Save Time with Real-Time Data Access and Automated Reporting
Manual Processes Leave Little Time for Planning and Analysis
Fund accounting and grants require different types of reporting, which means the amount of time spent on manual processes—such as tracking grant stages—leaves almost no time to focus on planning for your organization’s long-term sustainability or identifying new funding sources.
Existing Tools Are Not Optimized for Non-Profit Reporting
Combining GL and non-GL data in your monthly financial statements is a must, but native ERP reporting tools lack the flexibility needed to accomplish this in an efficient manner. Without real-time access to income and expenditure data across multiple data sources, your only choice is to use an inefficient, manual, multi-step process often including re-keying data from your ERP.
Compliance Standards Require Transparency and Consistent, Accurate Reporting
Your organization is subject to strict compliance standards in order to maintain your non-profit standing and comply with grant reporting guidelines. Non-profits must consistently track and transparently report on a large amount of data points. From charitable solicitation registrations and renewals to federal filing requirements, data accuracy is key and often suffers due to lack of suitable reporting tools.
Automate Reporting and Stay Ahead of the Curve
Empower your finance team to build refreshable, automated reports across any ERP module to provide them with the insights they need when they need them. Without manual data pulls or reliance on IT, you can devote time previously spent on manual processes to analyzing important trends like donor retention rate and revenue by channel.
Create Standardized Reporting and Simplify Day-to-Day Tracking
Whether you are using Oracle EBS, Microsoft Dynamics, SAP, JD Edwards, or another ERP, you can streamline report creation with a solution that pulls directly from multiple data sources. With ERPsmarts that understand your data and a direct, real-time connection to your ERP data, you can drill into income sources, expenses, assets, and liabilities to find and quickly fix reconciliation or data integrity issues and get fast answers to critical questions.
Maintain Compliance While Increasing Flexibility
Stay agile by using reporting software that allows for easy configuration so you can create reports that help you meet regulatory guidelines and maintain appropriate transparency. Accelerate planning processes with automated distribution of budget forms to stakeholders for easy completion, consolidation, and approval. Reporting directly over your ERP system provides a single source of truth for internal and external financial reporting.
Expand Donor Pools and Help Decision Makers Visualize Key Metrics
Create dashboards to track critical trends like donor growth year-over-year, pledge fulfillment percentage, and fundraising ROI. Easily pull in data from other business systems or databases. Provide decision makers and potential donors with the key data they need in a visual format they can easily digest.
Simplify and Speed Up Financial Report Creation
Whether you’re a spreadsheet expert or new to the business report world, download our Top 10 Best Practices for Non-profit Reporting in Excel guide to help streamline your report creation process.
Learn How to:
- Make reports more interactive
- Increase report usability
- Tailor reports for your audience
- Prevent unwanted spreadsheet errors
Work with the #1 Nonprofit Reporting, Analytics & Dashboard Software Vendor
“With Spreadsheet Server, financial statements can be easily handled by just one person. We also receive fewer queries from other departments, who can now easily look up real-time information themselves.”
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