Fund Accounting for Non-Profits

Connection Card Pro's full financial and bookkeeping suite keeps all of your records in one place. Online donations and event payments are automatically recorded in your ledger. Gifts are linked directly to your people. No more juggling multiple databases. And, it's included with every paid subscription!

Love the breadth of features that has allowed us to reduce costs and improve communication.
Michael, Treasurer, British Columbia, Canada


True Fund Accounting

No hacks or workarounds. Connection Card Pro is designed for non-profits, and offers true fund accounting to maintain proper books and reports for non-profit organizations.

Customized Chart of Accounts

You have full control over your chart of accounts. Customize an unlimited number of asset, liability, income and expense accounts.

Unlimited Tags

Create unlimited tags. Tag transactions with a related purpose, project, department, division, event or fundraiser while maintaining consistency with accounts. Quickly generate tag reports to breakdown expenses by any tag category.

Powerful Financial Reporting

Generate Balance Sheets, Income Statements, Trial Balances, Account Activity, Deposit Reports, donor and retention reports and more. Compare periods or budgets, save report presets, and export supported reports as PDF, CSV or XLSX.

Budgets

Create budgets with ease and share with department heads for them to enter their department's projected income and expenses. Line items are linked to your existing chart of accounts. Generate a combined budget.

Import Transactions from your Bank

Connect your online banking to import transactions directly from your bank account. Recurring transactions are automatically recognized for a quick import.

Reimbursements and Expense Forms

Staff and volunteers can submit reimbursement requests or credit card expense reports quickly and easily. Review submissions, approve or deny them, and move transactions to your books with ease. No more sorting through handwritten requests and manually entering data.

Timesheets and Time tracking

Track an unlimited number of employee and volunteer hours using our optional time tracking features for only $10/mo. Generate reports based on employee, task or project.

Check Print

Use Connection Card Pro to easily print checks for expense you've entered. Print one check or print in batch. Once printed, check numbers will be recorded automatically.

Invoices

Create and send beautiful invoices with easy payment options to allow anyone who owes your organization to pay by credit/debit or ACH.

File Attachments

Attach receipts, invoices, or any document to income and expense records, reimbursement requests and invoices for full audit trails.

Financial Explorer

Dig deeper into your books with Financial Explorer. Explore accounts, funds and custom timeframes to understand activity, investigate unusual numbers and audit the transactions behind your financial reports.

Bank Reconciliation

Reconcile your account registers against bank statements directly inside Connection Card Pro and generate reconciliation reports to keep your books accurate and your month-end process organized.