See financials in real time, at any time.
View the profit vs. loss and even see it by fund or tag.
See the balances of your asset, liability, and equity accounts. You can also add detail to see how each balance is split by fund.
Compare your projected budget vs. your actual income and expense to see how you are hitting your goals.
Generate reports for your grants and projects to show how a grant was used and how much remains. See the balance of a grant at any time, and track grant expenses across your various programs for more granular reporting. With Advanced Budgeting, you can create a unique budget to monitor how you expect to spend funds over the life of the grant. Then run Budget to Actual reports to make adjustments as plans change.
Save time by generating custom financial and donor reports in Aplos.
Start with a built-in report or create a new one from your organization's data.
Move and hide columns on your reports to show only the data you want in the order you want.
Customize the data you show by adding the exact filters you need.
Save your customized report as a new report so you don't have to recreate any of your customizations.
Export your reports to email them directly to the people who need to see them.
Some organizations need to see things in more details. Aplos Advanced Reporting makes that possible.
Compare your projected budget vs. your actual income and expense for each of your funds to see how you are hitting your goals.
Compare your projected budget vs. your actual income and expense for each of your tags to see how you are hitting your goals.
See an income statement, tag statement, or transaction list for any tagged income or expense transactions.
Set user permissions to only see certain accounts, fund, tags, or purposes so that they can login and see only that specified data.
View donations and generate contribution statements quickly.
Print or email your donor's contribution statements for their tax purposes. For organizations in Canada, statements are compliant with Canadian government requirements.
See summarized or detailed donations per contact and filter those to see only the data you need.
See summarized or detailed donations by household and filter those to see only the data you need.
See a list of donors who donated last year but not this year.
See a list of donors who have donated at some point, but not since then.
View donors in order of who has donated the highest amount.
Print or email pledge statements to show donors the outstanding balance of their pledge.
Know your contacts and how you've connected with them at the click of a button.
View all of your contacts and their contact information.
See a date sorted list of any notes that you've added to your contacts.
View reminders for your contacts by date to keep up on your follow-up.
