Transition

Prepare and migrate data, configure the platform and complete testing and validation.

04

Evolve

Support adoption, training, go-live and continued improvements to reporting, workflows and system usage.

WHY IWI CONSULTING GROUP

A Long-Term Partner for Your Nonprofit Financial Environment

Technology is only one part of a successful financial transformation.

IWI combines ERP experience with an understanding of accounting requirements, business processes, reporting, integrations, and system adoption.

25+ Years of ERP Experience

Experience supporting organizations with ERP and financial management environments.

Finance & Technology Expertise

Bring accounting requirements, software configuration, data and integrations into one implementation strategy.

Legacy and Modern System Knowledge

Understand both the environment being replaced and the platform being implemented.

Requirements Before Recommendations

Start with your organization’s financial challenges, processes and reporting requirements before recommending a solution.

Support Beyond Go-Live

Continue improving reporting, workflows, integrations and system adoption as your organization evolves.

Sage Experience

Work with a consulting team experienced in implementing and supporting Sage business management solutions.

FREQUENTLY ASKED QUESTIONS

Questions About Nonprofit Accounting Software

What is nonprofit accounting software?

Nonprofit accounting software is financial management software designed around the way charities, associations, foundations and other nonprofit organizations manage money. In addition to standard accounting functions, it typically supports fund accounting, grant tracking, restricted and unrestricted funds, program reporting, budgeting, approval workflows and nonprofit financial reporting.

Fund accounting software allows nonprofits to separate and report financial activity according to the purpose or restriction attached to the funding. This makes it easier to track restricted funds, unrestricted funds, grants and program expenditures while maintaining organization-wide financial reporting.

Traditional accounting software generally focuses on company-level financial results and profitability. Nonprofit accounting software emphasizes accountability across funds, grants, programs, and funding restrictions, along with reporting for boards, funders, and organizational leadership.

Sage Intacct’s dimensional accounting structure can help nonprofit organizations track and report financial information across funds, grants, programs, departments, locations, entities and other organizational dimensions.

Organizations can use Sage Intacct dimensions and reporting structures to maintain visibility into financial activity associated with restricted and unrestricted funding.

Sage Intacct can help finance teams organize and report financial activity associated with grants, programs, budgets and funding sources. Specific requirements should be reviewed during solution design to determine the appropriate configuration and integrations.

Sage Intacct supports multi-entity financial management and consolidation, helping organizations manage financial information across multiple entities or locations.

Sage Intacct supports integration with other business applications. The exact integration approach depends on the systems being used and the organization’s technical and operational requirements.

Sage Intacct supports nonprofits that need more sophisticated financial management, fund and program visibility, multi-entity accounting, reporting, and workflow capabilities. Organizations should evaluate any specific regulatory or filing requirements relevant to them separately.

A nonprofit should consider replacing or upgrading its accounting system when financial reporting depends heavily on spreadsheets, grant or fund visibility is limited, multi-entity consolidation is manual, financial approvals occur outside the system or leadership cannot access timely financial information.

For organizations experiencing greater financial complexity, Sage Intacct can provide capabilities beyond many entry-level accounting platforms, including dimensional reporting, multi-entity management, workflow automation and more sophisticated financial reporting. Whether migration makes sense depends on the organization’s requirements.

Sage Intacct pricing depends on factors such as users, entities, required modules, integrations and implementation requirements. IWI can prepare a personalized estimate based on your organization’s financial environment and needs.

A nonprofit should consider replacing or upgrading its accounting system when financial reporting depends heavily on spreadsheets, grant or fund visibility is limited, multi-entity consolidation is manual, financial approvals occur outside the system or leadership cannot access timely financial information.

The exact reports depend on the organization, but nonprofit finance teams commonly need financial statements along with reporting by fund, grant, program, department, location, entity and budget. Leadership and board dashboards may also be useful for monitoring financial and operational indicators.

START WITH YOUR REQUIREMENTS

Build a Clearer Financial Path for Your Nonprofit

Tell us about your current system, reporting challenges and future requirements. We’ll help you map out a modern, cloud-based financial management strategy tailored to your organization’s unique mission.