Accounting & Finance

Accounting solutions built for control, confidence, and smarter decisions

Ensure clean, structured accounting data from day one. Automate workflows and guarantee every dollar is routed, recognized, and reported correctly. Close faster, reduce rework, and act on insights you can trust.

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Stronger setup, smarter accounting

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    Automated financial operations

    Optimize workflows and cut repetitive accounting effort, so your team can prioritize what matters most.

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    Audit-ready accounting

    Keep your books compliant and consistent while closing faster with automated reconciliation and reporting.

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    Actionable financial intelligence

    Access real-time data and analytics to monitor performance, recover revenue, and make confident decisions.

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Efficient, error-free workflows 

Automate and simplify your financial operations 

Set your accounting rules once and rely on them across every program—memberships, camps, childcare, aquatics, fitness, and more. Automate core workflows and centralize your financial setup so your team can eliminate repetitive fixes and stay focused on high-value work. 


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  • Flexible Revenue Recognition

    Choose cash or accrual and apply revenue recognition rules aligned to organizational policies, whether revenue is earned monthly, per session, or upfront.

  • Centralized Chart of Accounts

    Manage your chart of accounts with robust permissions, automate ledger account relationship mapping, and ensure error-proof bulk updates that keep multi-center operations consistent.

  • Smart Account Mapping

    Automatically route revenue, deferred revenue, discounts, and AR to the correct accounts for every department—from fitness to childcare programs.

Confidence in every number

Deliver accurate, consistent, and audit-ready accounting operations

Automate the accounting workflows your finance team relies on to keep the books clean and compliant. Close faster, eliminate manual matching, and maintain complete confidence in every number—no matter how many programs or departments you manage.

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  • Automated Journal Entries

    Generate journal entries (cash or accrual) automatically with clean, audit-ready posting logic.

  • Effortless Reconciliation

    See payments, liabilities, deferred revenue, and deposits reconciled for you, no manual effort required.

  • Audit-Ready Reporting

    Produce consistent operational accounting reports and maintain an archive-only audit trail that preserves full financial history for audits and board reviews.

Financial Intelligence

Access real-time financial insights and act with confidence

Transform your accounting data into live visibility that empowers teams to resolve issues earlier, recover revenue faster, and understand program performance as it evolves. Support directors, department heads, and leadership with insights that drive smarter decisions across your entire organization

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  • Real-Time Monitoring

    Monitor real-time receivables, liabilities, payments, and sales to spot unpaid balances, forecast obligations, and identify trends.

  • Dynamic Analytics

    Drill into dynamic analytics that adapt to your filters—whether evaluating childcare receivables, camp enrollment performance, aquatics trends, or membership sales

  • Seamless Integrations

    Integrate seamlessly with your preferred accounting system through open APIs while maintaining one unified source of truth across all departments 

Integrations

We play well with others.

Our flexible Open API connects with leading market solutions, empowering you in areas like communications, fundraising, data analysis, accounting, and security.

API Documentation
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Integrations

We play well with others.

Our flexible Open API connects with leading market solutions, empowering you in areas like communications, fundraising, data analysis, accounting, and security.

API Documentation
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I can run the journal entries report for the month, and boom, there it is, easy to export, then import into my GL. Job's done.”
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— Miguel Pinot CPA, Springfield, TN