Many financial professionals in the charity and not-for-profit sectors share the common problem of meeting their organisations’ unique and complex reporting requirements without resorting to analysing the transactions in a spreadsheet.

Xledger’s powerful charity accounting software introduces multi-dimensional reporting and donor management tools, to facilitate in-system fund and donation reporting and analysis. Bring control and insight to every corner of your not-for-profit organisation with our software solution.

Our accounting software helps charities and not-for-profit organisations reduce costs, streamline processes, and free up resources for mission-critical tasks like fundraising.

See our latest case study on how Herefordshire Wildlife Trust have taken financial ownership with Xledger

Are you a charity or not-for-profit struggling with these financial management problems?

Χ Meeting stringent reporting demands from regulators, donors, and the public.

Χ Keeping track of restricted, designated and endowment funds.

Χ Operating with ineffective, outdated processes and technology that limits the impact and efficiency of your team.

Xledger’s accounting software provides your charity and not-for-profit with:

  • Real-time insight with market-leading BI tools
  • Innovative functionalities to manage fund reporting
  • The ability to access and analyse data using role-based dashboards, configurable reporting, and multi-dimensional enquiry screens
  • Robust budgeting tools to create, upload, or devolve multiple budgets
  • The capacity to compare any chosen budget to your organisation’s live financial position
  • Automatically generated VAT returns, including for partial exemption

Integrate with Xledger’s finance management system

Our accounting solution provides powerful native functionalities including core accounting, expenses, purchasing, commitment reporting and donor management, along with flexible integrations for common external applications like Donorflex, Raiser’s Edge, and Salesforce.

Our system’s capabilities allow an automated approach for consolidating and processing, to ensure that the complexity of not-for-profit organisations’ needs are met, and aligned with the skillset of the team. The technical experts at Xledger will help your organisation work more efficiently, saving time. This way, you can get the most value from our charity accounting software.

Process automation for charitable organisations

Xledger has exceptional automation capabilities, from procurement and workflow, to fund accounting and donor management. Not-for-profits will equally benefit from our ever-evolving software solutions. Helping you move away from time consuming activities, for more important tasks focusing on relationship building and growth.

Charity accounting software with fund reporting in mind

Our powerful self-service reporting tools allow users to slice and dice data in a multitude of ways. Keep track of funding sources, account for donated services and ensure the efficient allocation of support costs across charitable activities. With increased control and improved efficiency, refocus your finance team from report generation to business partnering.

Why is it important to get a complete view of your charity’s financial well-being?

Financial reports for not-for-profit organisations will help you protect your charity’s funds by ensuring that there’s clarity on what the money is used for whilst ensuring that it is also accounted for. Choosing an ISO-certified finance software provider like Xledger helps reduce the risks of cybercrime and theft.

With the help of our solution, you’ll gain clarity on current funds available and cash flow, from which plans on further fundraising campaigns and spending can be carefully calculated.

Xledger is the best accounting software for charities and not-for-profit organisations to expand services without increasing overheads. We provide control and insight to tax-exempt organisations of all sizes and levels of complexity, from regional hospitals to global aid networks with our accounting software solutions.

Through our advanced, multi-tenanted true cloud accounting software for charities, Xledger empowers 10,000+ organisations in 60+ countries with automation, insight, and scalability.

Get in touch with our team to learn more about our accounting software for charities

Ovi Stici 

ovi.stici@xledger.co.uk

+44 (0)7486 946 029

LinkedIn

 

Frequently asked questions about our accounting charity software solution 

Do charities need to adjust to MTD?

Charities need to find software that aids in the processing of VAT, Xledger has inbuilt functionality which is fully MTD for VAT compliant with inbuilt options for partial exemption calculations and a direct link to HMRC removing the need for a bridging software. 

Can a non-accountant use Xledger’s accounting software? 

Xledger is designed for accountants and non-accountants alike. With a user-friendly interface, it allows easy navigation of the system and various roles to allow for different categories, so users can see different views or remove screens that are not needed. Also, with Xledger mobile app, many tasks can be actioned on the go without the need of logging onto a computer e.g., expense claims. Additionally, for approvals notifications can be sent directing users into the system.

How easy is it to integrate Xledger’s accounting software with other solutions? 

Xledger has an open API which means other apps can easily integrate with our system. We partner with Zapier. This lets you create custom integrations between Xledger and many applications without coding. You can do this in just minutes.

Can I do fund reporting in Xledger? 

Yes, Xledger has an inbuilt report writer that can be utilised to create fund reports such as SoRP.