Income
Easily manage and view your association’s different sources of income — donations, membership fees, sales, grants and project funding — from a single interface.
All the tools to manage your finances in one place
Management, accounting, directory and reporting: bring the data and tools that support your association’s mission into one environment.
Management
Expenses
Collect supporting documents for all types of expenses in one tool: email, approved platform, card payments, expense claims, mileage allowances and more.
Banking
Automatically retrieve bank transactions to monitor cash flow in real time and simplify reconciliation between accounting and financial data.
Budget
Prepare and monitor your association’s budget, track commitments and produce detailed project reports using analytical dimensions.
Accounting
Entries
Enter accounting entries manually or generate them automatically from imported documents.
Checks
Check balances, identify discrepancies and prepare summary reports from the trial balance.
Financial statements and management balances
Your balance sheet, income statement and intermediate management balances are updated in real time from the tool’s accounting and financial data.
Allocation rules
Set accounting allocation rules to save time wherever possible.
Directory / CRM
Contacts
A centralised, segmented database to track interactions with the people, groups and organisations connected to yours.
Mail merge
A mail merge tool connected to your association’s data to send general meeting invitations and tax receipts, communicate with the board and report to funders in just two clicks.
Payment certificates
Create and automate payment certificates from your workspace for paid membership fees and received donations.
Reporting / Compliance
Dashboards
Your dashboards are customisable and updated in real time from your organisation’s data, giving leaders and funders reliable, structured information to make better decisions.
Integrations and API
Our integrations make it easy to retrieve and centralise data in your Theoasso environment. A documented API is also available to build your own integrations.
Tax receipts and compliance
Create and send tax receipts using the tax authority’s templates and set threshold alerts to help meet applicable regulations.