What you get with every account

Reports

Numbers your board reads and your accountant trusts — every gift, every donor, every dollar, exportable and year-filtered.

Donations

Every transaction, filterable by date or fundraiser, one-click CSV export. The report your bookkeeper opens first thing on the first of the month.

Year-end Summary

Per-donor totals for the tax year (UTC), with a minimum-amount filter pre-built for IRS Form 990 Schedule B prep. Drops straight into your accounting workflow.

Donations by Fundraiser

Raised, donation count, unique donors, and average gift per campaign. The slide your board asks for at every quarterly meeting.

Donor List

Every donor with at least one counted gift, ordered by most recent activity. The starting point for stewardship pipelines and major-gift outreach.

Stripe Payouts

When money landed in your bank, with deep-links into the Stripe Dashboard for full reconciliation. Your finance team's source of truth.

Donations by Day

Last-7-days trend with daily totals. For tracking campaign launches and end-of-year giving spikes in real time.

Active Fundraisers

Live list with raised-vs-goal stats per campaign. The dashboard your team opens between board meetings.

Expected Recurring Contributions

Forecast of next month's monthly gifts — gross and net of expected processing fees. Cash-flow planning for organizations that can't afford surprises.

Every report exports to CSV. Every CSV opens in the tool your finance team already uses.