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Formation features

Finances & fundraising

Organize accounts, fundraisers, donations, expenses, adjustments, and reporting around your team.

Keep your program’s finances in view.

Organize accounts, fundraisers, donations, expenses, adjustments, and reporting around your team.

What you can do

  • Follow account activity in the ledger
  • Manage fundraisers and contributions
  • Review and export financial reports

Put it to work

Start with the finances & fundraising guide for prerequisites, steps, and troubleshooting.

Availability

Available actions depend on your hub, role, and organization subscription. See Pricing for the app’s current plan comparison and the user guide for workflow-specific requirements.

It’s your time

Your next week. All together.

Get started