Non Profit Management Software

To manage the heart of any NGO or not-for-profit organization – delivering programs and fulfilling your mission – our non profit management software (Agresso) helps by fully automating business processes to manage, track and report on all your activities, ensuring projects remain on track and make optimal use of resources.    

From the start of a project (including estimates, budgeting, forecasts, commitments and planning), through to resourcing and costing (capturing time entered, purchasing, expenses, etc.), Agresso can help you deliver on your organization’s goals.

Creating Workflows

Not all programs involve the same business processes so it is important to have flexibility in modeling a wide range of practices; likewise, processes can change or new programs can introduce new workflow requirements:

UNIT4's nonprofit management software allows you to easily define processes to match your current needs and perhaps more importantly, allows you to easily change these processes or create new one based on future, unknown requirements.  These include approvals of both financial and non-financial transactions and master data:

  • Approvals can be simultaneous or sequential, and can be based on monetary value and/or grant or expenditure type;
  • Status and submission inquiries allow you to monitor processes;
  • Statistical information helps you improve the efficiency of your processes;
  • Graphical interface makes it easy to define workflows.
  • Read more…

Monitoring and Alerting

UNIT4's A non profit management software can monitor any process in your organization and create alerts based on user-defined criteria; you don’t need to wait for a report to see if a project is off-track. This provides for exceptional internal controls

  • Warn when any exception occurs in your operations — such as alerting grant managers if a deadline is approaching;
  • Alert users when their attention is required in any process by updating their dashboard or task pane, or via email, or SMS.
  • Create “to-do” lists and track all the actions taken (plus any related documentation) with respect to those activities.
  • Alerts and to-do lists can all be set up easily by operational users; no programming is necessary.
  • Read more…

Invoicing

Our nonprofit management software can support even the most complex billing requirements:

  • Multiple types of billing are supported (e.g. fixed price, time and materials, etc.) to satisfy the requirements of multiple funding sources;
  • A project can be billed to multiple donors, based on a percentage and/or fixed amount basis.
  • Individual work-orders/sub-projects/sub-awards can each be billed to specific donors.
  • Donor restrictions can be automatically applied.
  • Indirect Cost Recovery may be computed and included.
  • Present invoices in multiple formats to conform to funders’ requirements.