What is Charity365?

A comprehensive ERP solution enabling charities to effectively manage their finances. 

Accounting Software tailored for non profits.

Powered by Microsoft Dynamics 365 Business Central, Charity365 is Xperience’s accounting software for non profits that gives charity organisations the ability to streamline their donation management processes, track funds and facilitate the claiming of gift aid. 

We appreciate how hard charities work to raise funds that support their amazing causes. Spending unnecessary time and effort keeping track of these and the challenges around manually consolidating reports across multiple spreadsheets, is a frustration you really don’t need. 

That’s why Xperience are proud to offer a comprehensive solution enabling you to manage your financial operations efficiently and effectively, from a single pane of glass, freeing up you and your team to focus their efforts where it really matters. 

Charity365 Key Features & Benefits

Charity365 is a fully integrated finance solution built within Business Central, an all-in-one ERP Platform so offers all the functionality that comes as standard with Business Central. 

Charity365 has a comprehensive set of features that offers an accounting software solution built for non profits to help you track and manage funds and supports a smooth process for claiming gift aid.   

  • Fund Management 

Gives you the ability to manage both restricted and unrestricted funds easily by tracking donations and expenditures.  

  • HMRC Donation Schedule Report 

Helps simplify the process of claiming gift aid from HMRC, by displaying the donations that include gift aid straight into an HMRC approved template, ready to submit. 

  • Gift Aid Summary Schedule 

Offers the ability to display and report on the full details of gift aid donations alongside the sponsored event as well as including the details of Donor’s, giving you a clearer insight into gift aid donations. 

  • Dedicated Charity Fund Dashboard

Provides full visibility of the breakdown of the fund account; donations received; donations spent; remaining balances and donations transferred to revenue all in one place enabling quicker and improved decision making. 


Why choose Xperience for your non profit accounting software?

We’ve created a single, fully integrated system seamlessly working together that enables you to drive engagement from donors and manage the financial aspect all in one place! 

As Charity365  is powered by Microsoft Business Central, that is exactly what you get. It means you have the ability to integrate this with other Microsoft applications enabling you to have a single, fully integrated system, specifically designed for the not-for-profit and charity sector! 

And, with Microsoft Dynamics 365 Fundraising and Engagement platform you can attract, retain, and grow your donor base using connected data, built-in engagement and communication tools as well as providing seamless reporting too. 

There may also be an opportunity for charity license discount* 

*terms & conditions apply

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