Solutions

Financial management and more

With our experience of working with Not for Profits, we know the solutions that you need and the likely problems you’ll be facing. We know how to support you through innovative technology that will help you to meet your cost saving and financial management objectives.

Powered by Microsoft Dynamics 365 Business Central, with a strong NAV heritage, our solutions empower your organisation.

Backed by our team of leading experts, we leverage the power of  Microsoft Dynamics to provide you with the perfect platform for all of your financial management, reporting and business management needs.

This approach to digital transformation helps our clients to use the latest technologies within the Microsoft ecosystem, including; Office 365, PowerBI, Flow and Power Apps.

Financial Management  

  • General ledger, receivables, payables, bank reconciliation, electronic payments, purchase orders and much more.
  • Analysis at multiple levels, i.e. funds (restricted/un-restricted), events, projects etc.
  • Full Budgeting & forecasting capability.
  • Integration with other operational systems such as, fundraising, CRM and volunteers database.
  • Advanced reporting capabilities including the production of SORP and SOFA reports.
  • Intuitive Business Intelligence/dash boarding capabilities across multiple data sources.

Beyond Financial Management

  • Digital transformation
  • Fully cloud enabled and available on smart devices
  • Outlook integration
  • Management of projects with timesheet entry to aid donor reporting
  • Sales orders and invoicing for any trading activity
  • CRM functionality
  • Workflow – digitise your manual processes
  • Document management and OCR
  • Employee expenses and human resources
  • Integration with CharityBI (see below)

Business Intelligence and Analytics

Charity BI and Power BI

Charity BI

Developed by Touchstone BI, Charity BI is the configuration of our ETL Agile product specifically designed to meet the Business Intelligence needs of fundraising charities. Its pre-built data adaptors make seamless connections with your data sources, making it fast and easy to access your data from sources such as Raiser’s Edge, Infor SunSystems, Salesforce and Microsoft Dynamics.

Charity BI rapidly extracts, transforms and loads data from multiple sources into a data warehouse and dimesional cubes. A cost-effective and simple way to build, maintain and support a BI platform.

Now charities can join the dots between their fundraising, people and financials to provide powerful business intelligence and maximise their fundraising potential.

 

Power BI

Power BI is a cloud based business analytics service from Microsoft. When combined with Charity BI, you can quickly and easily produce interactive visualisations and beautiful reports, then publish them for members of your team.

Analyse your data with greater speed, and transform this data into easy to understand reports, graphs and charts. Recognise trends and focus on the critical information insights that can answer your questions.

There’s no need for IT staff. When you need to analyse your data, the combination of Charity BI and Power BI allows you to create the reports and personal dashboards you need, when you need them, in a matter of minutes.

Get in touch

For further information to help you find the right digital solutions for your organisation.

Contact our experts today