Posio helps nonprofits improve budgeting, cash planning, bookkeeping, payroll, board reporting, operational workflows, and financial accountability—giving teams more capacity to focus on the people and communities they serve.
Mission-driven teams are stretched across too many responsibilities. Reporting is late, budgets are complex, restricted funds add rules, and the board needs answers the current systems cannot produce quickly.
One person—or a fraction of one—carries bookkeeping, payroll, and reporting.
Financials close weeks late, so decisions are made on old information.
Program budgets, grants, and restricted funds require discipline the tools do not enforce.
Board packets are rebuilt by hand every cycle in inconsistent formats.
Data lives in spreadsheets, inboxes, and disconnected systems.
Timing of grants, pledges, and program expenses is difficult to project.
Posio provides the finance leadership, day-to-day bookkeeping, and operating systems a nonprofit needs—without adding several full-time roles to the payroll.
Annual budgets, rolling forecasts, and cash planning across programs and funding sources.
Monthly close, reconciliation, payroll coordination, AP and AR workflows.
Consistent packets and dashboards prepared on a predictable cadence.
Reporting by program, fund, and grant so leadership sees where money is working.
Workflows and documentation that keep restricted funds handled correctly.
CRM setup and cleanup so relationships and giving history stay reliable.
Automate reminders, approvals, data movement, and repetitive administrative work.
Approval thresholds, segregation of duties, and reconciliation discipline.
Documented procedures and role-based training so the system survives turnover.
The goal is a finance and operations function the board trusts and the staff can actually run.
Clean records, documented controls, and reporting that stands up to scrutiny.
Consistent dashboards and packets delivered on time, every cycle.
Budget-versus-actual tracking by program, fund, and department.
Less manual administration, more staff time on program work.
Tell us how your finance and reporting work today. A partner will review it personally and outline the first practical improvements.