By industry · Nonprofits

Programmes, donors and grant budgets, with an audit trail a funder can read.

Nonprofits are asked to account for money more carefully than most businesses, usually with fewer tools. WorkBOS runs programmes as projects, donors as a CRM, grants as budgets against real double-entry books, with an append-only audit trail over the money on the Enterprise plan.

Start freeWhat the first week looks like ↓
Free for up to 5 seats · no card required

What usually goes wrong

01

Grant reporting means rebuilding the numbers from receipts and memory.

02

Donor records, programme delivery and the accounts are separate worlds.

03

Volunteers and staff are managed in whatever tool was free that year.

What you get, by name

Every capability below is enforced on the server, not a demo screenshot. Anything that needs a paid plan says so on the card rather than leaving you to find out at checkout.

Programmes as projectsPro and up
Templates, timelines and approvals for the work, with portfolios to group a funder’s worth of it.
Donor and supporter CRM
Contacts, companies, activity history and sequences, in the same workspace as the programme they fund.
Grant budgets against real booksPro and up
Budget versus actual over a general ledger, with restricted funds tracked as their own company if that suits your structure.
An append-only audit trailEnterprise
Covering the money and people tables including invoices, payments, bills, journal entries and role changes, and it names the person rather than saying "someone".
Volunteer and staff recordsPro and up
Onboarding, attendance and leave, with a pay register that posts to the ledger.
Approve-first AI agents
An approve-first AI Chief of Staff that proposes the work and waits for a person to say yes. Every action it takes runs through the same permission checks a human would hit, is recorded against the person who approved it, and can be rolled back in one click. The full append-only audit log you can read back and export is an Enterprise capability.

Your first week

  1. 1

    Set your chart of accounts and enter one grant as a budget.

  2. 2

    Bring one programme in as a project and tag its spend.

  3. 3

    Run budget versus actual and see what the funder would see.

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What you are probably weighing this against

Each comparison opens by saying where the other product is the better choice, because that is the half of a comparison worth reading.

WorkBOS vs OdooWorkBOS vs ZohoWorkBOS vs QuickBooksWorkBOS vs Monday.comThe full matrix

Questions nonprofits ask

Can we track restricted funds?

Through per-company books and budgets against the ledger. Each company keeps its own P&L and consolidates on top, which is how most groups model restricted funds here. Check the structure with your accountant first.

Is there a discount for nonprofits?

Ask. Pricing beyond the published plans is a conversation rather than a page, and we would rather have it than have you assume either way.

How long is our data kept if we leave?

You can export fifty one record types, plus an "export everything" streamed zip with a manifest, at any time. Deletion follows a documented erasure plan rather than an informal promise.

Set it up the way nonprofits actually work.

Start free for up to five seats, or let the Business Architect lay out the whole workspace from a short conversation and show you the blueprint before anything is created.

Start freeMeet the Business Architect

Also worth a look: Finance, Operations and PMO, Leadership