Nonprofit Technology & Software Solutions

Nonprofit Technology & Software Services

Technology Audits & Nonprofit Cybersecurity Services

Protecting your organization’s data, systems, and operations is essential to long-term nonprofit success. Carey & Co provides comprehensive technology audits and cybersecurity assessments that help organizations strengthen infrastructure, reduce risk, and improve operational efficiency. We:

Assess your current cybersecurity posture, technology systems, and software environment to identify vulnerabilities and performance gaps.
Evaluate whether your organization has the right tools, safeguards, and infrastructure in place to support security, compliance, and efficiency.
Recommend, implement, and oversee technology and software solutions that align with your organization’s operational goals and future growth.

Nonprofit Software Assessment & Support

Ensure your nonprofit’s financial software and operational systems are optimized for efficiency, scalability, and long-term growth. Carey & Co provides nonprofit software assessment and support services that help organizations improve workflows, reduce inefficiencies, and maximize the value of their technology investments. This includes:

Evaluating current financial software workflows, reporting processes, and operational systems to identify gaps and opportunities for improvement.
Recommending cost-effective nonprofit software solutions that streamline accounting, reporting, compliance, and day-to-day operations.
Supporting implementation, optimization, and ongoing management for platforms including Sage Intacct, QuickBooks Online, and other nonprofit financial management systems.

Sage Intacct Consulting & Implementation Services

Streamline nonprofit financial management with customized Sage Intacct consulting, implementation, and optimization services designed to improve reporting, compliance, scalability, and operational efficiency. Carey & Co helps nonprofit organizations maximize the value of Sage Intacct through strategic guidance, tailored configurations, and ongoing support. This includes:

Seamless Sage Intacct migration and implementation services designed to minimize operational disruption and accelerate adoption.
Discounted Sage Intacct pricing and customized support through the Team Carey Console.
Tiered support packages that include staff training, troubleshooting, workflow optimization, and ongoing system management.

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Nonprofit FP&A, Budgeting & Financial Planning Solutions

Improve budgeting accuracy, forecasting, and financial visibility with advanced nonprofit FP&A and financial planning solutions. Carey & Co helps organizations strengthen decision-making, streamline reporting, and gain greater control over financial performance by:

Implementing Sage Planning or Martus budgeting and financial planning solutions for enhanced spend management, forecasting, and financial reporting.
Automating financial reports with interactive dashboards, real-time analytics, and detailed financial statements that improve operational visibility and decision-making.
Providing tiered FP&A support services for budgeting, forecasting, financial analysis, and long-term strategic financial planning.

Additional Nonprofit Technology & Software Support Services

Expand your organization’s operational capacity with customized nonprofit technology support and financial system management services. Carey & Co helps nonprofits improve efficiency, strengthen internal processes, and maintain secure, scalable technology systems. We assist with:

Managing software subscriptions, renewals, licenses, user access, and permissions to improve security, compliance, and operational oversight.
Providing staff training, workflow optimization, system adoption support, and ongoing nonprofit technology assistance.
Updating accounting policies, financial procedures, and operational workflows to improve reporting accuracy, compliance, and organizational efficiency.

Nonprofit Technology Certifications & Software Expertise

Nonprofit Technology Platforms & Software Solutions

Explore some of the nonprofit software, ERP, financial management, HR, budgeting, and donor management solutions Carey & Co implements, optimizes, and supports for our clients.

Nonprofit ERP & Financial Management Solutions

Our preferred and powerful cloud-based financial management system designed to help nonprofits streamline accounting, improve reporting, and maintain compliance.

A flexible and user-friendly cloud accounting solution that enables nonprofits to track expenses, manage donations, and generate financial reports from anywhere.

A robust, locally installed accounting solution with advanced reporting and financial management tools tailored for nonprofit organizations.

An intuitive nonprofit accounting software that simplifies fund tracking, grant management, and donor reporting.

A cloud-based accounting platform that offers seamless financial management, automated reconciliations, and real-time reporting for nonprofits.

A specialized accounting solution designed for nonprofits, providing advanced fund accounting, compliance tracking, and financial insights.

A comprehensive nonprofit accounting solution that enables detailed fund accounting, grant tracking, and compliance reporting.

A robust cloud ERP system that streamlines nonprofit financial management, donor engagement, and operational efficiency.

Nonprofit Payroll & HR Software Solutions

A leading payroll and HR management platform that ensures accurate payroll processing, tax compliance, and employee benefits administration.

A modern payroll and HR software that helps nonprofits manage payroll, benefits, and workforce analytics efficiently.

A trusted payroll and human resources solution that simplifies employee compensation, tax filing, and benefits management.

A cloud-based ERP solution that integrates financial management, HR, and analytics to support nonprofit growth and efficiency.

Nonprofit Expense Management & AP Automation Solutions

A leading expense and travel management software that automates reimbursement processes and ensures policy compliance.

A simple and efficient expense tracking tool that helps nonprofits automate expense reporting and reimbursement workflows.

A corporate card and spend management platform that helps nonprofits control expenses, automate approvals, and optimize budgets.

A cloud-based accounts payable and receivable solution that simplifies invoice processing and vendor payments for nonprofits.

A comprehensive spend management solution that streamlines expense tracking, approval workflows, and compliance for nonprofits.

Nonprofit Budgeting, Planning & Analytics Platforms

A strategic budgeting and forecasting tool that helps nonprofits plan finances effectively and improve decision-making.

A powerful data visualization and analytics tool that enables nonprofits to gain insights from financial and operational data.

A cloud-based business intelligence platform that allows nonprofits to integrate, analyze, and visualize data in real time.

A budgeting and forecasting software designed for nonprofits, offering intuitive financial planning and reporting tools.

Nonprofit CRM & Donor Management Solutions

A highly customizable CRM that helps nonprofits manage donor relationships, track engagement, and automate fundraising workflows.

A comprehensive donor management system that simplifies fundraising, donor communication, and reporting for nonprofits of all sizes.

A user-friendly donor management platform designed to boost donor retention and improve fundraising effectiveness through intuitive tools and analytics.