Finance
From the books to the board report.
Keep the books with a double-entry ledger and fund accounting, reconcile your transactions, plan against a budget your board approves, and generate the board report when it’s due.
Everything your board asks for.
See Where You Stand
Income, surplus, cash and months of reserves on one screen, measured against the policy your board set.
Keep the Books
A double-entry ledger with journal entries, opening balances and accounting periods. Keep restricted and designated money in its own fund, with transfers and releases.
Record and Reconcile
Enter transactions by hand or import them, and reconcile against your bank statement with an audit trail behind every entry.
Plan the Year
Build the budget from last year’s actuals, approve and lock it. The forecast uses actuals for closed months and your budget for the rest, and warns you if cash will dip below your reserve floor.
The Statements Your Treasurer Expects
Statement of Activities, Statement of Financial Position, Cash Flows, Fund Statement and Trial Balance, with CSV export.
Generate the Board Report
Produce the board pack from your own figures, with the commentary written for you, as a PDF or Excel file.
One sign-in. One set of permissions.
Finance works on the same people and the same records as the rest of Tara.OS.
Less time managing the details. More time moving the mission forward.
Tell us about your church and the systems you run today. We’ll be in touch regarding what’s ready and what’s coming to Tara.OS.
Rather write? hello@tara-platform.com reaches a person.