Money and Gift Aid
Books that add up to the penny
Every gift recorded however it arrives, sorted into the right fund, and a Gift Aid claim checked before it goes.
Every gift recorded, however it arrives
Cash, cheques, bank transfers and collections go in against the donor, the appeal and the fund, so your totals are everything you received.
Restricted funds stay restricted
A fund ledger that adds up to the penny, so the trustees’ question has an answer on the screen.
Gift Aid, checked and claimed
Anything missing is listed for you to fix, and the claim comes out in HMRC’s own format.
Everything in money and Gift Aid
Gift Aid exports for HMRC, Zakat kept separate and spent only where it may be, a restricted fund ledger, books you can close each month, payment reconciliation and a full audit trail.
- Gift Aid export for HMRC
- Produce your claim in the format HMRC expects, rather than assembling it by hand.
- Zakat kept separate
- Zakat is recorded apart from Sadaqah and general giving, and never pooled with it.
- Zakat spent only where it may be
- Distributions record who was reached and the type of support. Appeals that Zakat may not fund are refused automatically.
- Restricted fund ledger
- Track what each fund holds, record spending against it, and see what it held at the start and end of any period. Money moved between funds is a record of its own, with the date and the reason, so restricted money stays restricted.
- Books you can close
- Close a month once it is checked and nothing dated in it can be added, changed or deleted until someone reopens it, with a reason. Every correction keeps what was there before, and every expense can carry its receipt.
- One set of figures
- The dashboard, Finance, the fund ledger and each programme read the same money, so the number your fundraiser quotes is the number your treasurer has.
- Payment reconciliation
- Import a month's Stripe or PayPal export and every charge is matched to a donation, to the penny, with anything on only one side listed
- A public Zakat report
- Donors see what was received and distributed, with no personal details of recipients.
- Offline donations
- Log bank transfers, cash and cheques with a reference, so your totals reflect everything you actually received.
- An audit trail
- Export the year's records when your auditors or trustees ask for them.
The full list, every area side by side, is on the platform page.
Also in money and gift aid
- Zakat kept separate and spent only where it may be
- A public Zakat report
- Monthly reconciliation against Stripe and PayPal
- Exports for Xero, QuickBooks and Sage
See a whole charity running on it.
Bring how you take donations today and what your trustees keep asking for. We will tell you honestly whether it is worth it for a charity your size, including when it is not.
