Skip to main content

Made for organizations that report to someone

A board, a state agency, a foundation, a family. The common thread is documentation that has to hold up months later.

Program staff member reviewing a participant's plan during a one-on-one meeting
  • Human services & disability providers

    Intake, service authorizations, progress notes and billing-ready documentation for programs that answer to the state.

  • Community & family support organizations

    Food, housing, workforce and family programs that need one participant record across several services.

  • Faith-based & membership nonprofits

    Congregations, associations and clubs that manage members, giving, classes and volunteers in one place.

  • Foundations & grantmakers

    Applications, review cycles, award tracking and reporting deadlines without a spreadsheet chain.

  • Arts, youth & education programs

    Enrollment, rosters, attendance, waivers and scholarships for classes, camps and after-school programs.

  • Small teams wearing every hat

    If the same person does intake, bookkeeping and the board report, this replaces the stack of tools that fights back.

Not sure it fits your programs?

Send us the reports you have to file and the forms you have to collect. We will tell you plainly whether this is the right tool for you.