The portal

Your side of the books, in plain language

The portal is the one place you and your leadership go for anything financial. It isn’t accounting software with the hard parts hidden — it’s a separate, read-mostly surface we built for executive directors, treasurers, and board members. There is nothing in it to configure, nothing you can break, and nothing to learn beyond reading a page.

Everything below is in the portal today. Each area reads from the same ledger your bookkeeper works in, so the numbers you see are the numbers we see.

  • At a glance

    The finance dashboard

    Cash across your linked bank accounts, this fiscal year's income and spending, and a six-month trend of revenue against expenses — computed live from the ledger, not pasted into a slide.

    It answers the question you actually walk in with — “are we okay?” — before a board member asks it. Open questions and the latest published reports sit right below, so the dashboard is also your to-do list.

    This fiscal year
    As of today
    Cash across 3 accounts$212,540
    Revenue, FY to date$599,300
    Expenses, FY to date$389,410
    Open questions for you2

  • The one thing we need from you

    Questions, answered in a sentence

    When your bookkeeper needs your judgment, the question arrives here with the transaction or receipt attached. You reply inline; attachments (a photo of a receipt, a grant letter) go straight onto the entry as support.

    Some questions are proposals: we suggest the categorization and you just approve it. If you don't respond by the due date, the proposal applies automatically — so your books never stall waiting on a busy week.

    Questions
    2 open
    Westbrook deposit — restricted?Open
    Approve: office lease → OccupancyApprove
    Catering receipt — which program?Answered

  • Out-of-pocket spending

    Report an expense from your phone

    Someone pays cash for supplies, or covers a purchase on a personal card. In the portal they report it in a minute: merchant, amount, a photo of the receipt — and whether they want to be reimbursed or are donating the expense.

    That report lands in your bookkeeper's inbox as a real draft entry, categorized on review. Reimbursements owed show up as a liability on the books the day they're reported, not when someone remembers the envelope of receipts.

    Report spending
    2 min
    MerchantField & Feed Supply
    Amount$86.40
    Receipt photoAttached
    TreatmentReimburse me

  • For the board

    Published reports, forever

    Every monthly package we release is here, organized by period: statement of activities, balance sheet, budget vs. actual, fund balances. Each is a snapshot of a locked, reconciled period — it cannot change after publication.

    Board members read them from their own logins, or you download and forward. Either way, everyone is quoting the same closed numbers at the meeting.

    Report packages
    12 published
    June 2026 — 5 reportsJul 6
    May 2026 — 5 reportsJun 5
    April 2026 — 5 reportsMay 7

  • Reference & control

    Vendors, donors, accounts — and who's in

    Read-only lists of your vendors, donors, and chart of accounts, so “what do we call this?” never needs an email. Your bank connections are visible too — which accounts are linked and when they last synced.

    And you manage your own people: invite a new treasurer, revoke a pending invite, deactivate a departed staff member. Access changes take effect immediately and are recorded in the audit log.

    People with access
    5 active
    J. Alvarez — Executive directorActive
    M. Chen — TreasurerActive
    Board reader invitePending

Who gets a login

Portal logins are individual, unlimited, and free. Nobody shares a password, every action is attributed to a person in the audit log, and you can deactivate anyone the day they leave.

  • Executive director

    The dashboard for the weekly “are we okay?”, questions as they arrive, and the monthly package before it goes to the board.

  • Board treasurer

    Published reports and fund balances — the same locked numbers, without waiting for a forwarded PDF.

  • Office manager

    Reports out-of-pocket spending, forwards receipts, and answers the practical “what was this purchase?” questions.

  • Program directors

    Their program's budget vs. actual in the published package — and expense reporting when they spend in the field.

See the portal live

On your intro call we'll walk you through a working portal with sample data — dashboard, questions, and a published report package.

Book a call