Xero
Organize the general ledger, bank activity, transaction rules, and financial reporting around your nonprofit’s needs.
Visit Xero ↗TECHNOLOGY, AUTOMATION & AI
Connect your systems.
Give your time back.
The right tools make a difference. Knowing how to configure them—and how to account for the information they share—makes them useful. We set up nonprofit accounting software, connect it, and put modern automation to work with an accountant’s oversight.
Talk through your current systems ↗One connected
way of working.
Our approach combines nonprofit accounting expertise with practical knowledge of the tools behind your financial workflows.
Gusto
Run payroll through our preferred platform, with the accounting connection configured for payroll entries and allocations.
Visit Gusto ↗Ramp
Make receipt collection and expense accounting part of the purchase workflow, with the Xero connection configured for your organization.
Visit Ramp ↗A PRACTICAL EXAMPLE
Donation data shouldn’t
need a second entry.
When a donor platform and accounting system don’t connect directly, an API integration may bridge the gap. We assess access, map the information, and design a workflow to bring donation activity into the accounts.
Availability depends on each platform’s API access, permissions, and data. Scope is assessed before implementation.
01
Understand the source
Review your donor platform and available data.
02
Connect the information
Map donations and configure a supported integration.
03
Keep oversight in place
Review accounting entries and the resulting reports.
AI in nonprofit
accounting.
AUTOMATION WITH JUDGMENT
Modern accounting and spending platforms now use AI to match receipts, suggest how transactions should be coded, and speed up bank reconciliation. Used well, these features cut hours of manual entry. Used without review, they can put donations and expenses in the wrong fund. We help you set them up for nonprofit accounting and keep a CPA’s review in the process.
- AI-assisted receipt matching and expense coding
- Bank rules and suggested transaction categories
- Automated payroll, spending and donation entries
- Review steps so restricted funds and programs stay accurate
Choosing the right
nonprofit software.
SOFTWARE SELECTION
Many nonprofits outgrow desktop software, spreadsheets, or tools that don’t talk to each other. We look at what you use today, what it costs in time, and what a connected, cloud-based setup would look like for your organization.
- Review of current accounting, payroll, spending and donor tools
- Moving to cloud accounting
- Implementation planning and setup
- Training for staff who use the systems
Automation with
an accountant’s judgment.
Faster data entry is only useful when the accounting makes sense. We combine platform knowledge with nonprofit expertise to reduce repetitive work while keeping oversight in the process.
Talk through your current systems ↗SOFTWARE & AI QUESTIONS
Before we talk.
Can you work with our donor platform?
We assess the platform’s API access, permissions, and data to determine what can be connected. Custom integrations are scoped after that review.
Do we have to change accounting software?
Our accounting approach is built around Xero. If payroll is included, we use Gusto, and Ramp is the preferred spending and receipt platform. We’ll discuss current tools and proposed changes during discovery.
Is AI safe to use for nonprofit accounting?
AI features are useful for repetitive work like matching receipts and suggesting categories. They still need review, especially for restricted gifts, grants and program allocations. We set up workflows where automation does the first pass and the accounting is checked before reports go to leadership.
RELATED SERVICES
More ways we help
San Antonio nonprofits.
Nonprofit accounting & bookkeepingGeneral ledger, donations, restricted funds, payroll and Form 990 support.Nonprofit financial reportingBoard-ready statements, budget-to-actual and program reporting.Nonprofit consultingWorkflow reviews, fund structure, internal controls and software planning.Church accountingAccounting and reporting for churches and religious organizations.About Kyle Utterback, CPAPublic accounting, nonprofit audits and Form 990 experience.
LET’S MOVE YOUR MISSION FORWARD
Better accounting starts
with a free conversation.
A free, no-obligation consultation to discuss your nonprofit’s needs and see whether we’re a good fit.