For executive directors
One set of numbers you can defend to a board
You are asked for revenue, retention and restricted-fund position in the same meeting, from three systems that disagree, and you are the person who has to reconcile them out loud.
- Board packFundraising reports pledges as revenue; finance reports deposits. Both are defensible and they do not match.
- Funder callA restricted funder asks what their money delivered and you assemble the answer from memory and a folder.
- Budget reviewYou cannot separate committed recurring revenue from hoped-for appeal revenue with any confidence.
Restricted funds received
428 gifts · 12 pledges
Allocated to program
Board-approved budget line
Fulfillment recorded
Verified by program lead
Evidence attached
Intake logs, invoices, site photos
Donor-visible update
Seen by 391 of 428 donors
Every line links back to the specific gifts that funded it. Edits append; they never overwrite.
What changes
The specific difference, not a benefit list
Each card names the operational change, not an outcome we cannot prove for you.
- What changes
Traceable metrics
Every reported figure drills back to gifts, deposits and allocations, including its reconciliation state.
- What changes
Committed versus expected
Recurring and pledge commitments are modelled distinctly from forecast, so budgeting is not built on optimism.
- What changes
Restricted position on demand
Restricted balances, allocations and fulfillment are queryable rather than assembled.
- What changes
Evidence you can hand to a funder
Impact updates linked to the specific gifts that funded them, with the filings behind the claim attached.
The same week, twice
How a executive directors week runs before and after
Left is the week as this seat describes it today. Right is the same week once the record carries the terms. Nothing on the right is claimed as available — the status badge above governs that.
Today
- Board packFundraising reports pledges as revenue; finance reports deposits. Both are defensible and they do not match.
- Funder callA restricted funder asks what their money delivered and you assemble the answer from memory and a folder.
- Budget reviewYou cannot separate committed recurring revenue from hoped-for appeal revenue with any confidence.
Prepared
- 1Traceable metricsEvery reported figure drills back to gifts, deposits and allocations, including its reconciliation state.
- 2Committed versus expectedRecurring and pledge commitments are modelled distinctly from forecast, so budgeting is not built on optimism.
- 3Restricted position on demandRestricted balances, allocations and fulfillment are queryable rather than assembled.
- 4Evidence you can hand to a funderImpact updates linked to the specific gifts that funded them, with the filings behind the claim attached.
Described state, governed by the status label on this page.
Where you work
The surfaces you would live in
Organization overview
Revenue, retention, commitments and exceptions in one operational view.
Governed reports
Definitions stated, figures drillable to source records.
Impact operations
Restriction, allocation, fulfillment and published evidence.
Audit trail
Who changed what, when, with the prior value.
Not ready yet
What we cannot do for you today
- Forecasting and scenario analysis are prototypes on illustrative data.
- Board-ready report packs are Release 2; the underlying traceability is Release 1.
Metrics this seat owns
- Net retained donor revenue per staff hour
- Restricted funds with evidence
- Reporting disagreements per close
One sentence
One set of numbers you can defend to a board
You are asked for revenue, retention and restricted-fund position in the same meeting, from three systems that disagree, and you are the person who has to reconcile them out loud.
Fundraising reports pledges as revenue; finance reports deposits. Both are defensible and they do not match.
Other seats
Same lifecycle, different vantage point
Design-partner program
Bring your executive directors workflow to a partner session
We are working with a small number of US and Canadian nonprofits who feel the reconciliation and donor-data pain most acutely. Partners shape the sequence, see the honest status of every module, and are never charged for a capability that is still a prototype.