Let's Change the World Together

All your financial activity, recorded and organized in one place.

• Contributed income from donations, pledges, and grants
• Earned revenue from sales and invoices
• Expenses like bills, checks, credit card charges, and other payments
• Bank deposits
• Account transfers
• Journal entries

Upload and store documents for audit time.

• Upload receipts, bills, invoices, or other documentation
• Digital documents are stored alongside the transaction record
• No more searching through filing cabinets
• Breeze through your audit

Save time by auto-importing transactions.

• Link your checking, savings, and credit card accounts in MonkeyPod
• MonkeyPod imports transactions automatically, around the clock
• One-click match existing transactions
• Quick-and-easy to import as new
• Simply and streamline reconciliations

No awkward workarounds, real nonprofit accounting.

• Most small business accounting follows for-profit rules
• MonkeyPod was made just for nonprofits
• Track donor-restricted assets
• Differentiate contributed vs. earned income

All the essential reports to keep your board, funders, & accountant happy.

• Standard reports, like:
  • General Ledger
  • Trial Balance
  • Receivables and Payables Aging
• Nonprofit-specific reports, like:
  • Statement of Activities
  • Statement of Financial Position
  • Statement of Functional Expenses

Never again wonder how much is left to spend.

• Record grants for general operating or restricted support
• Restricted grants automatically create donor-restricted net asset account for tracking funds
• Auto-release funds when making approved expenditures
• Or, release grant funds on an approved schedule

Budget by program, time period, or grant, then roll-em-up for serious magic.

• Create budgets for programs, grants, or the whole organization
• Budgets may be time-bound
• Each budget line has optional notes to explain its logic
• Combine multiple related budgets into a single "Budget Rollup"
• Automatically track actual revenue and expenses alongside budgeted projections

Track by location, project, favorite Beatle, or whatever makes sense to you.

• There's an infinite number of ways to track your spending…
• Use tags to categorize expenses however makes the most sense for your organization
• Common uses include locations, chapters, or projects
• Expenses can have zero, one, or any number of tags

Comply w/ nonprofit accounting rules and gather insights while you're at it.

• Nonprofits are required to track spending by functional categories
• MonkeyPod does this by default
• Standard categories ("classes" in MonkeyPod lingo) are Programs and Services, Fundraising, and Management and General
• Create as many subcategories as you need
• Shared Expenses tracks spending that doesn't map to a single category
• Allocate shared expenses according to management estimates for reporting purposes

No more duplicate data entry. Everyone in the same database.

• Create donor and customer records automatically when recording transactions
• Accounting and CRM integration means an end of duplicate record keeping and out-of-sync databases
• Fundraising and finance staff have access to the same information in real-time
• Transaction history helps provide a complete picture of constituent relationships

Keep your important relationships on track.

• Track a donor's progress from cold prospect to die-hard supporter
• Create your own funnels to track what matters to you

Track what matters most to your organization.

• Different organizations care about different data
• Define custom attributes that reflect the information you care about
• Create attribute sets for different constituent roles

So everyone knows what happened and when.

• Log your interactions — phone calls, emails, meetings, etc.
• Keep everyone in the loop about important relationships

Who is connected to whom and how? Let's play 6-degrees of separation.

• Follow the web of connections between constituents
• Visualize your connection path to important prospects

Having an event? Invite people within a given distance.

• Map your supporters addresses
• Search based on distance (in miles) from a specific address

Raise money online and let the bookkeeping handle itself.

• Create unlimited online fundraising campaigns
• Provide options to donate one-time or monthly
• Support for partially-deductible donations
• All donations automatically recorded in your books

Partnering with the world's leading payments platform.

• Use your own Stripe account with MonkeyPod
• Credit card payments transfer automatically to your bank account
• Integration means everything stays in sync, with no duplicate data entry