Financials

• Accept and process electronic payments from your customers in a secure and reliable manner.
• Track, manage, and report the book value and depreciation of your company’s fixed assets.
• Close with confidence and report financials quickly and accurately.
• Get immediate visibility into financial performance with pre-built or customized reports.
• Maintain compliance with applicable accounting standards while establishing control and enabling audit trails.

Integrated Budgeting and Forecasting

• Reduce Planning Cycle Times. Collect inputs and assumptions, review iterations, and present consolidated results on time.
• Speed Decision Making. Drill across budget, forecast, and actuals to see the impact on performance in real time.
• Align the Organization. Centralize your budget with forecast and actual information in one place, providing a single version of the truth.

Constituent Relationship Management

• Improve Customer Relationships. A true 360-degree view of the customer, including sales, support cases, and financial transactions.
• Efficient Accounts Management. Create a holistic view of all accounts and their contacts with related activities in a single view.
• Improve Marketing Effectiveness and ROI. Make more educated decisions about your marketing spend—targeting the highest return avenues and donor segments.

E-commerce

• Easily create a full-featured, customizable online store that seamlessly integrates with accounting, marketing, order, and inventory management.
• Accept payments from multiple revenue sources, including donor contributions, membership dues, program fees, and fundraising events.
• Accept fixed or variable donations online and allow the donor to choose the amount they want to donate.
• Easily manage orders from multiple channels, such as online and phone, all in one place.

Spend Management

• Request approval to procure goods and services quickly and easily.
• Optimize procurement for recurring needs with negotiated terms, tiered pricing, and pre-specified delivery schedules.
• Enforce compliance with purchasing thresholds and guidelines.
• From acquisition through payment, automate the complete procurement process for goods and services.
• Accept a variety of credit and debit card types and other electronic forms of payment for online payment processing needs.
• Establish budget and spending controls to ensure compliance with policies.
• Gain real-time visibility into the spending trends across your organization.

Business Intelligence

• Ensure compliance and accommodate requirements with easy and timely customized reporting.
• Create reports and dashboards that combine operational and financial data and KPIs.
• Analyze statistical measures and results for each department, location, funder/donor, and more.
• Gain instant, real-time visibility for all key stakeholders, from high-level summaries down to the underlying transactions.
• Ensure compliance and minimize risk with robust security, segregation of duties, and fully auditable business processes.