Financial business software for nonprofits

Manage your finances with ease and focus on what truly matters – your mission.

After over 20 years as a leading business and accounting solutions provider to not-for-profit organisations in New Zealand, we know that to maximise impact, you need the ability to see what’s happening across your organisation in real-time, both in terms of financial performance and outcomes.

With tight budgets and a need to diversify funding streams, charities, social services and not-for-profit organisations - both big and small - need to make their money work harder to support their top priorities.

A powerful financial platform is the foundation to help you improve productivity, collaboration and customer service.

Do more good work with our flexible, user-friendly solutions.

Transform social services and nonprofit finance by using data to improve outcomes and effectively communicate your mission's impact.

Finance transformation is not really about technology. It’s about your mission — and how to make the right decisions to achieve the greatest impact. Your financial data provides the roadmap to drive those strategic choices.

Here's how our software for nonprofits can help...

Trust Through Efficient Cost Management

Smart cost management builds trust with stakeholders, showing responsible financial management and maximising community impact through resource optimisation.

Delivering Projects on Time and on Budget

Simplify project planning, tracking, and billing to ensure on-time, budget-friendly delivery, maximising efficiency.

Simplified Budgeting and Forecasting

Access easy-to-use forecasting and budgeting systems tailored to your business needs. Effortlessly adjust to changes with expert guidance and customisable templates.

Enhanced Insight with Business Intellingence Dashboards

Access a set of BI dashboards made by the BES team, offering detailed views of financial and operational data designed for social service organisations. Empower informed decision-making and strategic planning.

Streamlined Operations with Workflow Solutions

Utilise BES's advanced workflow systems to enforce standardised business processes, enhancing efficiency, consistency, and productivity across your organisation.

"The training of the data capture solution was particularly effective. Together, the Payables Workflow package and Document Processing Service (DPS) save us so much time. Thanks to the DPS extracting data from supplier invoices, manual invoice entry is a thing of the past."

- Bronwyn McRostie, Community Living Financial Accountant

FAQs

How does BES address the cost control requirements of not-for-profit organisations?

We provide a solution that combines project job costing, purchasing workflow, and funds availability features to ensure detailed cost control for nonprofit organisations.

This solution allows organisations to track costs at a granular level, surpassing the limitations of general ledger cost accounts. For example, our customer Community Living Trust can track vehicle costs, including petrol and maintenance expenses.

With BES, nonprofit organisations can effectively track costs and manage their limited funds.

How does Sage 300 ERP Project and Job Costing benefit project managers?

Sage 300 ERP Project and Job Costing simplifies cost control and planning, allowing project managers to efficiently manage estimating, tracking, costing and billing of projects.

It provides automated project and job costing, flexible estimates, billing, and profit recognition, and tight integration with other Sage 300 ERP modules.

The solution offers comprehensive reports and inquiries, empowering users with detailed, summary, and exception reports. Additionally, it ensures secure business integrity, protecting vital data.

With Sage 300 ERP Project and Job Costing, project managers can effectively track costs, enhance efficiency, and maintain profitability throughout their projects.

What services does the BES team provide for budgeting and forecasting?

Establishing an agreed budget and providing forecasts can be a complex requirement. The BES team can help customers with accessing data, providing templates, Excel access, and migrations for creating annual budgets and setting up forecasting environments.

How can dashboards help non-profit organisations with their decision-making process?

Dashboards created by the BES team offer visually appealing displays of financial and operational data.

These dashboards eliminate the need for numerous spreadsheets and provide real-time access from anywhere.

They enable non-profits to gain insights into critical business issues, make informed decisions quickly, and avoid spreadsheet errors.

The BES team can customise dashboards to meet the specific data needs of non-profit organisations, facilitating better decision-making and future planning.

What workflow solutions does BES offer?

BES offers workflow solutions that can be configured to match your business processes, including delegated authority approval levels.

Examples of workflows include controlling the addition of new customers and vendors, establishing a workflow for changes to vendor bank account numbers, approvals workflow for vendor payments, approvals workflow for supplier invoices, and approvals for purchase requisitions.

The benefits include enforcing standard business processes, reducing training time for new users, identifying data entry errors before it is too late, and reducing fraud opportunities.