Finding the Right Fit: Insights into the Best Small Business Accounting Software for Nonprofits and Charities When it comes to choosing accounting software for nonprofits and charities, research suggests that features like budgeting tools and donor management capabilities are often more critical than flashy interfaces. Customer reviews indicate that organizations using QuickBooks for Nonprofits appreciate its robust reporting features, which many users find essential for transparency and grant applications. On the flip side, some users express frustration with the steep learning curve associated with more complex platforms like Sage Intacct, which might be overkill for smaller organizations. Market research shows that affordability is a key concern, particularly for smaller nonprofits operating on tight budgets. Many consumers report that solutions like FreshBooks and Wave offer solid functionality without breaking the bank, making them appealing choices for organizations with limited resources. In fact, FreshBooks has been noted in expert comparisons for its intuitive interface, which many reviewers claim makes invoicing a breeze.Finding the Right Fit: Insights into the Best Small Business Accounting Software for Nonprofits and Charities When it comes to choosing accounting software for nonprofits and charities, research suggests that features like budgeting tools and donor management capabilities are often more critical than flashy interfaces.Finding the Right Fit: Insights into the Best Small Business Accounting Software for Nonprofits and Charities When it comes to choosing accounting software for nonprofits and charities, research suggests that features like budgeting tools and donor management capabilities are often more critical than flashy interfaces. Customer reviews indicate that organizations using QuickBooks for Nonprofits appreciate its robust reporting features, which many users find essential for transparency and grant applications. On the flip side, some users express frustration with the steep learning curve associated with more complex platforms like Sage Intacct, which might be overkill for smaller organizations. Market research shows that affordability is a key concern, particularly for smaller nonprofits operating on tight budgets. Many consumers report that solutions like FreshBooks and Wave offer solid functionality without breaking the bank, making them appealing choices for organizations with limited resources. In fact, FreshBooks has been noted in expert comparisons for its intuitive interface, which many reviewers claim makes invoicing a breeze. Interestingly, industry reports indicate that nearly 60% of nonprofits prioritize cloud-based solutions for their flexibility and remote access capabilities—especially useful during peak fundraising seasons. It’s almost like asking if you want to work from a desk or from your couch in pajamas—no contest, right? As you weigh your options, consider your specific needs: Are you managing multiple donor relationships or just looking to track expenses? Each software has its strengths, and understanding what truly matters can make all the difference in your organization’s financial health.
Pandle's Charity & Non-Profit Accounting Software provides an easy-to-use platform for managing your organization's finances. It has been developed specifically for the non-profit sector, allowing you to track incoming donations, outgoing payments, and manage grant funding with detailed project oversight.
Pandle's Charity & Non-Profit Accounting Software provides an easy-to-use platform for managing your organization's finances. It has been developed specifically for the non-profit sector, allowing you to track incoming donations, outgoing payments, and manage grant funding with detailed project oversight.
SCALABLE SOFTWARE
Best for teams that are
Small charities or sole traders needing a free or very low-cost solution.
Users wanting simple bookkeeping with basic project tracking for funds.
Skip if
Large organizations with complex payroll or HR requirements.
Nonprofits needing advanced, built-in donor management or CRM.
Expert Take
Our analysis shows Pandle uniquely bridges the gap between spreadsheet chaos and expensive enterprise software for small charities. Research indicates the "Projects" feature effectively handles restricted fund accounting—a critical non-profit requirement—while the "Charity" business type automates trustee compliance. We are particularly impressed by the documented access to "real bookkeepers" via live chat, providing expert guidance often unavailable in free software tiers.
Pros
Free plan includes unlimited users
Live chat with real bookkeepers
Projects feature tracks restricted funds
Extremely affordable Pro plan (£5/mo)
HMRC recognised for VAT MTD
Cons
No built-in payroll software
Mobile app has limited functionality
Reporting limited for large entities
Manual bank feeds on free plan
Cannot delete transactions on mobile
This score is backed by structured Google research and verified sources.
Overall Score
9.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of accounting features, specifically looking for bank feeds, reconciliation, and reporting tools suitable for non-profits.
What We Found
Pandle offers core bookkeeping with automated bank feeds, receipt uploads, VAT MTD compliance, and unlimited transaction handling, though it relies on manual journals for payroll.
Score Rationale
The score reflects a robust feature set for small entities that rivals expensive competitors, slightly limited by the lack of native payroll and complex inventory depth.
Supporting Evidence
The software supports Making Tax Digital (MTD) for VAT returns directly to HMRC. Pandle is Making Tax Digital (MTD) compliant in the UK. Items can be added, and VAT returns can be prepared, reviewed, and submitted within the platform directly to HMRC.
— accountingbyte.com
Pandle automates time-consuming tasks like importing and confirming bank transactions and sending payment reminders. Pandle automates your most time-consuming bookkeeping tasks, such as importing and confirming bank transactions, or sending payment reminders and recurring invoices.
— theaccountancy.co.uk
Robust reporting capabilities are outlined in the product documentation, supporting detailed financial analysis.
— pandle.com
Project-based accounting features are documented in Pandle's official product description, enhancing financial oversight for non-profits.
— pandle.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user trust through third-party reviews, user base size, and industry recognition.
What We Found
The platform boasts over 100,000 users and maintains a high Trustpilot rating (approx. 4.6-4.8/5), positioning it as a highly trusted solution in the UK market.
Score Rationale
A score of 9.2 is justified by the large, verified user base and consistently high independent review scores, establishing it as a reliable market player.
Supporting Evidence
Trustpilot reviews show a high rating of 4.8 out of 5. 4.8 ... Reviewers overwhelmingly had a great experience with this company.
— trustpilot.com
Pandle has a user base of over 100,000 business owners. Join over 100,000 business owners benefitting from using Pandle to manage their finances.
— pandle.com
Pandle's focus on non-profits is highlighted by its tailored features, but lacks third-party awards or recognitions.
— pandle.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We look for interface simplicity, ease of setup, and user feedback regarding the learning curve.
What We Found
Users consistently describe the interface as 'refreshingly simple' and 'intuitive,' designed specifically to be accessible for non-accountants and volunteers.
Score Rationale
While the desktop experience is rated excellent for usability, the score is capped at 8.8 due to documented frustrations with the mobile app's limited functionality.
Supporting Evidence
The interface is designed to be clutter-free and simple for tech-phobic users. Pandle is extremely easy to use accounting software... due to a combination of an intuitive menu navigation, and a pleasing interface which is free from clutter.
— accountingreviews.co.uk
Reviewers find the system intuitive and easy to navigate, even for those daunted by accounting. Very intuitive system... I am sole trader and was daunted by VAT... it has been a remarkably straightforward process.
— uk.trustpilot.com
The intuitive interface is emphasized in the product description, making it accessible for users without a finance background.
— pandle.com
9.8
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, looking for hidden costs and the value provided relative to competitors.
What We Found
Pandle offers a 'free forever' plan with unlimited users and a Pro plan at just £5/month, significantly undercutting major competitors like Xero and QuickBooks.
Score Rationale
This category achieves a near-perfect score because the value proposition—unlimited users for free or £5/month—is exceptionally high for the non-profit sector.
Supporting Evidence
Unlike competitors, Pandle does not charge extra for additional users. Pandle doesn't restrict accounts, either by number of transactions or by number of users – and this is actually pretty rare.
— accountingreviews.co.uk
The Pro plan costs £5 per month plus VAT, while the standard plan is free. Pandle. Free. Pandle Pro. £5 / Month (+VAT).
— pandle.com
Affordable pricing with a free plan and low-cost paid options is clearly outlined on the official website.
— pandle.com
9.0
Category 5: Fund Accounting & Project Management
What We Looked For
We examine features specific to non-profits, such as tracking restricted funds, grants, and trustee reporting.
What We Found
The 'Projects' feature allows charities to ring-fence funding sources (grants/donations) to track spending against specific causes, ensuring accurate fund accounting.
Score Rationale
The ability to handle restricted funds via Projects and automatically categorize trustee accounts warrants a high score, tailored perfectly to small charity needs.
Supporting Evidence
Selecting 'Charity' as the business type automatically creates categories for trustee bank accounts. When you enter the name and details of your trustees, Pandle will automatically create categories for the trustees' bank accounts.
— pandle.com
The Projects feature allows charities to create separate projects for specific funding sources to track income and surplus. If your charity receives funding for a particular cause... you can create a separate project for it in Pandle. This ensures clarity about how much was received, what it was spent on, and if there's any surplus.
— yorkshireaccountancy.co.uk
Limited integrations are noted, which may restrict connectivity with other tools.
— pandle.com
9.5
Category 6: Support & Technical Assistance
What We Looked For
We evaluate the quality and availability of customer support, specifically looking for access to human experts.
What We Found
Pandle provides live chat support staffed by trained bookkeepers (not just support agents) with a typical response time of under 10 minutes.
Score Rationale
Access to qualified bookkeepers for support, even on low-cost plans, is a standout feature that far exceeds industry standards for this price bracket.
Supporting Evidence
Users report quick response times and helpful resolutions from named support staff. Shawn was really quick to respond and helped me solve my issue... Thank you Ben Salisbury for your support.
— uk.trustpilot.com
Support is provided via live chat by trained bookkeepers who know the software and accounting. Pandle's customer support is probably the best on the market with in-app live chat support provided by actual bookkeepers.
— accountingreviews.co.uk
Support resources are available but not extensively detailed, indicating basic assistance.
— pandle.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Reporting capabilities are limited for larger organizations, with no support for complex custom reports beyond standard P&L and Balance Sheets.
Impact: This issue had a noticeable impact on the score.
The mobile app has significantly lower ratings than the desktop version (1.7/5 on iOS) due to missing features like the ability to delete transactions or access settings.
Impact: This issue caused a significant reduction in the score.
Aplos is a true fund accounting software, tailor-made for nonprofits and churches. It lets these organizations track funds and grants, create donor-ready reports, and stay compliant. It directly addresses the complex financial needs of the nonprofit sector by providing an easy-to-use platform for fund management and reporting.
Aplos is a true fund accounting software, tailor-made for nonprofits and churches. It lets these organizations track funds and grants, create donor-ready reports, and stay compliant. It directly addresses the complex financial needs of the nonprofit sector by providing an easy-to-use platform for fund management and reporting.
FUND TRACKING PRO
COMPLIANCE READY
Best for teams that are
Small to mid-sized churches and nonprofits needing true fund accounting.
Organizations wanting built-in donor management and online giving tools.
Skip if
Large enterprises requiring complex ERP or advanced inventory features.
Very small groups with zero budget (starts around $79/mo).
Expert Take
Our analysis shows that Aplos successfully bridges the gap between complex regulatory requirements and volunteer usability. Research indicates it is one of the few platforms offering 'true fund accounting'—automatically tracking restricted assets without requiring manual spreadsheets—while remaining accessible to non-accountants. Based on documented features, the inclusion of donor management and Form 990 tagging creates a unified ecosystem that simplifies nonprofit operations significantly.
Pros
True fund accounting made simple
Free US-based customer support
Integrated donor management & CRM
Automated Form 990 reporting tags
Cloud-based with bank integration
Cons
No native payroll (Gusto required)
Price scales with contact count
Cannot delete accounts with history
Mobile app has limited features
Advanced budgeting requires upgrade
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate whether the software delivers specialized nonprofit accounting features like fund tracking, donation management, and compliance reporting without requiring complex workarounds.
What We Found
Aplos provides "true fund accounting" natively, allowing users to track restricted funds, grants, and projects without spreadsheets. It integrates a donor CRM, online giving, and automated Form 990 tagging directly into the ledger. However, it lacks native payroll, relying on a Gusto integration.
Score Rationale
The product scores highly for its comprehensive, niche-specific feature set that replaces multiple disparate tools, though the lack of native payroll prevents a perfect score.
Supporting Evidence
Advanced accounting features like fixed asset tracking and budgeting by fund are available in higher tiers. Advanced Accounting features include... Budgeting by fund or tag... Fixed asset tracking... Income & expense allocations.
— aplos.com
The software includes a dedicated 990 Tag feature to map expenses to required categories for annual tax filing. Aplos includes a dedicated 990 Tag feature that helps you map expenses to the required categories... simplifying the preparation of your annual Form 990.
— help.aplos.com
Aplos offers true fund accounting to track funds, grants, and special programs to comply with financial reporting requirements. True Fund Accounting. Easily track funds, such as grants and special programs, to comply with the financial reporting requirements associated with restricted gifts.
— softwareconnect.com
9.1
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for evidence of widespread adoption, industry recognition, and leadership stability within the nonprofit technology sector.
What We Found
Aplos serves over 40,000 organizations and was founded by a CPA specifically to address nonprofit needs. It holds high ratings on major review platforms like G2 and Capterra, consistently ranking as a market leader for nonprofit accounting.
Score Rationale
With a massive user base and strong founder-market fit (CPA-led), the platform demonstrates exceptional credibility and trust within its target niche.
Supporting Evidence
Aplos was founded by a CPA to specifically address the lack of true fund accounting in existing software. Tim Goetz, an experienced CPA... realized the accounting systems available at the time were not tailored to how nonprofits operate
— vintti.com
Over 40,000 nonprofits and churches use Aplos software. Over 40000 high-impact nonprofits and churches choose the Aplos Software
— youtube.com
Recognized by TechSoup as a trusted software provider for nonprofits, enhancing its credibility in the sector.
— techsoup.org
9.0
Category 3: Usability & Customer Experience
What We Looked For
We assess how accessible the software is for volunteer treasurers and non-accountants, focusing on interface design and ease of navigation.
What We Found
Reviewers consistently praise the platform for being "incredibly user-friendly" and suitable for users without formal accounting training. The interface simplifies complex fund accounting concepts, though the mobile app is noted to have limited functionality compared to the desktop version.
Score Rationale
The score reflects the platform's success in making complex accounting accessible to volunteers, a critical requirement for this market, despite minor mobile limitations.
Supporting Evidence
The mobile app allows for basic tasks but has limited features compared to the full web version. Aplos has a mobile app for iOS and Android, but its limited features may necessitate using the desktop version for full functionality.
— softwarefinder.com
Users find the software intuitive and easy to navigate, even without accounting experience. Aplos is incredibly user-friendly, especially for those without accounting experience. Its intuitive interface lets your team navigate tasks easily
— thecfoclub.com
8.3
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure for affordability and transparency, checking for hidden costs or scaling penalties.
What We Found
While the starting price ($79/mo) is higher than generic tools, it includes support and multiple modules. However, costs scale with success: additional contacts incur fees ($20/mo per 1,000), and extra users cost $20/mo, which can significantly increase the bill for growing organizations.
Score Rationale
The score is impacted by the scaling costs for contacts and users, which can make the software expensive for mid-sized nonprofits compared to flat-rate competitors.
Supporting Evidence
Adding additional users beyond the included two costs $20 per user per month. you have the option to add more users for $20 per month per user.
— help.aplos.com
Subscription costs increase by $20/month for every additional 1,000 contacts beyond the included 500. The platform price increases $20 per month for each additional 1,000 contacts.
— help.aplos.com
Pricing starts at $79/month for the Lite plan and $129/month for Core. Lite $79/month... Core $129/month
— aplos.com
Subscription pricing starts at $59/month, with a free trial available, providing transparency in cost structure.
— aplos.com
9.3
Category 5: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability and quality of customer support, training materials, and educational resources provided to users.
What We Found
Aplos includes free US-based support with all plans, a rarity in the SaaS space. They offer extensive training through 'Aplos Academy,' webinars, and articles, ensuring volunteer staff can effectively learn and use the system.
Score Rationale
The inclusion of free, accessible support and comprehensive educational resources is a standout feature that significantly enhances the value proposition.
Supporting Evidence
Users have access to Aplos Academy for training courses and webinars. Aplos Academy... Training Courses... Videos & Webinars
— aplos.com
All plans include free email and phone support. Included in every Aplos package... Free Email & Phone Support
— aplos.com
9.2
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine the product's adherence to industry security standards and its ability to help nonprofits maintain regulatory compliance.
What We Found
Aplos utilizes AWS encryption (AES-256) and maintains SOC 2 and PCI DSS compliance. It specifically aids regulatory compliance by automating fund tracking and providing tag-based reporting for IRS Form 990, ensuring nonprofits meet legal obligations.
Score Rationale
The combination of enterprise-grade infrastructure security and built-in tools for IRS compliance justifies a high score in this critical category.
Supporting Evidence
The platform is fully PCI compliant for secure donation processing. Aplos is fully PCI compliant, and equips you to securely collect donations and other payments
— aplos.com
Data is protected with AES 256 encryption and stored in SOC2 and PCI-DSS Level 1 certified AWS data centers. Your data is protected with AES 256 encryption and stored using Amazon Web Services (AWS)... Certifications for AWS data centers include SOC2, PCI-DSS Level 1
— aplos.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
No native payroll: The software does not have a built-in payroll engine and requires a separate paid subscription to Gusto for payroll processing.
Impact: This issue caused a significant reduction in the score.
Rigid Chart of Accounts: Users cannot delete accounts or funds that have any transaction history; they can only be disabled, which may lead to cluttered data over time.
Impact: This issue had a noticeable impact on the score.
Hidden scaling costs: The base plan includes only 500 contacts. Costs increase by $20/month for every additional 1,000 contacts, which can rapidly inflate the price for organizations with large donor lists.
Impact: This issue caused a significant reduction in the score.
MoneyMinder is an intuitive accounting software solution designed specifically for nonprofits, charities, and volunteer-run organizations. Its streamlined features address industry-specific financial needs, such as budgeting, bookkeeping, and reporting, making it an ideal choice for PTOs, PTAs, HOAs, Teams, Boosters, and Clubs.
MoneyMinder is an intuitive accounting software solution designed specifically for nonprofits, charities, and volunteer-run organizations. Its streamlined features address industry-specific financial needs, such as budgeting, bookkeeping, and reporting, making it an ideal choice for PTOs, PTAs, HOAs, Teams, Boosters, and Clubs.
AFFORDABLE PRICING
SECURE DATA PROTECTION
Best for teams that are
Volunteer-run groups like PTAs, HOAs, and booster clubs.
Non-accountants needing simple, transparent budgeting and reporting.
Skip if
Large nonprofits with complex payroll or advanced grant management needs.
Organizations requiring a full-featured ERP system.
Expert Take
Our analysis shows MoneyMinder effectively solves the specific pain points of volunteer-run organizations by removing accounting jargon and simplifying fund accounting. Research indicates the integrated compliance tools, specifically for IRS Forms 990-N and 990-EZ, provide significant value by streamlining tax obligations directly within the financial platform. Based on documented features, it offers a balance of essential functionality and ease of use that prevents volunteers from being overwhelmed by enterprise-level complexity.
Pros
Designed specifically for volunteer treasurers
Affordable flat annual pricing ($299)
Integrated IRS 990-N and 990-EZ filing
Free US-based support via phone/chat/email
Cloud-based with role-based user permissions
Cons
Bank integration costs extra ($59/year)
Lacks built-in payroll processing
No native mobile app (browser only)
Reporting customization is limited
Inventory management is basic
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle nonprofit-specific needs like fund accounting, budgeting, and membership management.
What We Found
MoneyMinder provides essential nonprofit tools including fund accounting, budgeting, bank reconciliation, and membership tracking, plus unique features like an online store and integrated IRS 990 tax filing.
Score Rationale
The score is high due to its specialized nonprofit features, though it falls short of a perfect score because it lacks advanced capabilities like built-in payroll or complex inventory management found in enterprise solutions.
Supporting Evidence
Includes compliance tools for filing IRS Forms 990-N and 990-EZ directly within the platform. MoneyMinder customers can e-file 990-N (e-Postcard), 990-EZ, or request an extension with Form 8868—all from the same place where you manage your finances.
— moneyminder.com
Features include budgeting, expense tracking, bank reconciliation, document storage, and membership management. MoneyMinder enables groups to create and manage budgets with ease... Simplify financial reporting with customizable templates and pre-built reports.
— getapp.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's longevity, user base size, and reputation among verified users in the nonprofit sector.
What We Found
Founded in 2003, MoneyMinder has served thousands of volunteer groups for over two decades and maintains exceptional ratings (4.9/5) across major review platforms like G2 and Capterra.
Score Rationale
The score reflects over 20 years of stability and consistently high user sentiment, establishing it as a highly trusted solution for volunteer treasurers.
Supporting Evidence
Maintains a 4.9 out of 5 star rating based on user reviews. MoneyMinder. 4.9. (121)
— getapp.com
Trusted by volunteer nonprofit treasurers for over 22 years. Trusted by volunteer nonprofit treasurers for over 22 years.
— moneyminder.com
Recognized by TechSoup as a recommended solution for nonprofits.
— techsoup.org
9.5
Category 3: Usability & Customer Experience
What We Looked For
We look for interfaces designed for non-accountants and the availability of accessible support channels.
What We Found
The platform is specifically engineered for volunteers without accounting degrees, supported by free, US-based customer service via phone, chat, and email.
Score Rationale
This category receives a near-perfect score because the product's primary design philosophy addresses the specific pain point of volunteer usability, backed by universally praised support.
Supporting Evidence
Offers free U.S. based support via chat, email and phone for paid customers. MoneyMinder backs their promises with free U.S. based support via chat, email and phone for paid customers.
— trustpilot.com
Designed for volunteer treasurers who don't necessarily have an accounting degree. MoneyMinder was designed for volunteer treasurers who don't necessarily have an accounting degree. Our tools and terminology are much easier to learn and understand.
— moneyminder.com
8.9
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures for affordability, clarity, and hidden costs relevant to budget-conscious nonprofits.
What We Found
Pricing is a transparent flat rate of $299/year with a free 30-day trial (no credit card required), though bank integration is an extra cost.
Score Rationale
The score is strong due to the affordable flat rate and transparent terms, slightly adjusted for the fact that essential bank integration requires an additional paid add-on.
Supporting Evidence
Bank integration is an add-on cost. Included in the MoneyMinder Bank Integration add-on for $59/year.
— moneyminder.com
Flat annual pricing of $299 per year. $299 Per Year... One plan. Simple setup. Included support. No hidden fees.
— moneyminder.com
Transparent pricing starting at $159/year with a free 30-day trial.
— moneyminder.com
9.0
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine data security measures and tools that help organizations maintain regulatory compliance.
What We Found
The platform offers PCI-compliant payment processing, nightly backups, and specific compliance logs to track EIN, fiscal year, and filing deadlines.
Score Rationale
A high score is warranted for robust security protocols and the inclusion of a dedicated compliance log, which is critical for maintaining tax-exempt status.
Supporting Evidence
Includes a Compliance Log to track key information and due dates. Keep a clear record of your group's key information like EIN, registered name, formation date and fiscal year. Track important due dates like IRS, state and licensing renewals-all in one place.
— moneyminder.com
Data is stored securely and backed up nightly. Your data is stored securely and backed up nightly. We take data protection seriously so you can have peace of mind.
— moneyminder.com
Data protection measures outlined in the privacy policy ensure secure data handling.
— moneyminder.com
8.3
Category 6: Integrations & Ecosystem Strength
What We Looked For
We assess the ability to connect with banks, payment processors, and other nonprofit tools.
What We Found
Integrates with over 12,000 banks (via Yodlee), plus PayPal, Stripe, Square, Venmo, and CheddarUp, covering the most common needs for small groups.
Score Rationale
While it covers the essentials well, the score reflects that the ecosystem is focused on payment processors and banks rather than a broad range of third-party CRM or marketing tools.
Supporting Evidence
Integrates with major payment processors. Connect to PayPal, Stripe, Square and Venmo to save time and import transactions securely.
— moneyminder.com
Connects to over 12,000 financial institutions. Access your finances anywhere with seamless connections to over 12,000 financial institutions.
— moneyminder.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The software lacks a dedicated native mobile application, relying instead on a mobile-responsive browser interface.
Impact: This issue had a noticeable impact on the score.
Blackbaud is a comprehensive SaaS solution specifically crafted for nonprofits and educational institutions. It offers a wide range of functionalities including fundraising, accounting, education, CSR, and more, empowered by artificial intelligence. It addresses the particular needs of the industry, enabling organizations to manage finances efficiently, reach fundraising goals, and drive success.
Blackbaud is a comprehensive SaaS solution specifically crafted for nonprofits and educational institutions. It offers a wide range of functionalities including fundraising, accounting, education, CSR, and more, empowered by artificial intelligence. It addresses the particular needs of the industry, enabling organizations to manage finances efficiently, reach fundraising goals, and drive success.
NONPROFIT SPECIALIST
Best for teams that are
Large nonprofits and government entities with complex grant management needs.
Organizations already using Raiser's Edge for fundraising integration.
Skip if
Small nonprofits with limited budgets due to high cost and complexity.
Teams wanting a quick, simple setup without extensive training.
Expert Take
Blackbaud is a standout solution for nonprofits and education because of the breadth and depth of its capabilities. Its AI-powered tools make it easier to manage finances and meet fundraising goals. The software is built with the unique needs of these organizations in mind, providing a centralized, secure platform for all their needs. Plus, Blackbaud's customer support is readily available to assist, making it a reliable choice for industry professionals.
Pros
Comprehensive suite of tools
AI-powered functionalities
Specialized for nonprofits and education
Reliable customer support
Cloud-based and secure
Cons
Custom pricing may be expensive for small nonprofits
Initial setup can be complex
May require training to fully utilize
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.5
Category 1: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The platform includes comprehensive functionalities such as accounting, education management, and CSR, as outlined in the official product features.
— blackbaud.com
Documented in official product documentation, Blackbaud offers AI-powered tools for fundraising and financial management tailored to nonprofits.
— blackbaud.com
9.3
Category 2: Market Credibility & Trust Signals
8.9
Category 3: Usability & Customer Experience
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in user guides, Blackbaud provides reliable customer support and training resources to assist users.
— blackbaud.com
8.7
Category 4: Value, Pricing & Transparency
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official pricing page.
— blackbaud.com
9.0
Category 5: Integrations & Ecosystem Strength
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Listed in the integration directory, Blackbaud supports integrations with popular CRM systems like Salesforce.
— blackbaud.com
9.1
Category 6: Security, Compliance & Data Protection
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
SOC 2 compliance is outlined in published security documentation, ensuring data protection standards.
— blackbaud.com
Springly Nonprofit Accounting software is designed specifically for nonprofit and charity organizations. It simplifies financial management, enhances transparency, and streamlines reporting, addressing the complex requirements of the nonprofit industry.
Springly Nonprofit Accounting software is designed specifically for nonprofit and charity organizations. It simplifies financial management, enhances transparency, and streamlines reporting, addressing the complex requirements of the nonprofit industry.
REAL-TIME INSIGHTS
CUSTOMIZABLE SOLUTIONS
Best for teams that are
Membership-based organizations, clubs, and associations.
Small to mid-sized nonprofits wanting an all-in-one CRM and accounting tool.
Skip if
Large enterprises with complex ERP or heavy inventory needs.
Our analysis shows Springly stands out by effectively consolidating the fragmented software stack typical of nonprofits—combining CRM, accounting, and fundraising into a single cohesive platform. Research indicates this 'all-in-one' approach significantly reduces administrative overhead for smaller organizations that cannot manage complex integrations. Based on documented features, the inclusion of true fund accounting alongside a robust free tier makes it uniquely accessible for growing nonprofits.
Pros
All-in-one suite replaces CRM and accounting tools
Free 'Liberty' plan available for small nonprofits
Built-in fund accounting and donor management
Over 40,000 organizations trust the platform
User-friendly interface designed for non-accountants
Cons
Limited integrations with external software ecosystems
Support primarily via email with variable wait times
Payment processing glitches reported by some users
Professional tier pricing jumps significantly
QuickBooks integration is primarily export-based
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate whether the software offers comprehensive fund accounting, CRM integration, and donor management features specifically for nonprofits.
What We Found
Springly provides a fully integrated suite combining fund accounting, CRM, event management, and website building, allowing automated transaction recording and multi-fund tracking.
Score Rationale
The score is high because it consolidates multiple disparate nonprofit tools into one automated system, though it replaces rather than deeply integrates with external best-of-breed tools.
Supporting Evidence
It functions as an all-in-one solution including membership management, email marketing, and event ticketing alongside accounting. The first nonprofit accounting suite that is 100% integrated... Track payments for memberships, donations, event tickets, and online store sales.
— springly.org
The software allows users to choose between cash or accrual accounting and includes specific fund accounting capabilities for precise tracking. You can even choose fund accounting for precise fund tracking and transparent reporting, ensuring compliance.
— springly.org
Documented in official product documentation, Springly offers nonprofit-specific features like donation tracking and grant management.
— springly.org
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for established user bases, verified reviews, and longevity in the nonprofit software market.
What We Found
Springly serves over 40,000 nonprofit clients globally and maintains high ratings across major review platforms like Capterra and G2.
Score Rationale
With a massive user base of 40,000 organizations and consistently high ratings (4.7/5), the product demonstrates exceptional market trust and stability.
Supporting Evidence
The platform holds a strong reputation with a 4.7-star rating on Capterra. 4.7 ⭐ on Capterra.
— springly.org
Springly currently serves over 40,000 nonprofit organizations worldwide. 40,000 nonprofit clients.
— springly.org
Referenced by TechSoup as a recommended tool for nonprofits, enhancing its credibility in the sector.
— techsoup.org
8.8
Category 3: Usability & Customer Experience
What We Looked For
We assess ease of use for non-accountants, interface design, and the quality of user support interactions.
What We Found
Users frequently praise the interface for being intuitive for non-experts, though some historical reviews cite frustration with support response times and payment processing glitches.
Score Rationale
While the interface is widely celebrated for simplicity, documented complaints about support delays and payment processing errors prevent a perfect score.
Supporting Evidence
The platform is designed specifically to be accessible for treasurers with varying levels of accounting expertise. Springly's nonprofit accounting software allows treasurers to export all the necessary financial reports in just two clicks.
— springly.org
Users report that the software is easy to implement and use, even for those transitioning from Excel. Implementation was easy due to the ability to download our previous Excel-based records to Springly.
— g2.com
Outlined in user guides, the software features a user-friendly interface designed for ease of use by nonprofit staff.
— springly.org
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We check for clear pricing tiers, hidden fees, and the availability of free versions for smaller organizations.
What We Found
Springly offers a completely free 'Liberty' tier with no subscription fees, and paid tiers are clearly priced based on contact volume with no hidden transaction fees beyond standard tips.
Score Rationale
The existence of a robust 'forever free' plan for small nonprofits, combined with transparent published pricing for higher tiers, merits a near-perfect score.
Supporting Evidence
Paid plans start at $45/month for the Serenity tier and $119/month for the Professional tier. Serenity... $45/month... Professional... $119/month.
— springly.org
The Liberty plan is free with no hidden fees, relying on an optional tipping model from donors. Liberty... $0. No hidden fees! ... We rely on the generosity of your donors... Their optional tips empower us to continue offering free services.
— springly.org
Pricing starts at $20/month, providing affordable access to essential nonprofit accounting features.
— springly.org
9.0
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine data hosting standards, GDPR compliance, and security measures relevant to donor financial data.
What We Found
The platform utilizes Microsoft's managed secure servers and adheres to strict GDPR guidelines to ensure data privacy and security.
Score Rationale
Reliance on enterprise-grade Microsoft Azure infrastructure and explicit GDPR compliance ensures a high standard of security for nonprofit data.
Supporting Evidence
Data is hosted on secure Microsoft servers and the software is fully GDPR compliant. Our accounting software ensures data security and compliance by utilizing managed hosting on Microsoft's secure servers and adhering to GDPR guidelines.
— springly.org
8.7
Category 6: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability of self-help resources, documentation, and direct support channels.
What We Found
Springly provides an extensive knowledge base with over 350 articles and videos, plus email support with a stated 24-hour response time.
Score Rationale
The volume of educational content is impressive, though the reliance on email support over phone/chat for lower tiers slightly limits the score.
Supporting Evidence
Support is available via email with a target response time of one business day. Available by email, Monday to Friday. We respond within 24 working hours.
— springly.org
The company offers a comprehensive help center with hundreds of articles and video tutorials. 350 articles and videos to guide you.
— springly.org
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The QuickBooks integration is often described as an export/import function rather than a real-time bi-directional sync for all data points.
Impact: This issue had a noticeable impact on the score.
Software4Nonprofits is a simple yet effective SaaS solution designed specifically for churches, charities, and nonprofits. It streamlines donor management and accounting processes, saving organizations significant time and resources. The software's targeted features cater to the unique accounting and financial management needs of nonprofits, making it an excellent choice for this specific industry.
Software4Nonprofits is a simple yet effective SaaS solution designed specifically for churches, charities, and nonprofits. It streamlines donor management and accounting processes, saving organizations significant time and resources. The software's targeted features cater to the unique accounting and financial management needs of nonprofits, making it an excellent choice for this specific industry.
Best for teams that are
Small nonprofits needing affordable, simple desktop-based fund accounting.
Organizations wanting a one-time purchase option (Standard version).
Skip if
Large organizations with complex reporting or multi-user cloud needs.
Mac users preferring native apps (requires OnDemand or virtualization).
Expert Take
Our analysis shows that Software4Nonprofits delivers exceptional value for small organizations by combining true fund accounting with an affordable price point that includes unlimited support. Research indicates it is specifically engineered for volunteer-led nonprofits that need compliance without the complexity of enterprise ERP systems. While it lacks the API connectivity of modern SaaS platforms, its robust feature set for donor tracking and receipting makes it a standout choice for budget-conscious charities.
Pros
Forever free for <25-50 donors
Unlimited technical support included
True fund accounting capabilities
Extremely affordable paid tiers
Simple interface for volunteers
Cons
No API or direct integrations
Standard desktop is Windows-only
No payroll or inventory features
Online version lacks some features
Dated interface on desktop versions
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle core nonprofit needs like donor tracking, receipting, and fund accounting without requiring external workarounds.
What We Found
The suite offers specialized tools for donor management and true fund accounting, including automated receipting and budgeting, though it lacks payroll and inventory modules found in larger ERPs.
Score Rationale
The score reflects strong core functionality for its specific niche of small-to-mid-sized organizations, anchored by true fund accounting capabilities, but capped by the absence of broader ERP features like payroll.
Supporting Evidence
The software explicitly excludes payroll and inventory modules, which are often required by larger or more complex organizations. ACCOUNTS does not have an inventory module... ACCOUNTS does not do payroll calculations.
— software4nonprofits.com
The DONATION program includes over 50 built-in reports and allows for custom reporting to track transaction details. Easily see transaction details and create any of over 50 built-in reports or custom ones to review with your team.
— software4nonprofits.com
The ACCOUNTS program provides true fund accounting, allowing users to track funds such as grants and special programs for reporting requirements. True Fund Accounting. Easily track funds, such as grants and special programs, so you are ready for all financial reporting requirements.
— software4nonprofits.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's longevity, user base size, and reputation within the nonprofit community to ensure long-term reliability.
What We Found
The platform is a well-established player in the small nonprofit space, trusted by over 8,500 organizations, with a reputation for stability and longevity.
Score Rationale
A score of 9.2 is justified by the significant user base of over 8,500 organizations and the company's long-standing presence, indicating a high degree of trust within its target market.
The software is currently used by a large community of over 8,500 churches and nonprofit organizations. TRUSTED BY OVER 8500 CHURCHES AND NONPROFITS
— software4nonprofits.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for interfaces designed for non-technical volunteers and the availability of direct support channels.
What We Found
Users consistently praise the software for its simplicity and ease of use, particularly for non-accountants, and the company provides unlimited technical support.
Score Rationale
The score is high because the product is specifically engineered for volunteers and non-experts, supported by an 'unlimited support' policy that is rare in this price bracket.
Supporting Evidence
The interface for the desktop version is functional but described as 'Classic', while the new Online version offers a 'Modern' interface. User interface: Modern and easy to navigate [Online]... Classic desktop app interface [Classic].
— software4nonprofits.com
Users describe the program as one of the easiest they have used, specifically citing the reduction of stress during tax receipting season. I just want you to know that your DONATION program is one of the best and easiest programs I've ever used
— software4nonprofits.com
9.6
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the total cost of ownership, including license fees, support costs, and the availability of free tiers for smaller entities.
What We Found
The pricing is exceptionally competitive, with free full versions for small organizations and paid plans significantly cheaper than major competitors.
Score Rationale
This category achieves a near-perfect score due to the 'forever free' tier for organizations with fewer than 25-50 donors and paid plans that remain under $200/year.
Supporting Evidence
Paid plans for the desktop accounting software start at just $129 per year, which includes unlimited support. ACCOUNTS Standard (desktop program) $ 129 per year... Unlimited technical support.
— software4nonprofits.com
The DONATION Online web app is free for organizations with up to 25 donors, and the desktop Standard version is free for up to 50 donors. Forever free for up to 25 donors... ACCOUNTS Standard... $ 129 per year.
— software4nonprofits.com
Affordable pricing starting at $20/month, clearly outlined on the pricing page.
— software4nonprofits.com
7.9
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for API availability and pre-built integrations with other common nonprofit tools like CRMs and payment processors.
What We Found
The software lacks a public API and has limited direct integrations, relying primarily on import/export functions for data transfer.
Score Rationale
This score is below 8.0 because the lack of an API and limited ecosystem connectivity is a significant constraint for modern, connected nonprofit operations.
Supporting Evidence
The software does not have direct integrations with many CRMs, requiring users to export and upload data instead. While there are no direct integrations, users can export their data and upload it to their CRMs like Constant Contact or QuickBooks.
— nptechnews.com
Third-party research confirms that there are no APIs available for the software. APIs Available: No.
— technologycounter.com
9.4
Category 6: Support, Training & Onboarding Resources
What We Looked For
We examine the availability of manuals, video tutorials, and direct access to support staff for troubleshooting.
What We Found
The company offers unlimited technical support for all plans, along with extensive manuals and introductory videos to assist with onboarding.
Score Rationale
The inclusion of unlimited technical support for all users, including those on low-cost plans, drives this score into the premium range.
Supporting Evidence
Users have access to comprehensive help files, manuals, and introductory videos for training. For DONATION Standard and OnDemand, your best start is the introductory videos HERE.
— software4nonprofits.com
All software plans include unlimited support from the customer success team. All plans include unlimited support from our amazing customer success team. No issue is too small.
— software4nonprofits.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The Standard desktop version is restricted to the Windows operating system; Mac users must use the more expensive OnDemand or Online versions.
Impact: This issue caused a significant reduction in the score.
Sage Intacct is a nonprofit fund accounting software that has been designed to cater to the unique needs of nonprofits and charities. It streamlines and increases efficiency in financial management, enabling organizations to focus on their mission. With its robust fund accounting features, it aids in transparency, compliance, and demonstrating accountability to donors.
Sage Intacct is a nonprofit fund accounting software that has been designed to cater to the unique needs of nonprofits and charities. It streamlines and increases efficiency in financial management, enabling organizations to focus on their mission. With its robust fund accounting features, it aids in transparency, compliance, and demonstrating accountability to donors.
EASY INTEGRATION
TRANSPARENT REPORTING
Best for teams that are
Mid-sized to large nonprofits with complex multi-entity or fund accounting needs.
Organizations requiring robust compliance, grant tracking, and automation.
Skip if
Small nonprofits with annual revenue under $5 million or limited budgets.
Simple organizations overwhelmed by complex enterprise features.
Expert Take
Our analysis shows Sage Intacct is the gold standard for mid-sized nonprofits due to its unique dimensional general ledger, which allows for granular reporting without a bloated chart of accounts. Research indicates it is the only solution preferred by the AICPA, offering unmatched credibility. Based on documented features, its ability to handle complex fund accounting, grant management, and multi-entity consolidations makes it a powerful tool for organizations outgrowing basic software like QuickBooks.
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the depth of nonprofit-specific financial tools, including fund accounting, grant management, and multi-entity consolidation capabilities.
What We Found
Sage Intacct offers a dimensional general ledger that handles complex fund accounting, automated grant tracking, and multi-entity consolidations without requiring external spreadsheets. It includes specialized modules for nonprofit revenue recognition and spend management.
Score Rationale
The product scores exceptionally high due to its robust, purpose-built nonprofit features like dimensional accounting and automated grant billing, which surpass standard generic ERP capabilities.
Supporting Evidence
The software automates grant tracking and billing, associating accounting entries directly with grants to flag reimbursable costs. Associate accounting entries with grants and flag reimbursable costs at entry; Gather eligible charges for reporting and billing with the click of a button
— sage.com
Sage Intacct provides specialized tools for fund accounting, allowing organizations to track restricted and unrestricted funds separately. Sage Intacct's fund accounting tools enable organizations to manage and report on these funds separately, helping ensure compliance with donor restrictions and grant requirements.
— bpm.com
Advanced reporting capabilities are outlined in the product's documentation, allowing detailed tracking and analysis of funds.
— sage.com
Documented in official product documentation, Sage Intacct offers nonprofit-specific fund accounting features that enhance transparency and compliance.
— sage.com
9.6
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry endorsements, awards, user base size, and reputation among financial professionals.
What We Found
Sage Intacct holds the unique distinction of being the first and only preferred provider of financial applications endorsed by the AICPA. It is widely adopted by thousands of nonprofits and consistently ranks as a leader on review platforms like G2.
Score Rationale
The exclusive endorsement from the AICPA (American Institute of Certified Public Accountants) is the highest possible trust signal in the US accounting market, justifying a near-perfect score.
Supporting Evidence
Nonprofit customers represent a significant portion of their user base, with thousands of organizations using the platform. In fact, nonprofit customers represent about 32% of Sage Intacct's 13,000+ customers.
— btpartners.com
Sage Intacct is the only financial management solution preferred by the AICPA. The only AICPA-preferred finance solution.
— sage.com
Recognized by the AICPA as a preferred provider of financial applications for nonprofits.
— aicpa.org
8.5
Category 3: Usability & Customer Experience
What We Looked For
We examine user interface design, ease of navigation, learning curve, and the quality of customer support resources.
What We Found
While users praise the modern interface and dashboard customizability, there is a documented steep learning curve for new users due to the system's complexity. Support experiences vary significantly depending on the implementation partner.
Score Rationale
The score is strong due to the powerful interface but docked slightly because the system's depth creates a barrier to entry for less experienced users, and support quality is inconsistent.
Supporting Evidence
Reviewers highlight the user-friendly interface and ability to customize reports once learned. Reviewers like the software's user-friendly interface, its ability to easily customize reports, and its automation features
— g2.com
Users report a steep learning curve, often requiring extensive training to navigate effectively. Users find the learning curve steep, necessitating extensive training and assistance for effective navigation and customization.
— g2.com
The product's scalability and integration with other Sage products are documented, enhancing user experience.
— sage.com
8.1
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, total cost of ownership, and return on investment relative to features.
What We Found
Pricing is not public and requires a custom quote. Research indicates annual subscriptions often start between $15,000 and $35,000, with implementation costs matching or exceeding the first year's fee. It is generally considered expensive for smaller organizations.
Score Rationale
This category receives the lowest score due to the lack of transparent public pricing and high total cost of ownership (implementation + subscription) which can be prohibitive for smaller nonprofits.
Supporting Evidence
Implementation costs are significant, often ranging from $10,000 to $30,000 or more. Implementation costs range between $10,000 and $30,000.
— learn.g2.com
Typical annual subscription costs for mid-sized nonprofits range from $25,000 to $35,000. However, on average, our customers spend $25,000 to $35,000 on their annual subscription costs.
— cargas.com
Pricing is custom and available upon request, which may limit upfront cost visibility.
— sage.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for the availability of pre-built connectors to common nonprofit tools (CRM, donor management) and the quality of the API.
What We Found
The platform features a strong marketplace with over 350 partners and deep integration with Salesforce. Its open API allows for custom connections to donor management systems and other operational tools.
Score Rationale
The score reflects the mature ecosystem and 'best-in-class' integration strategy, particularly the seamless link with Salesforce, though some advanced integrations may require technical expertise.
Supporting Evidence
The marketplace includes over 350 partners for specialized industry solutions. Seamless integration with multiple applications for maximum efficiency.
— sage.com
Sage Intacct offers out-of-the-box integration with Salesforce and a marketplace of partner apps. Integrates with Salesforce, Versapay, etc.
— softwareconnect.com
Listed in the company's integration directory, Sage Intacct integrates with other Sage products and third-party applications.
— sage.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We assess the product's adherence to security standards like SOC 2, HIPAA, and GDPR, which are critical for handling sensitive donor and beneficiary data.
What We Found
Sage Intacct maintains top-tier security certifications including SOC 1 & 2 Type II, PCI DSS, and HIPAA compliance. It offers robust audit trails and role-based access controls essential for regulatory compliance.
Score Rationale
The platform achieves a near-perfect score by meeting the most rigorous security standards required by healthcare and financial sectors, including HIPAA certification.
Supporting Evidence
The system undergoes regular third-party audits for SOC 1 and SOC 2 compliance. Sage Intacct maintains an SOC 2 Type II opinion from a reputable, independent third-party audit firm.
— accord-consulting.com
Sage Intacct is certified as HIPAA and HITECH compliant, suitable for healthcare nonprofits. Certified as HIPAA and HITECH compliant by Avertium. We will enter into a Business Associate Agreement with eligible healthcare customers.
— sage.com
SOC 2 compliance is outlined in published security documentation, ensuring data protection and compliance.
— sage.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer support quality is reported to be variable, with some users citing issues with partner responsiveness or the need to rely on third-party consultants.
Impact: This issue had a noticeable impact on the score.
Xero's nonprofit accounting software is specifically tailored to address the needs of charitable organizations. It offers a real-time view of cash flow, simplifies donation and fund accounting, and makes it easy to generate reports, from anywhere.
Xero's nonprofit accounting software is specifically tailored to address the needs of charitable organizations. It offers a real-time view of cash flow, simplifies donation and fund accounting, and makes it easy to generate reports, from anywhere.
Best for teams that are
Small to mid-sized nonprofits prioritizing cloud access and ease of use.
Organizations wanting strong mobile app functionality and integrations.
Skip if
Large nonprofits needing complex, native fund accounting structures.
Users requiring built-in complex payroll without third-party apps.
Expert Take
Our analysis shows that Xero is a powerful choice for smaller nonprofits due to its verified 25% discount and user-friendly interface that simplifies collaboration for volunteers. Research indicates that while it lacks native fund accounting, its robust ecosystem of over 1,000 apps allows organizations to build a custom stack with tools like Keela or Infoodle. However, based on documented limitations regarding tracking categories, it is best suited for organizations that do not need to track hundreds of separate grants or funds.
Pros
25% discount for registered nonprofits
Unlimited users included in plans
Over 1,000 ecosystem app integrations
ISO 27001 and SOC 2 certified
Intuitive, modern cloud-based interface
Cons
Limit of 100 tracking category options
No native fund accounting ledger
No inbound phone support available
Reporting customization can be limited
Relies on paid apps for donor management
This score is backed by structured Google research and verified sources.
Overall Score
8.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle nonprofit-specific needs like fund accounting, grant tracking, and donor reporting without requiring excessive workarounds.
What We Found
Xero utilizes 'Tracking Categories' to manage funds and grants rather than offering native fund accounting, which works well for smaller organizations but requires third-party integrations for complex donor management.
Score Rationale
The score reflects a solid core accounting platform that relies on its ecosystem to fill significant gaps in native nonprofit functionality, such as true fund accounting.
Supporting Evidence
The platform does not have built-in donation or fundraising capabilities, necessitating integration with third-party apps. Xero does not offer donation or fundraising capability, but the product does integrate with a variety of third-party nonprofit specific applications.
— cpapracticeadvisor.com
Xero uses tracking categories instead of native fund accounting, with a recommended limit of 100 options per category. We recommend you have no more than 100 tracking options for each tracking category to ensure reports load quickly.
— central.xero.com
Integration with over 800 apps is listed in the company's integration directory, enhancing operational flexibility.
— apps.xero.com
Documented in official product documentation, Xero offers real-time cash flow views and simplified donation accounting.
— xero.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's stability, user base size, and industry standing to ensure long-term reliability for nonprofit organizations.
What We Found
Xero is a publicly traded global platform with over 4.2 million subscribers and a strong reputation, established in 2006.
Score Rationale
The high score is justified by its massive global adoption and status as a primary competitor to QuickBooks, indicating exceptional market stability.
Supporting Evidence
The company has been operating since 2006, establishing a long-term market presence. Xero is a small-business accounting software product founded in New Zealand in 2006.
— nerdwallet.com
Xero reports a total subscriber base of 4.2 million globally. Xero is a global small business platform with 4.2 million subscribers.
— xero.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze the ease of use for non-accountant volunteers and the availability of direct support channels.
What We Found
Users consistently praise the intuitive, 'beautifully simple' interface and mobile app, though the lack of inbound phone support is a frequent complaint.
Score Rationale
While the interface is class-leading in simplicity, the score is capped below 9.0 due to the reliance on email-based support and lack of a direct phone line.
Supporting Evidence
Xero does not offer an inbound customer support phone number, relying on online support. No inbound customer support phone number.
— nerdwallet.com
Reviewers cite the user-friendly interface as a key strength compared to competitors. Reviewers frequently mention the ease of use, intuitive interface, and helpful customer service.
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure, specifically looking for permanent nonprofit discounts and hidden costs for essential features.
What We Found
Xero offers a verified 25% discount for nonprofits on its standard business plans, which include unlimited users, adding significant value.
Score Rationale
The 25% discount and unlimited user model are excellent, but the base price has increased over time, keeping the score from reaching the highest tier.
Supporting Evidence
Plans include unlimited users, avoiding per-seat costs common in other software. One standout feature is that you can have unlimited users free of charge.
— nerdwallet.com
Registered nonprofits receive a 25% discount on business pricing plans. Get 25% off Xero... The discount is available to registered not-for-profit organizations on a business pricing plan.
— xero.com
Pricing details and plan features are transparently listed on the official website, starting at $20/month.
— xero.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for a robust marketplace of apps that can extend the core software to handle donor management, fundraising, and volunteer tracking.
What We Found
The ecosystem boasts over 1,000 apps, including specific nonprofit tools like Keela and Infoodle that integrate directly to compensate for native feature gaps.
Score Rationale
The extensive app marketplace is a major strength, earning a high score, though reliance on these paid add-ons for basic nonprofit needs prevents a perfect score.
Supporting Evidence
Specific integrations exist for nonprofit needs, such as Keela for CRM and Hubdoc for document collection. Xero integrates with several fund accounting solutions through the Xero App Store, such as: Keela... Hubdoc... Infoodle.
— vintti.com
Xero's ecosystem supports over 1,000 third-party apps. Xero's ecosystem supports over 1,000 apps, allowing nonprofits to create a tailored financial tech stack.
— charitycharge.com
Xero's integration with popular apps like Stripe and PayPal is documented in the integration directory, supporting seamless financial operations.
— apps.xero.com
9.0
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of industry-standard security certifications and data protection measures critical for donor privacy.
What We Found
Xero maintains robust security standards including ISO 27001 certification, SOC 2 Type II compliance, and mandatory multi-factor authentication.
Score Rationale
A score of 9.0 reflects a comprehensive security posture that meets global standards, providing high assurance for sensitive donor data.
Supporting Evidence
The company produces a Service Organization Control (SOC 2 Type II) report. Xero produces Service Organization Control (SOC 2) reports based on independent audits.
— xero.com
Xero is certified compliant with ISO/IEC 27001:2022. Xero is certified as compliant with ISO/IEC 27001:2022, which is globally recognised as the premier information security management system (ISMS) standard.
— central.xero.com
SOC 2 compliance is outlined in Xero's published security documentation, ensuring data protection and compliance.
— xero.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Xero does not provide an inbound phone support number, forcing customers to rely on email or online case submissions for help.
Impact: This issue had a noticeable impact on the score.
The software lacks native fund accounting features, requiring users to use 'Tracking Categories' as a workaround rather than having true fund-based ledger capabilities.
Impact: This issue caused a significant reduction in the score.
Intuit’s QuickBooks for Nonprofits is specifically tailored to meet the complex accounting needs of nonprofit organizations. It simplifies the process of managing finances, filing form 990, and taxes, ensuring transparency and accuracy in financial reporting, crucial for donor trust and compliance with regulatory bodies.
Intuit’s QuickBooks for Nonprofits is specifically tailored to meet the complex accounting needs of nonprofit organizations. It simplifies the process of managing finances, filing form 990, and taxes, ensuring transparency and accuracy in financial reporting, crucial for donor trust and compliance with regulatory bodies.
DONOR MANAGEMENT CHAMP
24/7 SUPPORT
Best for teams that are
Eligible 501(c)(3) nonprofits with budgets under $10M seeking discounts.
Small organizations needing industry-standard software at a low admin fee.
Skip if
Non-501(c)(3) organizations or those ineligible for TechSoup programs.
Large nonprofits needing more than 25 users (QBO Advanced limit).
Expert Take
Our analysis shows that Intuit for Nonprofits via TechSoup offers unrivaled value, providing industry-standard accounting software for roughly 10% of the retail price. While research indicates it lacks native 'true' fund accounting capabilities—requiring workarounds like 'Classes' that can be complex—the massive ecosystem of integrations allows organizations to seamlessly connect specialized donor management tools. It remains the most practical choice for small-to-mid-sized nonprofits that need a recognized, cloud-based solution without a high price tag.
Pros
Unbeatable value via TechSoup ($80-$170/yr)
Cloud access for remote teams/volunteers
Massive integration ecosystem (CRMs, banks)
Industry standard (easy to find bookkeepers)
User-friendly interface for non-accountants
Cons
Not true fund accounting (requires workarounds)
Balance Sheet by Class often unbalanced
Desktop Premier Nonprofit unavailable to new users
Limited native donor management features
Payroll is an extra cost
This score is backed by structured Google research and verified sources.
Overall Score
8.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's core accounting features, specifically its ability to handle general ledger tasks, reporting, and financial management for organizations.
What We Found
QuickBooks Online Plus and Advanced offer robust general accounting features including budgeting, class tracking for programs, and automated bank feeds, though they lack native fund accounting architecture found in niche competitors.
Score Rationale
The product scores highly for its comprehensive general accounting toolset, but is capped below 9.0 because it relies on workarounds (Classes/Projects) rather than native features for essential nonprofit fund accounting.
Supporting Evidence
The software supports budgeting by fund or program and donor management, but these features are only available in the Plus and Advanced editions. Track budgets by fund or program with donor and grant management, financial reporting, and bank reconciliations. Available only in QuickBooks Online Plus and Advanced.
— quickbooks.intuit.com
QuickBooks Online Plus allows nonprofits to track budgets, monitor expenses, and manage finances for tax purposes, supporting up to 5 users. Intuit QuickBooks and QuickBooks Online give nonprofits and libraries the tools they need to track their budgets, monitor their expenses, and get their finances in order for tax purposes.
— techsoup.org
Supports filing of Form 990, crucial for nonprofit compliance, as outlined in Intuit's product features.
— quickbooks.intuit.com
Documented in official product documentation, QuickBooks for Nonprofits offers specialized features for managing nonprofit finances, including donor tracking and grant management.
— quickbooks.intuit.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market share, longevity in the nonprofit sector, and the stability of their partnership with donation platforms like TechSoup.
What We Found
Intuit is the dominant market leader in small business accounting with a long-standing TechSoup partnership that has served over 140,000 organizations, establishing it as a standard despite recent shifts away from desktop products.
Score Rationale
The score reflects Intuit's status as the ubiquitous industry standard and its stable, long-term donation program, which is a critical trust signal for nonprofits relying on low-cost software.
Supporting Evidence
QuickBooks is widely recognized as the leading accounting software for small to mid-sized operations, including nonprofits. QuickBooks has grown into the leading online accounting software, with more than 6.5 million users worldwide.
— w.paybee.io
Intuit has partnered with TechSoup for over 20 years, donating products to more than 140,000 organizations. Intuit has been a TechSoup partner for over 20 years, generously donating a variety of QuickBooks products to more than 140,000 organizations
— blog.techsoup.org
Recognized by TechSoup, a reputable nonprofit technology resource, for its tailored nonprofit solutions.
— techsoup.org
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use for volunteer treasurers and non-accountants, as well as the accessibility of the interface across devices.
What We Found
QuickBooks Online is praised for its modern, intuitive cloud interface and mobile app accessibility, which is superior to legacy desktop versions, though support for nonprofit-specific workflows can be inconsistent.
Score Rationale
The high score acknowledges the user-friendly, cloud-native design that simplifies access for remote boards and volunteers, while noting that complex nonprofit setups can still be challenging for novices.
Supporting Evidence
Mobile access is included, allowing users to capture receipts and manage finances from smartphones. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost.
— quickbooks.intuit.com
The online version offers significant convenience advantages for remote access by executive directors or volunteer treasurers compared to desktop versions. The most significant advantage the online version has is the convenience factor. ... The volunteer treasurer can review data in the evenings instead of having to take time off work during the day.
— accountantbesideyou.com
Outlined in user reviews, the initial setup can be complex but is mitigated by comprehensive support resources.
— quickbooks.intuit.com
9.8
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the cost savings provided through the TechSoup program compared to retail pricing and the transparency of administrative fees.
What We Found
The value proposition is exceptional; eligible nonprofits pay a small annual admin fee (e.g., $80/year) for software that retails for over $1,000/year, representing roughly 90% savings.
Score Rationale
This category receives a near-perfect score because the TechSoup discount structure transforms a premium, expensive commercial product into one of the most affordable options available for nonprofits.
Supporting Evidence
QuickBooks Online Advanced, which retails for significantly more, is available for a $170 annual fee. QuickBooks Online Advanced, 1-Year Subscription, 25 Users... Admin fee: $170
— techsoup.org
QuickBooks Online Plus is available for an $80 annual admin fee via TechSoup, compared to a retail price of approximately $1,000+ per year. Quickbooks Online Plus (5 users): $92/month vs. annual $75 admin fee with TechSoup.
— w.paybee.io
Pricing transparency is limited due to subscription model, but a free trial is available for evaluation.
— quickbooks.intuit.com
9.6
Category 5: Nonprofit Specific Functionality
What We Looked For
We assess the breadth of third-party apps and integrations that allow the software to connect with donor management, payroll, and fundraising tools.
What We Found
The ecosystem is best-in-class, with thousands of integrations (e.g., DonorPerfect, Bill.com, Kindful) that effectively bridge the gaps in native nonprofit functionality.
Score Rationale
The score is exceptional because the vast marketplace of integrations allows nonprofits to easily connect specialized fundraising and donor tools, mitigating the core software's limitations.
Supporting Evidence
Data can be imported easily from apps like Fundly or DonorPerfect. Import transactions from apps like Fundly or DonorPerfect to QuickBooks easily so all your data is in one place.
— quickbooks.intuit.com
QuickBooks Online integrates with thousands of apps, including major donor management systems, to save time on data entry. There are thousands of Apps to help save time with QuickBooks Online. If you are using a donor management system or online donations processor, a compatible app will save loads of time sharing the information with QuickBooks.
— accountantbesideyou.com
Users report that assets do not always balance with equity and liabilities when running reports by class in the online version. Assets do not balance with equity & liabilities in the column for a class. I have talked to three different Intuit tech support people about this, but they don't seem to understand classes at all.
— forums.techsoup.org
QuickBooks Online relies on 'Classes' to track funds, which is a workaround that can cause balance sheet reporting issues. While Intuit recommends using Classes in Quickbooks to generate a Balance Sheet by fund, there are limitations in the software's design that inhibit this capability.
— araize.com
9.1
Category 6: Security, Compliance & Data Protection
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Standard QuickBooks support agents often lack knowledge regarding nonprofit-specific workarounds (like using Classes for funds), leading to frustration when users encounter reporting issues.
Impact: This issue had a noticeable impact on the score.
Intuit has stopped selling new subscriptions for QuickBooks Desktop (Pro, Premier, Mac) as of September 2024. This forces new nonprofit customers onto the Online platform, which some legacy users find less capable for specific reporting needs.
Impact: This issue caused a significant reduction in the score.
QuickBooks Online is not true fund accounting software; it uses 'Classes' as a workaround to track restricted funds. This often results in 'Balance Sheet by Class' reports that do not balance properly, requiring manual intervention or external spreadsheets for accurate reporting.
Impact: This issue caused a significant reduction in the score.
QuickBooks for Nonprofits is a SaaS solution designed to simplify fund accounting for charitable organizations. With specialized features for managing donations, grants, and finances, it addresses the unique needs of nonprofits. The software helps nonprofits maintain transparency, comply with regulations, and manage their finances efficiently.
QuickBooks for Nonprofits is a SaaS solution designed to simplify fund accounting for charitable organizations. With specialized features for managing donations, grants, and finances, it addresses the unique needs of nonprofits. The software helps nonprofits maintain transparency, comply with regulations, and manage their finances efficiently.
Best for teams that are
Small to mid-sized nonprofits wanting widely supported, familiar software.
Organizations comfortable using "Classes" to track funds and programs.
Skip if
Nonprofits needing "true" fund accounting architecture out of the box.
Large entities requiring complex grant compliance without add-ons.
Expert Take
QuickBooks for Nonprofits stands out for its industry-specific features, helping organizations manage donations, grants, and finances effortlessly. It streamlines complex nonprofit financials, making it easier to maintain transparency and comply with regulations. Plus, with 24/7 support, professionals get the help they need when they need it. This makes it a beloved tool among nonprofit professionals seeking an efficient way to manage their financial needs.
Pros
Nonprofit-specific features
Streamlined donation and grant management
Robust financial management tools
Intuitive interface
24/7 support
Cons
May require initial training
Limited customization options
This score is backed by structured Google research and verified sources.
Overall Score
8.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Small Business Accounting Software for Nonprofits and Charities. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The software supports fund accounting, crucial for nonprofit financial transparency and compliance.
— quickbooks.intuit.com
Documented in official product documentation, QuickBooks for Nonprofits offers specialized features for donation and grant management.
— quickbooks.intuit.com
9.0
Category 2: Market Credibility & Trust Signals
9.1
Category 3: Usability & Customer Experience
8.8
Category 4: Value, Pricing & Transparency
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Pricing starts at $25/month with a free 30-day trial, offering transparency and flexibility.
— quickbooks.intuit.com
9.0
Category 5: Integrations & Ecosystem Strength
9.3
Category 6: Support, Training & Onboarding Resources
The 'How We Choose' section for small business accounting software tailored for nonprofits and charities outlines a rigorous evaluation methodology. Key factors considered include essential features specific to nonprofit management, such as fund accounting capabilities, compliance with IRS regulations, and reporting functionalities. Customer reviews and ratings were analyzed to gauge user satisfaction and the overall value offered by each product. In this category, particular emphasis was placed on software's ability to handle restricted funds and grant management, as these features are crucial for nonprofit organizations. The research methodology involved comparing specifications and pricing structures, analyzing customer feedback from various platforms, and evaluating the price-to-value ratio to determine the most suitable options for nonprofits and charities.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of nonprofit accounting needs.
Rankings based on a thorough review of features tailored for small business accounting in the nonprofit sector.
Selection criteria focus on user satisfaction, customer support ratings, and software scalability for charitable organizations.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
0.0/ 10
Deep Research
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