Actually
The problemWhat we're buildingRoadmapWho it's for

Financial Clarity for Your NonProfit

QuickBooks records what happened. But your grant budgets, program plans, payroll allocations, funding gaps, and board reports still live across spreadsheets.

Actually is real-time grant budget visibility, grant spend tracking, and funding clarity, integrated with QuickBooks Online

Nonprofit finance leaderNonprofit finance leaderNonprofit finance leader
+75

Finance leaders from 75+ nonprofits on the waitlist

Funding Status
$830,700
remaining across 7 active grants
Community Impact Fund
2%
$2,500 spent$143,300 left
Environmental Trust Campaign
60%
$30,050 spent$19,950 left
Healthy Neighborhoods Initiative
80%
$80,000 spent$20,000 left
Restricted Funds · By Program
FY26
Youth Programs42%
Community Health28%
Advocacy18%
Operations12%

"We've been waiting for a tool like this!"

MR
Finance & Operations Leader
Founding Customer

Where Nonprofit Financial Visibility Breaks Down...

Dozens of nonprofit leaders described the same five problems keeping them from seeing where their money stands and where it’s headed.

Problem 01: Budget Disconnect

Your accounting is in QuickBooks. Your financial plan is everywhere else.

Grant budgets, program plans, payroll calculations, forecasts, and board reports are maintained across spreadsheets, email, and disconnected systems.

Someone has to keep everything updated manually. Over time, the spreadsheet becomes too important to replace and too fragile to trust.

Accounting
QuickBooks
Grant spreadsheets
Program budgets
Payroll allocation
Board reports
Funder templates
Email
Team chat
Google Drive
We created worksheets for all grants and linked them together. Then we'd move a column or a row and lose the link. It was so heartbreaking. This worksheet could be full-time work.
— Nonprofit finance leader, customer research
Outside the Books
Our budgeting lives entirely outside of QuickBooks.
— Finance Director, Community Services Nonprofit
Manual Refresh
I'm the one constantly refreshing everything manually.
— Controller, Human Services Nonprofit
Conflicting Numbers
Three people were working from three different numbers.
— Executive Director, Arts & Culture Nonprofit
Problem 02: Grant Chaos

Too many spreadsheets... Too little clarity.

One employee may be funded across several grants. One grant may support several programs. Every funding source has different dates, restrictions, categories, and reporting requirements.

The accounting system records transactions, but it does not clearly show how grants, programs, people, and future commitments fit together.

Executive director funding composition showing salary funded across grants, the gap to raise, and grant windows across the year
Allocation Agony
Staff allocation sucks. I have 30–35 employees across ten grants, some multi-year. At year end I'm manually splitting every payroll journal entry by employee across grants. It's days of work.
— Finance Manager
Funder Buckets
Every funder has their own bucket they want. City grant wants to see it one way. State grants are completely different. Federal, completely different again.
— Controller
Fiscal Year Chaos
I have about 12 grants all with different fiscal years, some multi-year, some single. It feels impossible to keep track.
— Finance Director, Human Services Nonprofit
Problem 03: Stale Information

By the time you have the answer, the answer has changed.

Finance teams spend their time rebuilding reports, updating spreadsheets, checking classifications, and responding to one-off requests.

Leadership, boards, program managers, and development teams either wait for information or make decisions from numbers that are late, incomplete, or difficult to trust.

From question to answerBy the time it arrives, the numbers have moved
Day 0
Question asked
Fresh
Day 3
Export from QuickBooks
Day 7
Update planning spreadsheets
Day 14
Reconcile classifications
Day 21
Rebuild the report
Day 30
Deliver to leadership
Stale
When we look at a grant, I want to know: are we ahead? Are we behind? Are we spending the right things down? Right now, I get that from asking our controller and waiting for a spreadsheet. By the time I have the answer, it's already changed.
— Executive Director
Version Drift
Three people were working from three different numbers. My executive director was reading a spreadsheet like his Bible, but the bookkeeper wasn't updating it.
— Finance Director
Stale Reports
I'm constantly getting month-old information because nobody can wait for me to pull the report. The board can't get real-time visibility because April isn't closed yet.
— Controller
Fundraising Gap
I ask myself, what do I still need to fundraise? And I put that manually in a spreadsheet because there's no spot for it anywhere in QuickBooks.
— Executive Director
04 ·Problem 04: Error Prone

A broken formula is frustrating. A wrong financial decision is expensive.

When information moves between QuickBooks, Excel, payroll systems, funder templates, and internal reports, errors become difficult to identify.

Classification check
1 mismatch found
Grant
Amount
Status
City — Housing
$24,000
OK
State — Youth Svcs
$31,500
OK
Federal — Advocacy
$100,000
Risk
Foundation A
$18,200
OK
$100,000 misclassified for years — enough to put a grant at risk.
Lost Funding
We almost lost a $100,000 grant because contributions had been classified incorrectly for years.
— Nonprofit Finance Leader
Missing Expenses
That was why $8,000 in wages wasn't showing up anywhere.
— Nonprofit Finance Leader
Unallowable Spending
If we go over, they won't reimburse us and we're stuck with unallowable expenses.
— Nonprofit Finance Leader
Problem 05: Planning Gaps

Reporting on last month is not enough. You need to see what happens next.

Nonprofit leaders are not just asking what happened. They are asking what will happen — about hiring, cost-of-living increases, funding gaps, and grant deadlines.

These forward-looking questions rarely have a home in today's tools. They live in spreadsheets, inboxes, and the finance leader's head.

Questions leaders are asking
Can we afford to hire this position?
Where will funding gaps appear?
Which grants are approaching deadlines?
Which salaries are fully funded?
Can we afford a 3%, 5%, or 8% COLA?
What still needs to be fundraised?
Hiring Impact
If we hire a position at $60,000 a year, based on our current funding, where are our gaps going to be down the road?
— Executive Director
COLA Decisions
Can we afford a 3%, 5%, or 8% COLA? What would it do to our grants? We need to know before we commit.
— Finance Director

Finally, a Financial Hub Built for Nonprofits

08 ·Shipping in beta today

Grant budgets, spending, and reallocation — live for beta customers on QuickBooks Online.

Actually is in private beta with a small group of nonprofit and accounting teams. Everything below is in the product today — connected to real QuickBooks data, not a mockup.

Grant budgets built down to the chart of accounts
Live
Grant spend-down and deadlines
Live
Over-budget nudges when a line goes red
Live
Funding overview — grant spend vs. time across all sources
Live
Transaction detail with vendor, program, fund, and grant attribution, synced from QuickBooks Online
Live
Bulk reallocation of spend across grants with eligibility rules
Live
Funding overview dashboard
Beta · Funding overview
Grant allocation view
Beta · Grant allocation
09 ·Where we're going

We're building toward a fuller picture of your nonprofit's financial future.

The problems nonprofit leaders have shared with us extend far beyond basic budget-to-actual reporting. They are shaping the long-term direction of Actually.

Roadmap
Budget vs. actual drilldown by program, staff, and category
Roadmap
Staff and salary funding
Roadmap
Hiring and compensation scenarios
Roadmap
Funding-gap visibility
Roadmap
Budget revisions and approvals
Roadmap
Program-manager access
Roadmap
Board and funder reporting
Roadmap
Collaboration between nonprofits and accountants
Roadmap
Connections between financial plans and organizational impact
10 ·Built around real decisions

Built around how nonprofit financial decisions are actually made.

Executive directors

Need a running view of what still has to be fundraised, not a month-old PDF.

"I ask myself, what do I still need to fundraise?"

Finance teams

Need to stop being the bottleneck between the data and everyone who needs it.

"I'm constantly getting month-old information because nobody can wait on me to pull the report."

Accountants & fractional CFOs

Need budgeting and forecasting tools that let them do advisory work, not just cleanup.

"We want to push into more advisory work, but we don't have the tools for budgeting and forecasting."

Program & development leaders

Need to know where their programs stand without opening the books.

"We need something that shows us where we stand without us touching the books."
11 ·You are not the only one

Join the Actually Community

You are not the only nonprofit trying to solve this with spreadsheets.

My planning workbook has 15 tabs. Every year it grows a few more.

— Finance Director

By the time the board sees the numbers, they're a month old. Sometimes older.

— Executive Director

Grant reporting is a copy-paste job across four different templates.

— Controller

At year end I'm manually splitting every payroll journal entry across ten grants.

— Finance Manager

City, state, federal — every funder wants the same numbers in a different shape.

— Finance Director

Our program managers don't have QuickBooks access. So they email me. Constantly.

— Controller

If our finance lead ever left, half of how this org works would leave with them.

— Executive Director

Audit documents live in three drives, an email inbox, and a filing cabinet.

— Fractional CFO

Beta

Shape the Future of Actually

The product is in beta, and we're working closely with a small group of nonprofit & accounting leaders using QuickBooks Online. If your team is wrestling with grant budgets, staff allocation, or bottom-up budgeting, we'd love to talk.

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