Casebook PBC, a supplier of human companies software program, is unveiling its Funding Sources Device to streamline essential case administration knowledge for simpler funding reporting and transparency. This new characteristic effortlessly integrates with widespread accounting platforms like QuickBooks and Xero, making certain that nonprofits can simply monitor spending, stay compliant, and generate important reviews wanted to safe ongoing funding.
“Securing the grants essential to function is difficult for nonprofits in any atmosphere, however is especially tough when instances are robust, and sources are restricted,” stated Tristan Louis, president and CEO of Casebook. “Clients have more and more requested us to assist them by integrating the power to trace and report funding allocations in Casebook, one thing many organizations at the moment nonetheless do in Excel and on paper, making it tough to connect {dollars} spent to applicable funding sources. This new characteristic permits customers to seamlessly tie companies to funding, preserve notes, and categorize spending to precisely observe funding, together with any specialised spending or reporting necessities.”
In 2023, charitable donations from Individuals reached a formidable $557 billion. But, with inflation consuming into that generosity, nonprofits should be extra diligent than ever in funds administration. Casebook’s Funding Sources Device offers nonprofits a transparent, correct view of how each greenback is spent, making certain that funds are used to their fullest potential to profit the communities they serve.
Options of Casebook’s Funding Sources Device embody:
- Straightforward Integration: Nonprofits can now simply enter key particulars—like fund names, quantities, and relevant companies—and immediately tie these to consumer companies and case administration.
- Fast Fixes: If a service will get assigned to the incorrect fund, Casebook flags it, so employees can rapidly right it, retaining every thing correct.
- Sensible Budgeting: The device mechanically calculates whole spending per fund and exhibits the remaining stability, serving to employees handle budgets extra successfully.
- Much less Paperwork, Extra Affect: With a user-friendly interface, employees can rapidly entry monetary knowledge and generate reviews, liberating up extra time to concentrate on what actually issues—serving to individuals.
- Constructing Belief: By clearly exhibiting how funds are making a distinction, nonprofits can strengthen their relationships with funders, encouraging continued assist.
“We’re trying ahead to utilizing Casebook’s new device, which is able to permit us to hyperlink companies to a funding supply, enhancing our means to trace our spending and preserve compliance,” stated Rachel Mohr-Richards, Government Director of Los Alamos JJAB. “It’s one other device to assist information us with funds, which is able to in the end result in higher outcomes for our shoppers.”
The previous press launch was offered by an organization unaffiliated with NonProfit PRO. The views expressed inside don’t instantly replicate the ideas or opinions of the employees of NonProfit PRO.
