Case management, housing, HR, fund accounting, compliance, and 35+ integrated modules — built for nonprofits that refuse to settle for disconnected tools.
Every module works together so your data flows freely — no more copy-pasting between five different tools.
Profiles, intake, case notes, treatment plans, cosign workflows, and AI-powered documentation.
Properties, units, placements, rent ledgers, financial assistance, work orders, and occupancy dashboards.
Employee management, payroll, timesheets, leave, benefits, certifications, scheduling, and onboarding.
Chart of accounts, budgets, AP/AR, Plaid bank feeds, grant tracking, Form 990 prep, and financial statements.
Multi-program enrollment, service delivery, trip reports, referrals, CRM pipeline, and partner directory.
HIPAA & FERPA compliant with AES-256 encryption, audit trails, 2FA, and 5-level role-based access.
Complete client lifecycle management with powerful case documentation tools.
Complete client profiles with demographics, households, income tracking, and communications.
Document everything from case notes to treatment plans with built-in approval workflows.
Manage your prospect pipeline, partner organizations, and referral networks in one system.
Upload, organize, and share files and documents tied to client records.
Reusable form templates for intakes, assessments, surveys, and more.
Task tracking and follow-up reminders so nothing falls through the cracks.
FERPA-specific student profiles with education records, grades, and disclosure tracking.
Capture and manage incoming inquiries from potential clients and community members.
Digital acknowledgments for handbooks, policies, and consent forms.
Track every property, unit, placement, and dollar of rent or financial assistance in real time.
Unlike generic nonprofit tools, our Housing Management module was built for transitional housing, shelters, and supportive housing organizations.
Stop paying for separate HR and accounting software. It's all here, purpose-built for nonprofits.
Manage your entire team lifecycle — from onboarding to payroll to benefits — without a separate HRIS.
Chart of accounts, journal entries, fund tracking, and financial statements built for the way nonprofits actually work.
Track all funding sources and allocations across your organization.
Generate grant invoices automatically from tracked expenses and deliverables.
Monitor grant disbursements and spending against budget in real time.
Track staff time allocation across grants with detailed FTE reports.
Multi-program enrollment with complete lifecycle management from intake to graduation.
Multi-program enrollment with complete lifecycle management.
Track every service delivered, manage service types, and document outcomes.
Complete referral lifecycle from creation to outcome tracking.
Track, manage, and distribute grants and funding to programs and partner organizations.
From audit trails to Form 990 preparation — the reports your funders and board need, ready to go.
Complete activity tracking across your entire platform.
Demographic breakdowns for grant compliance and reporting.
Complete client roster with enrollment status and program assignments.
Balance sheets, income statements, and position reports.
Data organized and ready for annual tax filing.
See which programs are sustainable and where to invest.
Build exactly the report you need with drag-and-drop fields.
Staff hours, overtime, and PTO at a glance.
Complete GL detail and summary with fund filtering.
Restricted and unrestricted fund balance tracking.
Track and analyze incidents across programs.
Reports spanning multiple sub-organizations.
Keep your team connected and your staff trained — all inside the same platform.
Built-in messaging, announcements, and community boards keep everyone aligned.
Create training modules with quizzes, manage handbooks, and track certifications.
Event management, staff scheduling, booking systems, and automated reminders.
Built-in video conferencing for virtual client meetings, team check-ins, and remote case consultations.
HIPAA-compliant virtual health sessions for remote client care, counseling, and clinical consultations.
Let clients and staff book appointments with automated reminders and Stripe payment integration.
Board notes, dashboards, and meeting documentation.
AI-powered visit documentation helper for faster case notes.
Badges, achievements, leaderboards, and points to boost engagement.
Built-in video calls for virtual meetings, client sessions, and team check-ins.
HIPAA-compliant virtual health sessions for remote care and counseling.
Online scheduling with reminders and Stripe payment integration.
Track and distribute grants and funds to partner organizations and programs.
GPS-based geofencing, staff location map view, and location enforcement.
Plaid bank feeds, Stripe payments, QR codes, and CSV/Excel/PDF exports.
Manage multiple locations, cross-site staff access, and feature flags.
Export anything to CSV, Excel, or PDF with one click.
QR-based event and program check-in for fast attendance tracking.
Real-time alerts for approvals, reminders, and critical updates.
Track relationships with partner organizations and community stakeholders.
Your data — and your clients' data — is protected by the same standards used by healthcare and education institutions.
BAA tracking, breach alerts, and full audit trail for protected health information.
Disclosure logs, access relationships, amendment requests, and retention policies.
Per-organization encryption keys protect data at rest and TLS 1.3 in transit.
5 access levels with two-factor authentication and complete audit trails.
Every action tracked with timestamp, user, and details.
TOTP-based 2FA for all users with enforcement options.
Formal data disposal request workflows for compliance.
Each organization gets unique encryption keys via AWS KMS.
Real-time push notifications for approvals, reminders, and critical updates.
Automated breach detection and notification system with incident logging.
GPS-based geofencing, staff location map view, and location enforcement for field teams.
Capture staff GPS coordinates at time clock events for accountability.
Your team and your clients can access what they need from any device.
Everything your team needs in the field.
Clients can view their dashboard, enrollments, referrals, and communicate.
Self-service web portal with magic link authentication and MFA.
Join nonprofits that are spending less time on admin and more time on their mission.
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