For Nonprofit Treasurers & Boards

Treasury reports. That write themselves.

Automated financial tracking for 501(c)(3) nonprofits. PDF treasury reports generated and emailed before every board meeting — with a real-time dashboard, inventory tracking, and built-in compliance. $0/month to run.

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$0/month operating cost · Auto-generated PDF reports · Board-ready in 3 weeks
Why Nonprofits Choose This System

The treasurer role,
de-stressed.

01

Auto-Generated Reports

Treasury reports created automatically 3 days before every board meeting — no more last-minute scrambles or manual PDF assembly.

PDFAuto-email
02

Real-Time Dashboard

KPIs, sparklines, and charts that update instantly as transactions are entered. Always-current snapshot for the treasurer and board.

KPICharts
03

Built-In Compliance

Approved months are auto-locked, full audit trail, role-based access control for 501(c)(3) governance and audit readiness.

AuditRBACLock
04

$0 / Month to Run

Built entirely on free tiers — Google Workspace, GitHub Actions, open-source tools. One-time build, zero ongoing platform fees.

$0/moFree tier
How the Monthly Cycle Works

Your treasurer enters data.
The system does the rest.

Throughout Month

Treasurer enters transactions as they occur — bank statement, sales, expenses.

Tuesday (Cutoff)Cutoff

All monthly data entered by Tuesday evening.

Wednesday 9 AM

System auto-generates DRAFT PDF and emails it to the treasurer.

Thu – Fri

Treasurer reviews DRAFT, makes corrections in the workbook if needed.

Saturday (Meeting)

Treasurer presents the report. Board votes to approve.

After Approval

Status flips to APPROVED. Month's rows auto-locked. Final PDF archived.

Everything That's Included

The full system.
No add-ons, no surprises.

8-tab Google Sheets workbook (Bank Statement, Monthly Summary, Sales, Inventory, Events, Vendors)
Auto-generated PDF treasury reports matching your existing format
DRAFT watermark until board approval — then auto-locked
Scheduled automation: reports generated and emailed on a set schedule
Weekly CSV backups to protect your data
Real-time inventory tracking with low-stock alerts
Vendor directory with auto-updated last-used dates
Event expense tracking with per-vendor breakdown
Multi-user access with role-based permissions
Email notifications for report status changes and large expenses
Custom dashboard with embedded charts and KPI cards
Google Apps Script for real-time validation and automation
Ready to retire the manual PDF dance?

Board-ready in 3 weeks.
$0 / month forever.

One-time build, transparent pricing, no recurring platform fees. Walk into your next board meeting with a polished PDF — without spending the weekend assembling it.

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