Best practice finance tech

Decoration

We know NFP tech.

With decades of experience, we’ve learned which options work best for non-profits (and which ones don’t).

Our recommended tech stack is designed for non-profits.  

We’re constantly evolving as new tech emerges. We guarantee that our recommended systems are the best options, for your context, for today’s needs.

Why move to our recommended stack?

Let us help you implement the whole stack, or select systems within. Either way, you’ll see results that speak for themselves:

  • Maximise process efficiencies and reduce manual errors – improving accuracy, compliance & transparency
  • Modernise antiquated systems, so you're aligned with current industry best practice
  • Adopt systems that promote analysis of financial performance, to help you make better decisions
  • Plug into tech that’s part of an online ecosystem, where integrations are seamless and reliable
  • Automate those tedious manual processes, so your Finance Teams can spend more time doing what they do best

Let’s face it, tech change can be daunting. Our processes are tried and tested - we’ve managed hundreds of transitions for orgs just like yours!

When you engage Purpose, we manage all the details for you. We’re experts at project and change management, so you can relax knowing that implementations will be smooth, and daily operations will keep running without a hitch.

Our recommended systems

Let us help you implement the full stack below, or select systems within:

  • Transition to Xero: the #1 accounting system for non-profits 
  • Implementing Dext & Weel: our top choices for NFP expense management
  • Calxa + the Purpose reporting pack: powerful Cloud-based tech, plus our 'Purpose-designed' reporting pack (best practice for NFP management info)
  • Employment Hero implementations: streamlining payroll operations

Transition to Xero

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Why do we recommend Xero for non-profits?

For smarter, faster financial management, through:

  • Seamless integrations with 1,000+ apps, including  HR, finance & CRM systems
  • Direct ATO connectivity for BAS lodgements and Single Touch Payroll
  • Integrated reporting tools for clear, relevant financial insights
  • An employee portal to manage leave requests
  • Integrated superannuation payments
  • Secure, always up-to-date cloud hosting
  • Automation that boosts efficiency and reduces manual work from your Finance Team

As an official Xero Gold Partner, we've led hundreds of successful implementations, so you can be sure of a smooth transition.

Implementing Dext & Weel

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Why do we recommend Dext for non-profits?

  • An award-winning system that automates finance document processing and expense management
  • Users can upload receipts, invoices and bank statements – Dext extracts relevant data and pushes it into your accounting system
  • Minimised paperwork, reduced manual data entry and optimised efficiencies
  • Automating robust record keeping & controls (with nuanced controls and delegations)
  • More transparent tracking of spend, with invoice attachments for all transactions in your accounting system (auditors love this!)

As a Dext partner, we've managed transitions for many years now. Reach out to us today to start your journey.

Why do we recommend Weel for non-profits?

Like Dext, Weel offers similar benefits for non-profits by automating expense management, optimising efficiencies, and providing robust approval flows.

Weel also offers extra benefits, for organisations that need:

  • Virtual debit cards - saving time in traditional bank sign-ups for debit cards (and no more card-sharing amongst individuals)
  • Faster staff reimbursements with instant processing

As an official Weel partner, we're well equipped to help you manage this change, and maintain your daily operations without a hitch.

Calxa + the Purpose reporting pack

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Looking for high impact financial reporting?Struggling to find meaning in the numbers?

Let us help you make informed decisions, to increase your social impact.

We offer project services that combine a move to Calxa software + the bespoke Purpose reporting pack. Key benefits of this combo:

  • Superior quality of financial information available to Boards and management teams, supporting strategic decision-making
  • Automation and integration, to produce intelligent budgets and reporting in the fastest time possible
  • Capacity building - we train your Finance team to understand the reports and produce them in-house

Why do we recommend Calxa?

Calxa makes financial reporting effortless and impactful with:

  • Seamless Xero integration
  • One-click ‘bundles’ (multiple reports) to save time for Finance teams
  • Flexible chart of accounts grouping for tailored reports - from high-level Board summaries to detailed Manager insights
  • Powerful budget management and cashflow forecasting
  • Multi-user access for easy team collaboration
  • Export options to PDF or Excel for quick sharing

As an offical Calxa partner, you can rest assured that we're well qialified to lead your implementation.

What is the Purpose reporting pack?

Calxa works best when combined with our specially crafted Purpose reporting pack.  

This pack has been refined over time, based on our deep sector knowledge, and the experience we’ve gained in exclusively serving non-profits. 

Reporting bundles are created for both your Board and management team, to report against budget, with comparisons to last year, and cashflow forecasting.

Employment Hero implementations

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Why do we recommend Employment Hero for non-profits? 

We recommend this product for non-profits that want:

  • Greater connectivity between HR & payroll - both modules integrate seamlessly when implemented together
  • To systematise and automate HR functions (reducing the risk of errors)
  • To improve access to HR records and onboarding/offboarding processes
  • To provide a dynamic staff rostering solution
  • Award or Enterprise Agreement calculations built into the payroll system, dynamically updated for Award changes
  • An improved ability to allocate staff costs across multiple cost centres/projects

Generally, this software is better for non-profits with:

  • More than 20 staff (or plans to grow in future)
  • Considerable complexity in payroll

As an offical Employment Hero partner, you can trust us to ensure your implementation is smooth and hassle-free.

How we manage tech change

We know that every non-profit’s journey is different, so our approach is designed to meet you where you are.

With collaboration, care, and clarity, we’ll guide you through change and help you focus on making the biggest impact.

With every tech change project, we:

  • Meet with your Executive team to understand your organisational context
  • Collaborate with your Finance team on the nuts and bolts
  • Lead your implementation, from start to finish
  • Train your staff. New systems are only as good as the humans that use them, so initial user support is key to successful transitions.

We...

Lead

Openly sharing ideas and challenging the status quo, to help clients reach their goals

Collaborate

Forming trusted relationships across all layers of our client’s organisation

Inform

Delivering accurate, accessible information, in a timely manner

Empower

Building our clients' capacity, so they can make meaningful decisions for social impact

Begin your journey with us

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