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Fund accounting

Easily track your general fund and designated funds, including grants, scholarships, projects, and special programs.

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True fund accounting

Track designated funds, such as grants and special programs, to maintain financial accuracy and transparency. No workarounds needed.

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Custom chart of accounts

Create a flexible chart of accounts that fits your foundation's structure. Use tags to manage projects, locations, and more.

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Track multiple entities

Fiscal sponsors can track income and expenses for multiple foundations in a single account using tags or funds.

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Track administrative costs

Fiscal sponsors can identify their own administrative costs for facilitating their foundations.

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Bill Pay (optional upgrade)

Send bills to approvers for electronic approval, track the status of approvals, and pay bills directly through Aplos once they are approved. Learn more about Bill Pay.

Learn more about our Fund Accounting.

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profile joe hunter
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Aplos has saved us a monumental amount of time. I can be out fundraising and focusing on that rather than working on reconciling the accounts at the end of every month. What used to take me a week to do now takes me about two or three hours to do, so that's a lot of time that we have saved because of the platform.

Joe H.

Executive Director at Papillion Community Foundation

Reports & analytics

Quickly view real-time data and share reports with your staff and board members.

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Generate financial statements

Customize, save, and share reports, such as your Balance Sheet by Fund and Income Statement by Fund.

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Grant and scholarship reporting

View the balance of grant or scholarship funds at any time, and generate reports to show how much you have granted and how much remains.

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Permission-based reports

Fiscal sponsors can create Custom Report Managers for each foundation they oversee so foundations can access only their individual financial reports.

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Budget reports

Compare your projected budget with your actual income and expenses see if you are meeting the goals you set.

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Form 990s

Prepare and eFile IRS Form 990-EZ or 990-N, and confirm that it was received and accepted on time.

Learn more about our Reports & Analytics.

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Advanced features

Get granular reporting to view the exact data you need across your organization, budget by fund or tag, create income and expense allocations, and more.

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Budget by fund or tag

Compare your actual income and expenses for each of your funds or tags with your projected budget to see if they are in alignment.

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Income and expense allocations

Create cost drivers to split income or expenses across multiple funds, departments, projects, grants, or locations.

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ACH file export

Make faster payments through your bank by exporting a payments file for outstanding Accounts Payable. Upload the preformatted file with your bank to start a bank transfer for a batch or a single transaction.

Online donations

Accept online giving and give donors more control when they give to your foundation.

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Unlimited giving forms

Create custom, mobile-friendly giving forms. Donors can set up recurring giving or give one-time gifts.

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Donation widgets

Add a donation widget to your website so people can give securely without leaving your site.

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Giving preferences

Allow supporters to use their preferred payment method, control how often they donate, identify the purpose of their donation, and pay transaction fees.

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Donor portal

Supporters can log in to a secure portal to view their donation history, manage their donations, and print their contribution statements.

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Text to Give (optional upgrade)

Allow supporters to give instantly through text messaging. View Pricing & Details.

*You must have a U.S. or Canadian bank to accept online payments using Aplos.

Learn more about our Online Donations.

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Automatic donation tracking

Save administrative time by automatically tracking supporters' online donations and contact info.

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Automatic online tracking

Online donations are automatically tracked by person and purpose.

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Track offline donations

Import offline giving so all of your donations are tracked in one place with no manual entry.

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Seamless tracking in your accounting

Automatically create a batch of donations in your accounting without entering data twice.

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Contribution statements

Email or print contribution statements. Link contacts by relationship to generate a single contribution statement for a household. For organizations in Canada, statements are compliant with Canadian government requirements.

Fundraising tools

Build relationships with new supporters and keep current donors engaged for effective fundraising.

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Constituent relationship management (CRM)

Track relationships, communication activity, notes, giving history, and more all in one donor database.

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Improve donor retention

Get notifications about important donor activity to easily welcome new donors, re-engage inactive donors, and make your loyal donors feel appreciated.

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Dynamic contact lists

Identify important groups of supporters with rule-based segments that automatically update for more effective fundraising. View major donors, supporters who haven't donated this year, people with outstanding pledges, and more.

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Fundraising reporting

Gain insights into your organization's financial health with a fundraising dashboard and multi-level donation reports to share with your staff and board members.

Try Aplos for free

Aplos includes everything you need in one place to manage your bookkeeping, prepare your financial reports, accept donations, track your people, and achieve your mission. Try it free for 15 days. No credit card required.

Lite
$79/month
$39.50/month*

No credit card required. Cancel anytime.

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Fund accounting

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Financial Reporting

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Donation Tracking

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Contribution Statements

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Online Giving Forms & Widgets

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Event Registration

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People CRM Database

Core
$99/month
$49.50/month*

No credit card required. Cancel anytime.

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Fund accounting

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Donation tracking

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Online giving forms

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Financial & giving reports

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Event registration

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Budgeting

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Accounts payable & receivable

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Recurring transactions

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Pledge tracking

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Partner integrations

Advanced

For organizations tracking budgets and financials for grants, programs, departments, or multiple locations.

Customized solutions start at $189/month. Contact our sales team for a personalized quote.

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Fund accounting

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Donation tracking

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Online giving forms

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Financial & giving reports

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Event registration

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Budgeting

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Accounts payable & receivable

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Recurring transactions

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Pledge tracking

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Partner integrations

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Budgeting by fund

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Project, campaign, or department budgeting & reporting

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Fixed asset tracking

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Income & expense allocations

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and more...

*Promotional pricing. Offer valid for new customers only.

Included in every Aplos package

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Free Email & Phone Support
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Live & On-Demand Training
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True Fund Accounting
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Donation Tracking & Giving Statements
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Event Registration & Tickets
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Integrated Online Giving Tools
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Merchant Account For Secure Payments
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People & Donor CRM Database
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Secure Donor Portal
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Letter & Email Builders
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Website Builder
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Groups & Teams Portal
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Customizable Reporting