FP&A Software for Nonprofits
Every nonprofit finance lead answers to two audiences: a board and its funders. However, the tools they use were built for corporate P&L. Reportly tracks program spend, restricted funds, and months of reserve from live accounting data. Consequently, the board pack and the grant report come from the same numbers.
Illustrative preview — not customer data
What breaks in nonprofit finance
The same three failures show up in almost every nonprofit team we talk to.
One person is the finance team
Assembly work crowds out the analysis funders actually asked for.
Restricted funds live in a side spreadsheet
Fund categories drift from the general ledger between reporting cycles.
Board packs take a week
Every quarter, the same numbers get rebuilt by hand.
The numbers the owner asks about
Reportly builds the ledger figures from your accounting system; non-ledger figures come in by upload or manual entry and sit next to them in the pack.
Fund and program dashboard
Illustrative dataBuilt for fund and program accounting reality
- 01
Program budgets
Budget by program, grant, or fund, then roll up to the organization view in budgeting and forecasting.
- 02
Restricted vs unrestricted
Track fund categories using your QuickBooks classes.
- 03
Grant reporting
Show funders exactly how their money moved, with clean reports.
- 04
Board packs
Monthly management reporting your trustees can actually read.
- 05
Free starting points
Grab a budget template from our templates library.
What a month looks like with Reportly
Close the books, and the reporting takes care of itself.
Actuals land
Program, grant, and fund categories sync from your classes.
Fund position
Restricted and unrestricted balances update without a side spreadsheet.
Grant reporting
Funder reports draw from the same numbers as the board pack.
Board pack ships
Trustees get a report they can read, on time, every month.
The vocabulary, defined
Plain-English definitions of the terms this page uses. More in our glossary.
Restricted funds
Money a funder has designated for a specific program or purpose.
Unrestricted funds
Money the organization can spend at its own discretion.
Program spend ratio
The share of total expense that goes directly to program work.
Months of reserve
How many months of operating expense your unrestricted reserves cover.
Nonprofit FAQ
Built for how nonprofit really works
Every plan starts with a 14-day trial.