Keep the grants coming, with one set of numbers for everyone

Your next grant depends on numbers a funder can trust

Your bookkeeper records the transactions. Nobody turns them into numbers a funder can read. That is not a bookkeeping problem. It is a funding risk.

• The grant report is due

  The next tranche depends on it, and the numbers aren't ready.

• A funder asks about a restricted gift

  You need a full day to show how their money was spent.

• The board approved a new program

  Nobody can say whether the money is there to run it.

• You're the director and the finance person

  A CFO isn't in the budget, so the financials land on your desk on top of everything else.

What you get

A finance function for your nonprofit, without the hire

We set the system up once, then run it with you every month. Your bookkeeper keeps the books; we turn them into numbers your board and funders can use.

• Books set up the way funders read them

  We clean up your chart of accounts and map it to the Form 990. Every grant gets its own label in QuickBooks, and spending is split into programs, admin and fundraising as it happens, not at year-end.

• Every grant in one place

  Award, payments received, money still to come, conditions attached, budget lines and every report deadline. Alerts go up well before a report is due, so nothing depends on one person's memory.

• Donor and board reporting in Syft Analytics

  Dashboards and a monthly report built on your bookkeeper's monthly numbers: a summary up front, budget against actual for each grant and how much of each is left. Restricted and unrestricted money shown separately.

  About Syft Analytics

• Budget and cash flow, ahead of time

  Next year's budget, split by month from your own history. A cash-flow forecast that shows when grant payments land and whether payroll is covered, plus scenarios to bring to board and donor meetings.

• Your team tags, learn QuickBooks only if necessary

  Staff mark each expense with its program and grant in a simple web and phone app. It doesn't require QuickBooks logins or endless email chains with the bookkeeper.

• Training and a monthly review

  We train your treasurer and team to read the reports and use the dashboards, then meet with you every month to go through the numbers and the deadlines coming up.

Not another hire, not another bookkeeper

How AMOKIMI compares with the usual ways nonprofits try to fix their financial reporting.

• Instead of a finance hire

  A monthly subscription instead of a salary, run by someone who has chaired a nonprofit board and knows what funders ask.

• Next to your bookkeeper

  We work on the books your bookkeeper keeps. Nobody is replaced, and nobody moves to new accounting software.

• Instead of another spreadsheet

  The system is built once and runs every month. The dashboards and the grant tracker stay yours, even if you stop working with us.

• Not an audit or a tax firm

  We don't audit, review or compile financial statements, and we don't sign tax returns. We get the numbers ready for the people who make the big decisions.

For firms

For accounting firms: bank statements in, QuickBooks-ready out

Software, setup and training for firms that run client books in QuickBooks Desktop. A multi-office firm removed 70%+ of its manual transaction processing and cut month-end close by more than 50%.

• Bank statement processing software

  Client bank exports come in as CSV, are cleaned, payees renamed and every line given an account, class and job from one shared rulebook plus rules for each client, then imported into QuickBooks Desktop in batches.

• One master chart of accounts

  A single chart of accounts for every client, mapped to the tax lines of the 1040, 1065, 1120, 1120-S and 990, for your CPA to review and approve.

• One setup across all your offices

  QuickBooks Desktop in a shared cloud environment, user roles set per office, and a tracker that shows which client file was updated, by whom and when.

• Staff trained to run it alone

  Hands-on training on your own client files, plus an SOP library your team keeps up to date, so new hires learn the workflow without pulling in the partners.

• A path into advisory

  Standard monthly financial statements and dashboard templates in Syft Analytics, so the hours you save can go into advisory work for your clients.