Finance
Every dollar is an act of trust. Steward it well.
Financial transparency isn't a luxury—it's a responsibility. Forge gives you audit-ready records, real-time fund visibility, and the confidence to share numbers with your congregation.
100% Audit Trail
Every transaction logged and traceable
Real-Time Fund Balances
See where every designated dollar sits
One-Click Reports
Leadership summaries ready in seconds
Built for trustees and treasurers
Fund Tracking
Monitor designated and general funds with real-time balances. No more spreadsheet reconciliation.
Donor Management
Complete giving history, pledges, and engagement tied to each donor profile.
Automated Statements
Generate contribution statements year-round. Donors can access their giving history 24/7.
Custom Reports
Build any report you need. Filter by fund, date, category, or giving pattern.
Multi-Fund Allocation
Split gifts across multiple funds in one transaction. Track restricted and unrestricted giving.
Export-Ready Data
Export to Excel or your external accounting software in one click. Or skip the export — Forge has full GAAP/ASC 958 nonprofit accounting built in.
The difference clarity makes
Before Forge
- ✗Reconciling transactions manually every month
- ✗Donor records scattered across spreadsheets
- ✗Audit panic when leadership asks for reports
- ✗Accountant frustrated by messy data exports
- ✗Donors can't see their own giving history
After Forge
- ✓Real-time dashboard of all funds and balances
- ✓Unified donor profiles with complete history
- ✓Audit-ready always. Reports in seconds
- ✓Clean exports your accountant actually loves
- ✓Donors access statements anytime, anywhere
See your finances at a glance
Real-time dashboards that give leadership confidence and transparency.
Questions about finances
Financial clarity starts here
Stop worrying about reconciliation. Start stewarding with confidence.
Explore by role
See how Forge works for your specific role