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AfterPenny for Organizations

Program budgets your board can actually read.

Track money by program and by purpose, control who can see and change what, and review every import before it lands on the books.

How it thinks

Small organizations don’t have a finance department keeping the books current. The software has to be useful anyway — and honest about what it had to assume.

Reconstruct, then judge.

An account nobody has reconciled since last quarter isn’t a mystery. AfterPenny rolls it forward through the grants, dues and recurring bills it already knows about, and judges the reconstructed balance — not the frozen one.

Honest about the guess.

When a figure was inferred rather than imported, the report says so. A treasurer presenting to a board needs to know which numbers are solid and which are the software’s best estimate.

It never moves your money.

AfterPenny has no payment rails and never will. It reads your books and advises on them. Nothing it does can move a dollar out of your accounts.

Purpose tracking

Money arrives with intent attached. AfterPenny keeps it attached.

Restricted, unrestricted, designated — the reason a dollar came in is part of the record, not a note in someone’s memory. So when a board member asks whether you can spend the grant on the roof, the answer is in the ledger.

Purpose sits alongside program, not inside it. A single program can hold restricted and unrestricted money at once, and the rollup keeps them distinguishable all the way up.

What you get

  • Programs

    Every program gets its own budget and its own ledger, rolling up into one organizational picture.

  • Plan

    Set targets per program per month, with carryover that reflects how grants actually behave.

  • Review

    An import queue with a human in it. Nothing hits the books until someone approves it.

  • Accounts

    Bank, cash and card accounts in one ledger, each with a freshness marker.

  • Members & access control

    Managers, contributors and viewers, scoped per organization and enforced on the server.

  • Invites

    Bring a treasurer, a bookkeeper or a board member in with the access they need and no more.

  • Treasury rollup

    The whole organization on one page — the view your board actually asks for.

  • Import

    CSV, OFX/QFX and Excel, with duplicate detection that survives messy bank exports.

Plans

Your organization's books are private and encrypted on every plan.

Paid plans are coming. The honest analysis is on every plan, free included — live bank connections are what you’re paying for, because they’re what cost us money.

Free

  • Up to 3 programs
  • Core budgeting
  • Transaction import

Pro

  • Everything in Free
  • Unlimited programs
  • Live bank connections
  • Advanced analytics

Premium

  • Everything in Pro
  • Dedicated performance as you grow
  • Priority support
  • Early access to new features

Set up your organization.

Create an organization, pick your programs, import a few months of history, and see the rollup your board has been asking for.

Get started