Documentation Matching
Organized records for compliance and peace of mind.
1
Upload Documents
Receipts for expenses, checks for income, emails for pledges, grant agreements.
2
Categorize Properly
Select account, class, and customer for each transaction.
3
Meet Grant Requirements
Demonstrate 75-80%+ spending thresholds required by funders.
4
Maintain Compliance
Provide proof for grants, donors, and audits.