Finance & Accounting

Meet your community where it’s at with flexible accounting.

Accounting and finance power your operations. Match the strength of your team and overcome system limitations with connected data and automatic exception processing.

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WHO WE SERVE

Many departments. One financial system.

Streamline reporting

When you live in the numbers, you need to be able to report and move fast. Generate reports instantly and integrate your databases without system limitations.

Manage it all

Finances are critical and complex, especially when revenue is so diverse. Whether it’s membership, programs, donations, or grants, use a system that handles everything.

Integrate your tools

Unique business teams often require unique business tools. Integrate systems for departments like membership, childcare, and fundraising into one unified financial dashboard.

Empower your frontlines with an integrated backend.

Diverse revenue streams don’t fit into neat boxes and are challenging for conventional JCC and YMCA accounting systems. Fulfill your unique community needs with a flexible, integrated system.

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SIMPLE PAYMENTS

Registrations can be complex. Make payments easy.

Cash flow is always critical. Your offerings may be complex, but getting paid should be the easy part.

Member managed CCs, ACH, account credits & gift cards

Payment splitting, third party billing, & payment arrangements

PCI compliant integrated payment processing

Integrated automatic card updater to reduce declines

Accurate billing & drafting with hassle-free retries

Opt-in member support to cover credit card fees

FLEXIBLE SYSTEMS

Accounting on your terms.

Decide on your unique JCC or YMCA accounting standards and apply them everywhere. Empower the right people to make changes when they have to, so you can better serve your community.

Customizable GAAP revenue recognition models

Configurable discounts & promo pricing

Seamless integration with any General Ledger or ERP

Automatic discounts to eligible members

Customizable security & permissions

PAINLESS REPORTING

Fall in love with reporting again.

You live in reports. See your numbers in real time, whenever you need. Use the same caliber of reporting and dashboards that Fortune 500 organizations do, tailored for nonprofits. 

Revenue forecasting via reports & dashboards

Advanced, real-time data validation reporting

Customizable formulas for advanced forecasting

Unified financial reporting across teams

Fully integrated subledger for immediate visibility

Customisable & shareable reports on demand

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When you get results, you improve lives.

Traction Rec’s fixed pricing model was refreshingly different compared to other CRM vendors.
Emily Glading
Senior Director, Information Systems, Delaware YMCA
$500,000
per year

saved in staff salaries

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The new refund system is better documented, faster, more efficient, more effective, and it allows me to approve refunds from anywhere.
Beth Nudelman
Chief Financial Officer, Cleveland JCC
30 hours
per month

saved

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It’s been a smooth process because it’s an amazing product with special attention to the customer-facing staff.
4 hours
for billing

not 4 days

Read Story

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INTEGRATIONS

Technology that connects.

Connect with any integration you need. Make it easy to focus on your members, not your processes.

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Operations

Conga

Document automation and contract management.

Payments

Worldpay

POS Systems, integrated card payments, & cross-border payments.

Financials

Netsuite

Financial management and accounting.

Amplify your impact with a flexible financial system.

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