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Financial management software
Charity Accounting Software for UK Finance Leaders
With over 25 years of experience, Access Financials charity accounting software streamlines operations, cuts administrative costs and ensures every pound is spent where it matters most.
Our software automates SORP-compliant processes including SOFA reporting, Gift Aid and VAT handling and improve financial transparency.
Free up time for strategic planning and gain real-time visibility across all your funds.
10,000+ Not For Profit professionals use our charity financial management software
"Access has saved us more than 200 hours each month, equating to £50,000 per year."
Says Atafford Cruse, Head of Finance at Church Mission Society
Wave goodbye to inefficient systems, reporting challenges and lack of confidence in your data. Say hello to streamlined processes, accurate data, insightful analytics and easy reporting. Meet your legal obligations with our charity finance system for non-profits, churches, and more.
Start your success story, just like Church Mission Society, that saved £50,000 per year with our accounting software for nonprofits.
The Reality for Charity Finance Leaders
UK charity finance teams face growing pressure to deliver more with less. Our 2025 survey "The Missing Middle" found:
- 44% of charities plan to switch finance software within 5 years
- 20 hours are lost monthly on consolidating fragmented data
Your Daily Challenges:
- Trustee expectations: Real-time insights, not just historical reports
- Compliance complexity: SORP, Charity Commission returns, partial VAT exemptions
- Fund management: Dozens of restricted funds with different terms
- Resource constraints: 60% of time spent on manual data consolidation
- Audit pressure: Weeks of prep across disconnected systems
Discover The Finance Software That Works for UK Charities
Automatic SORP & Charity Commission Compliance
- One-click SOFA generation
- Restricted fund breach prevention alerts
- Direct Charity Commission return mapping
- Built-in Gift Aid automation (R68 compliant)
- VAT partial exemption handling
- Complete audit trails for every transaction
Multi-Dimensional Fund Management
- Unlimited restricted, unrestricted, and designated funds
- Multi-dimensional reporting (Fund × Project × Cost Centre)
- Automated allocation rules
- Controlled inter-fund transfers
- Real-time fund balance monitoring
Transform Board Reporting
- Live KPI dashboards with trustee access
- Automated reserves monitoring against policy
- 13-week rolling cash flow forecasts
- Multi-entity consolidation in minutes
- Integrated narrative and financial reporting
Integrated Planning & Analysis
- Multi-year budgeting across income streams
- Rolling forecasts based on actuals
- Cost allocation modelling
- Activity-based sustainability monitoring
Month-End in Days, Not Weeks
- Automated bank reconciliation with direct feeds
- Batch processing for hundreds of transactions
- Automated accruals and recurring journals
- Exception reporting focus
- Workflow automation for routine tasks
Empower Your Entire Finance Team
- Self-service reporting for budget holders
- Mobile approvals for remote working
- Controlled data entry for project managers
- Two-way Excel integration
Integration with Charity CRM, Donor Management & Grant Systems
- Native Access integrations with Access Charity CRM, PaySuite, and Expense Management
- External system connectivity for donor management platforms, fundraising tools, and grant tracking software
- Automated data flows from donation processing and CRM directly into financial records
- API flexibility to connect with your existing charity technology stack
- Single source of truth across all revenue streams and fund management
- Complete audit trails maintained across all integrated systems for compliance
How Access Financials Transforms Your Charity
Access Financials provides instant consolidation across all your sites and entities. Whether you're managing a care home group, NHS trust, or multi-site healthcare provider, you can see your complete financial position in real-time. No more waiting for month-end to understand performance.
Integrated Compliance & Reporting
Built-in templates for NHS returns, CQC submissions, and SORP reporting save weeks of preparation time.
Automatic audit trails and approval workflows ensure you're always inspection-ready. Generate statutory accounts, management reports, and KPI dashboards without manual intervention
Connected Finance & Operational Systems
Seamless integration with Access Charity CRM, donor management platforms, fundraising tools, and grant tracking systems.
Automated data flows eliminate manual entry between donation processing, CRM, and financial records whilst maintaining complete audit trails for Charity Commission compliance.
Automated Billing & Income Management
Simplify complex billing across NHS contracts, local authorities, and private payers. Automated invoice generation, payment matching, and debt management reduce administrative burden by up to 40%.
Handle partial payments, top-ups, and third-party contributions with ease.
AI-Powered Financial Intelligence
Access Evo brings AI assistance to charity finance with intelligent alerts about budget variances, automated invoice coding suggestions, and predictive cash flow analysis.
Ask natural language questions about your finances and receive instant insights, all within a secure, GDPR-compliant environment.
Process Performance: Manual vs. Automated
Over 10,000 Not For Profit professionals use our charity accounting software to save time and achieve even more
Access Evolve: Complete Digital Transformation for Charities
For charities seeking more than finance software, Access Evolve offers a unified cloud-based platform combining:
- Access Financials for accounting
- Access Charity CRM for donor management
- Access PaySuite for payments
- Access Expense for spend control
Why Choose Access Evolve for Your Charity?
Secure Cloud-Based Platform: Enable staff, stakeholders, trustees and volunteers to submit data, complete tasks, action approvals and view relevant reports remotely and securely - perfect for distributed charity teams and remote working.
Enhanced Audit Compliance: Beyond standard accounting, Evolve provides comprehensive audit trails for all transactions across your systems. Track public and donated funds with designated authority levels and approval procedures that safeguard proper use of funds across every department.
Seamless Integrations: Two-way Microsoft integration enables easy creation of management reports using familiar Excel templates. Connect Access Financials with Access Charity CRM for donor management, Access PaySuite for payment processing, and Access Expense for complete spend control - all with single sign-on convenience.
Ready to transform the way your organisation works?
Get in touch today, our experts will help you find the best solutions for all your requirements.
Book a demo
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Charity accounting software FAQs
What is charity finance software?
Charity finance software for senior finance leaders is specialised technology that goes beyond basic bookkeeping to handle:
- Multi-dimensional fund accounting with unlimited restricted funds
- SORP-compliant statutory reporting including automated SOFA generation
- Complex grant management across multiple funders with different terms
- Consolidated reporting for multi-entity charity groups
- Strategic planning tools including scenario modelling and reserves management
- Trustee-ready dashboards and narrative reporting
How quickly can we implement Access Financials?
Implementation timelines depend on complexity, but typically:
- Simple single-entity charity: 8-12 weeks
- Multi-entity group: 12-16 weeks
- Complex group with trading subsidiaries: 16-20 weeks
All implementations include data migration, training, and parallel running options to minimise risk.
Will Access Financials integrate with our existing systems?
Yes. Access Financials provides:
- Direct integration with Access CRM, PaySuite, and other Access products
- Open APIs for fundraising databases
- Bank feed connections with all major UK banks
- Two-way Excel integration for flexible reporting
- Import/export tools for data exchange
How does Access Financials ensure SORP compliance?
Compliance is built into the system architecture:
- Chart of accounts pre-configured for SORP categories
- Automatic SOFA and notes generation
- Updates applied automatically when SORP changes
- Charity Commission return formats included
- Audit-ready reports with full transaction trails
Is there free accounting software for charities?
Yes, there are free accounting software options for charities, but many are limited in functionality. Our affordable charity accounting software is tailored for UK charities, providing greater features like audit trails, fund accounting, and real-time reporting.
How do I choose the right accounting software for my charity?
When choosing accounting software for charities, look for features that cater to your charity's size, complexity, and regulatory requirements. Consider scalability, ease of use, and whether the software allows for integration with your existing systems.
What makes Access charity accounting software different from others?
Our software is specifically built for the unique needs of charities and nonprofit organisations. Unlike general accounting software, our system includes features like fund accounting, project management, and statutory reporting compliance that cater directly to the requirements of UK-based charities. Plus, we provide ongoing support to ensure your charity can continue to grow and thrive.