Finance Solutions for Charities and Nonprofits
Our Xledger solution for charities and nonprofits helps you make the most of your resources through modern financial management that supports effective stewardship, better decision-making and sustainable growth.
From grant-funded charities and membership bodies to multi-entity groups and national nonprofits, finance teams need clear visibility across income, expenditure and programme delivery to maximise impact and maintain stakeholder confidence.
With more than 30 years of experience, B-Plan helps customers implement practical finance solutions that reduce administration, strengthen financial management and enable teams to focus more time and resources on delivering their mission.
Fund Accounting and Restricted Funds
Managing restricted and unrestricted funds requires clear financial visibility, robust controls and accurate reporting across multiple sources of income.
Xledger supports effective fund management, helping your finance team maintain compliance while providing greater confidence in financial information and stakeholder reporting.
- Visibility across restricted and unrestricted funds
- Improved control over designated income and expenditure
- Clear reporting to support governance and accountability
Grant Management & Reporting
Grant funding often brings specific reporting obligations, timescales and financial controls that must be managed effectively throughout the funding lifecycle.
Xledger provides real-time visibility across grants and funded activities, helping you monitor expenditure, track budgets and support funder reporting requirements.
- Real-time visibility across grants and funded programmes
- Improved monitoring of budgets and expenditure
- Clear financial reporting for funders and stakeholders
Trustee Reporting & Governance
Trustees require timely, accurate information to support effective decision-making and fulfil their governance responsibilities.
Xledger delivers real-time reporting and complete audit trails, providing greater transparency and stronger financial oversight across the organisation.
- Real-time financial reporting and management information
- Comprehensive audit trails and approval processes
- Improved visibility for trustees and senior leadership teams
Fundraising & Membership Integration
Finance systems increasingly need to connect with fundraising, membership and operational platforms to reduce duplication and improve the quality of financial information.
Xledger supports integration with third-party applications, providing a single source of financial truth across the wider organisation.
- Integration with fundraising and membership systems
- Reduced manual administration and duplicate data entry
- Improved visibility across connected business processes
Programme Delivery & Financial Oversight
Charities often manage multiple programmes and activities, requiring clear visibility of costs, budgets and financial performance across different areas of operation.
Xledger helps finance teams maintain stronger control, supporting more informed decisions and effective stewardship of charitable resources.
- Visibility across programmes, activities and service delivery
- Real-time monitoring of budgets and expenditure
- Stronger financial control and reporting capabilities
Multi-Entity Charity Groups
Many charities operate across multiple entities, regional structures or trading subsidiaries that require consolidated financial management and consistent reporting processes.
Xledger supports complex organisational structures through a single finance platform, improving visibility and reducing administrative effort.
- Multi-entity and consolidated financial reporting
- Improved visibility across charitable groups and subsidiaries
- Consistent processes and stronger financial controls
Expenses & Volunteer Claims
Managing employee and volunteer expenses efficiently helps reduce administration, strengthen governance and ensure resources remain focused on frontline activities.
Xledger provides clear approval workflows, complete audit trails and improved visibility across expense processes.
- Configurable approval processes and delegated authorities
- Improved visibility of employee and volunteer expenses
- Complete audit trails and stronger policy compliance
Supporting Long-Term Financial Sustainability
Modern finance systems help charities improve efficiency, strengthen financial management and respond more effectively to changing funding environments and operational demands.
By reducing manual processes and improving visibility, finance teams can focus more time and resources on delivering their mission and supporting long-term sustainability.
- Improved operational efficiency and financial control
- Greater confidence in reporting and decision-making
- Reduced administration and stronger organisational resilience
Why B-Plan?
B-Plan has more than 30 years of experience delivering financial systems that support effective governance, improved reporting and long-term organisational success.
As an accredited Xledger partner, we combine practical implementation expertise with a strong understanding of the challenges facing charities and nonprofit organisations.
- Over 30 years of financial systems experience
- Deep understanding of charity finance requirements
- Structured delivery and long-term customer partnerships