Stewardship, compliance and transparency in one place
Charities and not-for-profits juggle restricted funds, funder reporting and board oversight, often with a team of volunteers who change over time. COUNT keeps everything in the cloud in one place, so when your treasurer changes, the books, documents and history stay with your organisation. COUNT helps you track money by purpose, close each month without the scramble, and show donors, funders and Charities Services where the money went.
More clarity for your funders. More time for your mission.
COUNT helps charities turn everyday accounting into a clear picture of how money supports their purpose, without making a small team carry a large administrative burden.
Track every grant and donation by purpose
Use projects and tags to see funds across programmes, funders and restrictions without an unwieldy chart of accounts.
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A charity’s finances need to answer more than how much came in and went out. COUNT combines the chart of accounts with projects and tags so a donation, grant or expense can be analysed by purpose, programme or funding source alongside its accounting classification.
That creates a dynamic reporting structure without creating a new account code for every reporting question. Your team can explore restricted and unrestricted funding, examine spending against a grant and understand the financial position of a programme from the same underlying transactions.
Show funders what their support made possible
Build detailed, consistent financial reports from the records you already maintain.
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Grant reporting becomes harder when each funder needs a different spreadsheet. COUNT’s projects, tags and report packs let you organise the financial view around the programme or funding relationship, while retaining a single accounting foundation.
You can trace a reported amount back to the relevant transaction and evidence. The financial story becomes easier to explain to donors and grantors, with less repeated assembly and a clearer connection between funding received and spending by purpose.
Be ready for review without the scramble
Keep documents, approvals and an auditable trail connected to the books.
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Charities need to demonstrate stewardship as well as balance the accounts. COUNT keeps receipts and supporting documents alongside financial records, with permissions, approvals and an audit trail that help your team maintain a clear record of what happened.
Your accountant can work from that same information when preparing reports or supporting an audit. Instead of reconstructing the year from folders and inboxes, the evidence stays connected to the work as it happens. Chat and collaboration extend right down to transaction level, so questions about individual entries are resolved together rather than in email.
Make good financial habits easier for everyone
Give staff and volunteers a straightforward way to contribute without full financial access.
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A charity may rely on people who only touch the books occasionally. COUNT brings expense capture, documents and approvals into a shared workflow so the finance team is not left chasing every receipt and explanation.
Role-based access helps people do their part while keeping sensitive work with those responsible for it. The result is a more dependable flow of information without requiring every volunteer or programme lead to become an accountant.
Give the board a clearer basis for decisions
Connect overall finances with the programmes and commitments the board oversees.
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A board needs to understand both the charity’s overall position and the purpose attached to its funds. COUNT’s reporting dimensions help distinguish the financial picture of individual programmes, grants and activities within the wider accounts.
Working with your accountant from the same records makes it easier to explain changes, investigate costs and consider the next commitment. Financial oversight can support the mission rather than arrive as a disconnected report after decisions have been made.
Keep administration from taking over the mission
Bring routine accounting and professional support together in one system.
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Bank feeds, document capture and AI-supported coding help reduce repetitive work. Invoicing, bills, expenses and reporting use the same accounting foundation, so your small team is not maintaining several versions of the financial picture.
Your accountant or bookkeeper can support you in that same workspace. You retain the human judgement that stewardship requires while spending less time moving information between tools. In addition to tasks, questionnaires, documents and the portal, chat and collaboration reach down to individual transactions, keeping your whole support team working from the same records.
“It's just so easy to use. The look and feel is amazing, and you don't have to be an expert to use it. It's easy to adjust things to work for what YOU want to do.”
General Manager, The Dog Rescue Project
The Dog Rescue Project
A stronger advisory relationship from shared data.
Not-for-profit accountants can close by fund, produce restricted-fund reports and support audits with transaction-level evidence and document trails.
See COUNT for charities and not-for-profits
Start free, or talk to us about a portfolio migration if you are moving a group of clients.