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MANAGEMENT FEATURES: 4.75 Stars
Each employee has their own dashboard functionality with up to six categories of data tracked. Datasets make setting up dashboards easy, with users able to choose graph types and data criteria as needed.
AccuFund allows users to access prior year budgets for accurate forecasting, and note fields are available to record detailed information on each account. Users can create budgets using multiple worksheets and all changes can be easily tracked. System security is multi-level, with administrators able to set up each system user with password-protected system access as well as provide specific usage capability for each user, including read only, write, or delete permissions.
Expense control functionality is found in AP, JE, Requisition & Purchasing modules. The AR module contains collection capability and fundraising and donor management capability is available through the CRM module, which tracks donor data, repeats donations, handles mass emails, and tracks donations.
FINANCIAL STATEMENTS & REPORTING: 5 Stars
The Report Writer component provides users with in-depth financial reporting capability, allowing users to create custom reports and forms as needed. Users can also create nonprofit specific FASB or GASB reports, adding graphs or organizational logos as needed.
AccuFund also contains a large selection of standard reports that can be quickly processed, customized as needed and saved for future use. All reports can be viewed on screen, printed, saved as a PDF, emailed to recipients, or saved as an HTML file, as well as exported to Excel. The optional Grants Management module also provides custom, grant-specific reporting capability.
INTEGRATION/IMPORT/EXPORT: 5 Stars
The Data Export module provides easy data exporting to a variety of formats including text, .csv, or Excel. The Data Import module contains a series of import wizards to guide users through the importing process, from choosing an appropriate format to saving importing choices for future use.
AccuFund’s add-on modules easily integrate with the core accounting suite with users able to scale up the core system as needed or upgrade to the professional version. SaaS capability mean company accountants can easily access client data as needed.
HELP/SUPPORT: 5 Stars
AccuFund contains an excellent Help feature, found throughout the program. Training modules are also available to guide new users through system navigation. Toll-free telephone support is available, as is email support. Client portals, coming soon, will allow customers to request support via the portal. Onsite and web-based training is available, and AccuFund offers a support contract that runs 25% of the software cost.
SUMMARY & PRICING
AccuFund Accounting Suite for Nonprofits is an easily navigated, scalable nonprofit software product ideal for mid-sized nonprofits desiring excellent budgeting capabilities along with a product that can grow with them. AccuFund starts at $2,995 for a single user standard edition and $6,495 for the professional version. The SaaS version starts at $385.00 per month, depending on number of users.