You do the hard part. MonkeyPod's got your back.
Accounting & Bookkeeping
CRM & Donor Management
Online Fundraising
Track Income & Expenses
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
Document Transactions
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
Connect to Online Banking
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
Nonprofit Chart of Accounts
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
Nonprofit Financial Reports
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
Grant Tracking & Reporting
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
Budgeting
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
Tag Revenue & Expenses
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
Track Spending by Class
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
Donor & Customer Records
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
Email Marketing
Full-featured, fully-integrated email marketing at no additional cost.
- Unlimited lists and subscribers
- One-click import from your CRM records
Moves Management / Funnels
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
Custom Attribute Sets
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
Interactions Log
So everyone knows what happened and when.
- Log your interactions — phone calls, emails, meetings, etc.
- Keep everyone in the loop about important relationships
Track Relationship Connections
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
Location-Based Search
Having an event? Invite people within a given distance.
- Map your supporters addresses
- Search based on distance (in miles) from a specific address
Fundraising Campaigns
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
Stripe Integration
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
Integrations
MonkeyPod wants to be the central hub for your organization. That's why it connects to the external services you already depend on. Here are a few of the integrations currently available (but we're constantly working to add more).
