AI-Powered ERP Solutions for Nonprofits
With years of experience working with nonprofit organizations, we leverage Microsoft Dynamics 365 Business Central and AI-driven insights to align technology with your mission.
Capabilities Built for Nonprofit Finance Operations
Every feature designed to support fund accountability, compliance, and mission-aligned financial management.
Fund Accounting & Restriction-Aware Financials
Track restricted, temporarily restricted, and unrestricted funds with precision. Maintain fund-level visibility that satisfies donors, boards, and auditors.
- Segment financials by fund, program, grant, and department
- Real-time fund balance visibility for leadership
- Automated restriction tracking and release workflows
- Clean audit trails for every transaction
Grant Tracking, Compliance & Reporting
Manage grant lifecycles from award through spend-down and final reporting. Build compliance confidence with structured workflows and documentation.
- Grant-level budgeting and spend tracking
- Automated grant reporting outputs
- Compliance documentation and deadline management
- Audit-ready grant files and transaction history
Donor & Pledge Alignment with Finance
Bridge the gap between donor/CRM systems and your general ledger. Ensure pledge receivables, donor restrictions, and gift data flow cleanly into finance.
- Integration-ready architecture for donor/CRM platforms
- Donor intent and restriction alignment
- Pledge receivable tracking and aging
- Reconciliation workflows between systems
Budgeting by Program, Department & Funding Source
Build budgets that reflect how your organization actually operates, by program, department, grant, and fund. Track variance in real time.
- Multi-dimensional budgeting across programs and funds
- Budget-to-actual variance reporting by segment
- Scenario planning and what-if modeling
- Rolling forecasts for leadership planning
Procurement Controls & Approvals for Stewardship
Demonstrate responsible stewardship with structured purchasing workflows. Ensure every dollar spent aligns with organizational policies and donor expectations.
- Configurable approval hierarchies by amount and type
- Vendor management and compliance tracking
- Purchase requisition and PO workflows
- Complete audit trail for procurement decisions
Audit-Ready Reporting & Transparency
Generate the reports your auditors, boards, and funders need, without scrambling. Build confidence through transparent, accurate financial reporting.
- Standard nonprofit financial statement formats
- Functional expense allocation reporting
- Program vs administrative cost visibility
- Board-ready financial packages on demand
Multi-Entity & Chapter Consolidation
For organizations with multiple entities, chapters, or affiliates, consolidate financial reporting while maintaining entity-level detail and autonomy.
- Intercompany transaction management
- Entity-level budgeting and variance tracking
- Consolidated reporting across entities
- Centralized controls with local flexibility
AI Solutions Built for Non-Profit Success
Our AI agents connect seamlessly with your workflows, productivity tools, and business applications, from Email and Teams to ERP and CRM, to deliver the operational efficiency powering today’s non-profit leaders.
- Technology Assessment
- Strategic IT Planning
- AI Solution Implementation
- Digital Transformation
- Business Process Re-Engineering
- Value Chain Assessment
- Technology Investment Optimization
- Leadership Support
- Real-time Analytics
- Demand Forecasting
- Customer Insights
- Sales Forecasting
- Supply Chain Optimization
- Personalization
- Automated Reporting
- Retention Analytics