The book your board
has been waiting for.
Church financial reporting software with a monthly board packet, eleven built-in reports, a real reconciliation workflow, and read-only insights — all from the same data your treasurer already enters.
No credit card required · 7-day free trial · Cancel anytime
Twelve sections. One PDF. One click.
Every figure your board has ever asked about, in one document a treasurer can generate the morning of the meeting. Email it directly to board members or download as a PDF.
- A single bound PDFIncome, expenses, funds, budgets, cash flow, top categories, recent transactions, audit notes — in one document.
- Financial Health ScoreA clear indicator of whether your church is in healthy, stable, or watch-list territory — with the reasons spelled out.
- Email to your boardSend the packet directly to the people who need it from inside the dashboard.
- Presentation ModeProject the packet during the meeting — same data, larger type, no fumbling with PDF readers.
- 01Executive SummaryHealth score + headline figuresp.2
- 02Income StatementRevenue and expenses by categoryp.3
- 03Fund SummaryAll fund balancesp.5
- 04Budget vs ActualYTD against the planp.6
- 05Cash FlowMoney in, money outp.8
- 06Top CategoriesWhere spending wentp.9
- 07Recent TransactionsLargest items this monthp.10
- 08Audit NotesOpen reconciliations + flagsp.12
Bank statement to closed period.
Open a reconciliation, match each statement entry against your books, mark cleared, and close the period. If you find an error later, reopen, fix, and close again. Every change recorded in the audit log.
- Side-by-side matchingStatement entries and recorded transactions next to each other. Click to match.
- Cleared statusEach transaction is marked cleared as it matches. Outstanding items stay visible.
- Reopen if neededClose a period, find an issue later, reopen it. The audit log keeps the history clear.
Eleven reports the auditor will ask for. All built in.
Generated from the same data your treasurer enters every week. Pick a date range, pick a report — done. Export as PDF or CSV.
Income Statement
Revenue and expenses by category for any period.
Budget vs Actual
See where you are versus the budget you set.
Fund Summary
Balances across every fund, restricted and unrestricted.
Cash Flow
Money in and money out, week by week.
Pledge Progress
How campaign pledges are tracking against goals.
Year over Year
This period beside the same period last year.
Donor Analysis
Top donors, giving distribution, lapsed givers.
Account Balances
Bank account balances at any date.
Category Spending
Where your expenses are going.
Balance Sheet
Assets, liabilities, and equity at a glance.
Giving Statement
Year-end statement for any donor, in PDF.
Custom Report Builder
Pick fields, date range, and grouping. Build any report not on this list.
Try it belowWhere the money goes, at a glance.
Read-only views of the data you already have. Spending breakdown, income trends, category patterns, cash flow. Less digging, more knowing.
- Spending breakdownWhere every dollar went, by category, for any date range.
- Income trendsGiving over time, with this period beside last period for context.
- Top categoriesLargest expense and income categories, ranked.
- Personnel50%
- Facilities30%
- Ministry20%
- Salaries$31,580
- Utilities$8,420
- Missions$6,900
- Events$4,250
Build the report you actually need.
Pick a date range. Pick what to include. Pick a format. The Custom Report Builder in ChurchFinance does the rest. Try the live preview.
This is a preview. The real builder lives in your dashboard and runs against your actual data.
What we actually do, said plainly.
Generated on demand
Reports and the board packet are generated when you click — using the data your treasurer has already entered. No nightly batch jobs to wait on.
Audit log
Every reconciliation, every close, every reopen is recorded with the user, action, and timestamp. The auditor portal makes the trail reviewable.
Read-only insights
Insights are views over your real data. There is no AI deciding what you should cut — just clear charts of where the money went.
What treasurers ask first.
Open the book.
Set up your church in minutes. Generate your first board packet in seven days, free.
7-day free trial · Cancel anytime · No credit card required