Finance teams

Giving records and finance workflows with cleaner accountability.

Finance teams can manage donations, campaigns, accounts, transactions, billing, and reporting while keeping sensitive data behind appropriate roles.

Church finance dashboard with giving and account summaries

Finance Tools

Donations

Review giving records by member, fund, branch, amount, date, payment method, and status.

Giving campaigns

Create project-based giving for missions, buildings, outreach, benevolence, and special services.

Accounts

Track church accounts and balances for a clearer finance operating view.

Transactions

Keep finance movement organized with searchable transaction records.

Billing

Admins can review plan status, billing details, and subscription-related limits.

Exports

Export data for finance review, reporting, reconciliation, or backups according to role access.

Finance Controls

Use finance roles

Keep donation and account records away from general ministry access.

Separate pastoral notes

Do not mix giving details with care notes or sensitive prayer records.

Review reports regularly

Use campaign and donation summaries for stewardship planning.

Protect exports

Handle exported finance files with the same care as the dashboard records.