How it Works

Some frequently asked questions.

Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our team.
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I don’t know what to bring you.
No problem. Start with bank access and any receipts you have—we’ll give you a short checklist and collect the rest.
Our books are a mess. Can you fix them?
Yes. We do a clean-up first, then put your month-end on rails so it stays clean.
Will you explain the reports?
Absolutely. We’ll walk you through the one-page summary and the board packet in plain English.
Can you send the donor/board report for me?
Yes! Send us the request, and we’ll prep the numbers in their format.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.