<!-- Bizible Script --> <script type="text/javascript" class="optanon-category-C0004" src="//cdn.bizible.com/scripts/bizible.js" ></script> <!-- End Bizible Script -->

Best accounting software for charities UK in 2026

Choosing the best accounting software for charities is about more than basic bookkeeping. UK charities must manage restricted and unrestricted funds, comply with SORP, submit accurate Gift Aid claims, and produce clear reports for trustees, funders and the Charity Commission.

The right charity accounting software helps finance teams reduce manual admin, improve financial transparency, and stay compliant.

In this guide, we explore what makes great charity accounting software, how to choose the right solution, and compare leading options available to UK charities today.

8 minutes

Written by Joanne Farragher, Accounting software expert .

What is charity accounting software?

Charity accounting software is designed specifically to support the financial and regulatory needs of not‑for‑profit organisations. Unlike standard business accounting tools, it enables charities to track restricted and unrestricted funds, produce SORP‑compliant reports, manage Gift Aid claims, and demonstrate accountability to trustees and funders.

The best accounting software for charities also supports audit readiness, multi‑project reporting, VAT and payroll compliance, and integrations with fundraising and donor management systems, helping charities operate efficiently while meeting UK regulatory requirements.

Benefits of accounting software for charities

Using specialist charity accounting software delivers practical benefits across the organisation:

  1. Clear visibility of funds - Track restricted and unrestricted income with confidence and avoid misallocation
  2. Simpler trustee and funder reporting - Produce SOFA, SORP and management reports quickly
  3. Accurate Gift Aid management - Automate claims and reduce the risk of HMRC errors
  4. Stronger financial controls - Approval workflows and audit trails improve governance
  5. Reduced manual admin - Automation frees finance teams to focus on insight rather than data entry
  6. Scalability - Support growth in projects, income streams and organisational complexity

What is the best accounting software for charities in 2026?

There are a number of providers to consider, so narrow down the options to those that focus in on your sector. This way, you’ll have a good chance of finding a solution that more closely fits with your needs now and going forwards.

We’ve looked at the three best accounting software providers for charities and provided a quick summary to help you compare.

The Access Group

With 25+ years of supporting non profit organisations, Access accounting software for charities is proven to simplify accounting processes. It covers the full finance cycle and including fund accounting, core ledgers, partial VAT, audit, corrections, reporting and more.

You can also enjoy additional options such as expense management and workflows. These features make this comprehensive solution is a market leader.

Sage

Sage offers cloud-based accounting software designed for trusts, charities and non profits. This includes weekly and monthly budgeting, donations, quarterly summaries and year end accounts. Other important features include automated admin tasks, transaction and donation reconciliation, and a mobile app.

Xero

Organised via a dashboard, the Xero accounting package for charities includes all the functionality you would expect. This includes cash in and out, expenses management, reporting, and online payroll. There is also an app that staff can use to monitor spend whilst out and about.

Common features of the best accounting software for not for profits

Whilst you’re evaluating what is the best accounting software for charities – and what might best suit the specific requirements of your not for profit – look out for these common features.

Cloud-based software

Have you have considered moving to the cloud? Learn how much of a difference cloud-based accounting software could make to your charity. By allowing staff, stakeholders, trustees and volunteers to submit data, complete tasks, action approvals and view relevant reports remotely and securely - everyone can work from wherever they are and on whatever device they’re on. Total flexibility.

Revenue sources and SORP compliance

The best charity accounting software packages are designed for ease of SORP compliance. Your staff won’t need to spend hours and hours trying to analyse income and expenditure across multiple fund streams.

Automatic expenses and receipt scanning

It’s likely your staff won’t enjoy manually entering data from their receipts and compiling their expenses claims. Some charity accounting software solutions include receipt scanning which speeds the whole process up and boosts accuracy.

Integration with HMRC

Imagine how much easier it would be to automate payroll and VAT submissions to HMRC. The good news is that with a modern charity accounting software solution: you can! It’s common for the latest iterations to integrate with HMRC and meet your Making Tax Digital requirements.

Integration with existing systems

Already using CRM, a membership solution, or a platform for fundraising? Then it will be helpful to assess any new charity accounting software on its ease of integration with what you currently have in place. Any charity accounting software provider worth their salt will be able to advise you on how this might work.

Optional add-ons

While some functionality may be common, not every charity accounting software package is the same. Consider add-on functions that might be useful for your organisation, such as:

  • Automated purchase order
  • Invoice entry automation
  • Expenses management
  • Credit card approvals

Switching finance software? Get the answers to questions a Not-For-Profit CFO might ask

Things to consider when choosing the best charity accounting software for your organisation

When selecting charity accounting software, it’s important to assess both current needs and future growth. Key considerations include:

  • Fund structure: Do you need detailed restricted and unrestricted fund tracking
  • Compliance: Does the software support SORP, Gift Aid and UK VAT requirements?
  • Reporting needs: Can you easily report to trustees, funders and regulators?
  • Ease of use: Will non‑finance users need access to financial information?
  • Integration: Does it connect with fundraising, CRM or payroll systems?
  • Scalability: Will the software still meet your needs as the charity grows?

Choosing the best accounting software for charities means balancing compliance, usability and long‑term value.

We are very pleased with the support provided by Access when we need it, it is really nice to have someone on the other line when you need help. And our Account Manager is always honest with us so we are very happy with Access and we have recommended their solutions to at least 3 others.

Liz Wilson Director of Finance and Operations at Tenovus

Charity accounting software packages

Looking at the ‘big picture’ is a key part of deciding on which provider you go with for your new charity accounting software.

Once you’ve made that first step, you’ll need the time for assessing various levels of functionality and what support to include.

Choosing the best charity accounting software package for your specific needs will mean going a level deeper. Assess what your staff will use and how much the system needs to deliver to make their jobs easier.

Below are the Access charity accounting software packages which give an idea of what you can expect.

Charity accounting packages and prices

From core finances to purchasing and expense management, take a look at our packages for not for profits.

Terms and conditions apply. Minimum number of users applies. Minimum contract term applies.

Core package

Charity finance package

From

£139

(From £139 per user per month)

Get a quote

All core features

  • Minimum 5 users
  • Single Organisation and Single Currency
  • Core Ledgers
  • Fund Accounting
  • Statement of Financial Activities
  • Partial VAT
  • Making Tax Digital (MTD)
  • Audit and Security
  • Corrections
  • Up to 5GB document storage
  • Microsoft Office Integration
  • *Multi-currency
  • *Supplier Bank Detail change approval
  • *Project and Grant Accounting
  • *Sales Invoicing
  • *Additional Trading Entities
  • *Fund Manager Analytics
  • *Budget Holder Analytics
  • *Financials Analytics
  • *Purchasing Analytics
  • *Advanced reporting

Add on

Purchase order management

From

£37

(From £37 per user per month)

Get a quote

Add these features to your core package

  • 20 Purchase Ordering and Invoice Approval users
  • Workflow Purchasing and Approvals
  • Purchase Invoice Register
  • Mobile app for Purchase Order and Invoice Approval
  • Reporting
  • Enquiries
  • Automated Invoice Capture with Optical Character Recognition (OCR)
  • Automated entry of Purchase Invoices
  • 1,200 Purchase Invoices per annum

Add on

Expense management & mobile app

From

£6

(From £6 per user per month)

Get a quote

Add these features to your core package

  • Access Expenses Management
  • 10 Expense Users (workflow driven)
  • Out of Pocket Expenses
  • OCR Receipt Capture
  • Credit Card Allocation and Approvals
  • Mobile app
  • Expense Analytics

Next steps

Are you ready to find out more about charity accounting software and what it can do for your organisation? Check out the links below and choose your next step.

Explore our charity accounting software further or book a demo to see the software in action so you can see if it's the right fit for your organisation.

Commonly Asked Questions

Can finance management software handle different types of funding?

Yes. It supports separate tracking and reporting of restricted and unrestricted funds, helping organisations meet compliance standards and donor expectations.

Can accounting software support hybrid or remote finance teams in the charity sector?

Yes. Cloud-based charity accounting software enables secure access from anywhere, allowing finance teams, trustees, and volunteers to collaborate and manage approvals, expenses, and reports remotely.

How does charity accounting software support ESG and sustainability goals?

By digitising finance processes, reducing paper-based workflows, and improving resource allocation, accounting software contributes to operational sustainability. It also enables better tracking of project impact and fund usage aligned with ESG objectives.

Can the software accommodate an increase in the volume of transactions as our charity grows?

Access finance software has been developed specifically to accommodate an increase in the volume of transactions as your charity grows. You can add on features and products to meet the evolving needs of your organisation without compromising on performance or efficiency.

Can Access provide references of other Not-For-Profit organisations using the software, along with their success stories?

Of course! Discover how UK-based charities and NFPs are using Access finance software to drive success and make a difference in the world on our Testimonials and Case Studies page.

What makes Access better than standard business accounting software for charities?

Standard business accounting software is designed for profit‑driven organisations and often lacks the specialist functionality charities require. Access is different because it is designed specifically for the charity sector.
Access supports fund accounting, charity‑specific reporting such as SOFA, approval workflows for governance, and compliance with UK charity regulations. This ensures finance teams can meet trustee, funder and regulator requirements without relying on spreadsheets or manual workarounds.

Is Access accounting software suitable for charities with complex fund structures?

Yes. Access is particularly well suited to charities with complex fund structures, multiple projects or departments, and varied income sources. The platform provides detailed visibility and control over restricted and unrestricted funds, helping charities ensure money is used exactly as intended.

Is Access accounting software suitable for medium and large UK charities?

Access is especially well suited to medium and large UK charities that require robust financial controls, advanced reporting and strong governance. Charities with multiple stakeholders, trustees and funding obligations benefit from Access’s structured workflows, visibility of funds and compliance‑focused design.

Proud to support many organisations

Explore our charity accounting software