Casebook PBC Empowers Nonprofits With New Funding Tracking Feature
Casebook PBC, a provider of human services software, is unveiling its Funding Sources Tool to streamline critical case management data for easier funding reporting and transparency. This new feature effortlessly integrates with popular accounting platforms like QuickBooks and Xero, ensuring that nonprofits can easily monitor spending, remain compliant, and generate essential reports needed to secure ongoing funding.
“Securing the grants necessary to operate is challenging for nonprofits in any environment, but is particularly difficult when times are tough, and resources are limited,” said Tristan Louis, president and CEO of Casebook. “Customers have increasingly asked us to help them by integrating the ability to track and report funding allocations in Casebook, something many organizations currently still do in Excel and on paper, making it difficult to attach dollars spent to appropriate funding sources. This new feature allows users to seamlessly tie services to funding, keep notes, and categorize spending to accurately track funding, including any specialized spending or reporting requirements.”
In 2023, charitable donations from Americans reached an impressive $557 billion. Yet, with inflation eating into that generosity, nonprofits need to be more diligent than ever in funds management. Casebook’s Funding Sources Tool provides nonprofits a clear, accurate view of how every dollar is spent, ensuring that funds are used to their fullest potential to benefit the communities they serve.
Features of Casebook’s Funding Sources Tool include:
- Easy Integration: Nonprofits can now easily enter key details—like fund names, amounts, and applicable services—and instantly tie these to client services and case management.
- Quick Fixes: If a service gets assigned to the wrong fund, Casebook flags it, so staff can quickly correct it, keeping everything accurate.
- Smart Budgeting: The tool automatically calculates total spending per fund and shows the remaining balance, helping staff manage budgets more effectively.
- Less Paperwork, More Impact: With a user-friendly interface, staff can quickly access financial data and generate reports, freeing up more time to focus on what really matters—helping people.
- Building Trust: By clearly showing how funds are making a difference, nonprofits can strengthen their relationships with funders, encouraging continued support.
“We are looking forward to using Casebook’s new tool, which will allow us to link services to a funding source, enhancing our ability to track our spending and maintain compliance,” said Rachel Mohr-Richards, Executive Director of Los Alamos JJAB. “It is another tool to help guide us with finances, which will ultimately lead to better outcomes for our clients.”
The preceding press release was provided by a company unaffiliated with NonProfit PRO. The views expressed within do not directly reflect the thoughts or opinions of the staff of NonProfit PRO.
