CountCore for nonprofits
Restricted funds checked every day. Every program's true cost in plain sight.
CountCore syncs your QuickBooks daily, prepares your Statement of Activities and functional expenses from the classes you already use, and checks that money given for a purpose is still there — with a licensed CPA reviewing anything that needs judgment.
Spent on programs
65%
The share of total expenses BBB's charity standards look for on program activities. CountCore computes yours from your own books, program by program, every day.
BBB Standards for Charity Accountability, Standard 8
What makes this industry different
Three problems the generic bookkeeper never touches.
2 classes
Restricted money has to still be there
Every gift is with or without donor restrictions, and a restricted gift belongs to its purpose until it is spent on it. When a government reimbursement runs late, restricted cash can quietly cover payroll, and nothing in QuickBooks says so.
FASB ASU 2016-14
Part IX
Form 990 asks where every dollar went
501(c)(3) organizations split every expense across program services, management and general, and fundraising. Rebuilt once a year at filing time, the split is an estimate; kept by class all year, it is a report.
IRS instructions for Form 990, Part IX
35%
Funders and raters read your ratios
BBB's standards look for no more than 35% of related contributions spent raising them, and at least 65% of spending on programs. CountCore shows your program and fundraising spending from your own books before a funder asks.
BBB Standards for Charity Accountability, Standards 8 and 9
The one funders trust you on
Three records. One answer. Checked every day.
Money given for a purpose has to be spent on that purpose, and until it is, it has to still be there. In the demo, the county paid its senior-meals reimbursements two months late: cash stood at $72,400 against $79,175 held for donors' purposes, and CountCore flagged it, with the $111,000 of receivables that will cover it.
Net assets with and without donor restrictions, FASB ASU 2016-14
When cash alone no longer covers restricted money, CountCore names the gap and the receivables that close it — while there is still time to plan around it.
What you get
Built for the work, not renamed for the brochure.
Statement of Activities, from the classes you already use
Support and revenue split by donor restriction, expenses by program, management and fundraising, restricted support released as it is spent, and the change in net assets — with every class and account reading shown, so you can see why each dollar landed where it did.
Functional expenses, the way Form 990 asks
Every expense account across each program, program services in total, management and general, and fundraising, with each function's share. The split your return needs, kept all year.
Restricted funds, checked three ways
Each fund's own record, the restricted net assets on your books, and the cash behind them. When cash alone no longer covers what is held for donors' purposes, CountCore says by how much and which receivables close the gap.
Grants and receivables, with names attached
Every grantor and funder — billed, received, and still owed — aged from not-yet-due through 90+, so a reimbursement running late is a call to make, not a surprise.
Proof, not promises
See it running on a demo nonprofit's books
Straight answers
What runs today, and what needs a connection.
Where a source isn’t connected, the product says so on the screen. No number in CountCore is ever invented to fill a gap.
Live today
- QuickBooks Online — classes, income and expense accounts, invoices, payments, chart of accounts
- Statement of Activities and functional expenses, from your classes
- Restricted funds checked against your books and your cash
- Grants and receivables aged by funder
- Ramp — card and vendor spend, plus licensed CPA review
Connect next
- Plaid bank feedBank-against-books corroboration on the operating account
- Gusto or ADPPayroll detail behind each program's staff costs
Who we serve
Also serving
Law firms
IOLTA three-way reconciliation, realization, and lockup — checked every day.
See how it works→Real estate & property management
Broker trust and security-deposit accounts reconciled the way your state requires.
See how it works→Professional services
Realization, effective rate, and client profitability from the work you already invoice.
See how it works→Nonprofits
Statement of Activities, functional expenses, and restricted funds checked every day.
You’re here→Not listed? It works the same whatever you do — your books, your bank, and any money you hold for other people still have to agree. Talk to a CPA about your practice.
Triple checked.
Agentic accounting, reviewed and signed off by a CPA.