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Increase fund transparency within your organization with automated reporting.


Reduce phone calls and emails by providing online access to reports and fund balances directly to internal stakeholders.

Balance’s Department Module allows the Business Office to provide report-only access for specific funds or groups of funds, both endowed and expendable*, to staff, administrators, Development and others. For one annual cost, an organization can provide greater transparency and timely reporting to an unlimited number of users, all while keeping control of the numbers within the Business Office. Department Module users cannot edit, add, or modify any data or financial information. This module can be configured with Single Sign-On for members of InCommon, and can be customized with your logo and colors so that it looks like an extension of your organization’s website.

* Required Expendable Module subscription.


Contact us today to learn more about how the Department Module can save time you time and phone calls.

Each day I’m addressing questions regarding our Endowment/Portfolio. A donor, development officer, President, Finance Committee Chair, or the Investment Committee are asking questions of the same data but from a different perspective. With Fundriver, the answers are at my fingertips and immediate. There is no other software for fund accounting that can match Fundriver for its comprehensiveness and ease of use.

– Carl J. Young, Director of Finance, Chewonki Foundation