Key takeaways
What does charity accounting software centralise?
It brings fund accounts, donation and gift aid tracking, real-time bookkeeping data and financial reports into one system, so you don't need to log in and out of multiple tools to see the full picture.
How does automation help charity finance teams?
It handles time-consuming tasks such as bank reconciliation, purchase invoice management and expense tracking, cutting manual data entry errors and freeing up time for mission-focused work.
What reporting support does charity accounting software offer?
Ready-made FRS 102 SORP templates let you generate accurate reports quickly, merge input from trustees or independent examiners, and export straight to PDF for submission to regulators.
How does cloud-based software support secure collaboration?
Secure online client portals and permission-based access let trustees, project managers and volunteers see only what they need, while authorisation levels and automated checks keep a clear audit trail.
What can trustees and managers see without requesting custom reports?
User-friendly dashboards give at-a-glance views of cash flow, income and expenditure, so trustees can self-serve financial insight.
What does Capium's charity accounting software bring together?
It combines bookkeeping, payroll and fund accounting in one cloud-based system designed specifically for UK charities.
What day-to-day charity finance tasks can the right software simplify?
Managing different funds and restricted income, tracking donations, expenses and gift aid claims, and staying aligned with SORP and HMRC rules.

With a maze of regulations, reporting requirements, and SORP complianceto think about, having the right tools in place can make all the difference. And that's where charity accounting software comes in.

Designed to simplify financial management for UK charities and not-for-profit organisations, the best charity accounting software helps you handle everyday tasks more easily, stay compliant, and free up time to focus on what really matters – your mission.

All your charity financial data in one place

With dedicated accounting software for charities, everything's centralised. You don't have to log in and out of multiple systems to get the full picture.

You can:

  • Create separate accounts for different funds or income streams
  • Track donations, gift aid claims, and fund transfers
  • View bookkeeping data in real time
  • Generate a statement of financial activities, balance sheet, or quarterly summary with full fund accounting visibility.

Some cloud accounting software, like Capium, comes with dashboards, giving you at-a-glance views of key metrics like cash flow, income, and expenditure.

By pulling everything into one secure place within your charity accounting software, you'll have better oversight of your charity's money – across projects, departments, and revenue sources – while making your next reporting cycle much easier to manage.

Automation that saves time and reduces manual work

Automation's a game-changer for non-profit organisations. With cloud-based accounting software, you can automate the time-consuming stuff – like bank reconciliation, purchase invoice management, and expense tracking – so you can focus on more meaningful work.

For accountants working with charities, automation means:

  • Fewer manual data entry errors
  • Streamlined approval workflows
  • More budget-friendly service delivery for clients who'd rather put money towards their cause.

The best accounting software automates repetitive processes, flags compliance issues, and keeps you informed about updates to UK charity accounting rules. With the right accounting software, you'll save hours each month while helping your team stay compliant.

Specialised reporting made simple with charity accounting software

Reporting can be one of the most demanding parts of charity finance – from producing annual accounts to sharing reports with board members, trustees, or the Charity Commission.

Good charity accounting software takes the stress out of this by offering ready-made templates for FRS 102 SORP compliance, so you can generate accurate reports quickly and confidently – straight from within your accounting software.

With Capium's charity bookkeeping, bank reconciliation, and accounts production module, for instance, you can:

  • Use built-in FRS 102 SORP templates
  • Merge reports from trustees or independent examiners
  • Export everything to PDF and submit directly to regulators.

Cloud-based accounting software also makes it easier to self-serve insights. With a user-friendly dashboard, trustees and managers can view key financial data without needing to request endless custom reports – freeing up even more of your time.

Secure collaboration through the cloud

Modern charity accounting software platforms are built in the cloud – meaning everyone involved in your charity's finances can access what they need, whenever they need it.

That includes project managers, volunteers where appropriate, and trustees. With secure online client portals and permission-based access, you can control who sees what and keep a clear audit trail.

By setting up authorisation levels and automated checks within your accounting software, you'll make sure funds are used appropriately, while still keeping your accounting compliant, transparent, and collaborative.

Why Capium is the best accounting software for charities

Capium's cloud-based accounting software has been designed with UK charities in mind. Our charity accounting software helps you:

If you are an accountant looking to streamline your processes, you may also be interested in unlocking access to the Income Record Viewer: a guide for UK accountants.

  • Save time by automating manual data entry and reconciliation
  • Stay compliant with SORP and HMRC rules
  • Manage different funds and restricted income with ease
  • Create and share reports in just a few clicks
  • Track donations, expenses, and gift aid claims effortlessly.

Whether you're a small charity, a finance team, or an accountant managing multiple charity clients, Capium's integrated system brings together bookkeeping, payroll, and fund accounting in one easy-to-use, cloud-based solution.

Get started with charity accounting software today

Whether you're an accountant or part of a non-profit finance team, we'd love to show you why Capium is the best accounting software for you – and how it can make managing your charity accounts simpler, faster, and more compliant.

Get in touch today to arrange a demo or free trial.

Charity accounting glossary

Quick definitions of the charity accounting terms used in this article. Tap a term to expand it.

SORP (Statement of Recommended Practice)

The sector-specific accounting guidance that UK charities follow, alongside FRS 102, when preparing their annual accounts. The article refers to this as "SORP compliance" and "FRS 102 SORP templates."

FRS 102

The UK accounting standard underlying the Charities SORP. Capium's accounts production module uses built-in FRS 102 SORP templates to help charities produce compliant reports.

Fund accounting

Tracking income and spending separately by fund, project or income stream rather than as one combined total, so trustees can see exactly how each pot of money is used. The article describes creating "separate accounts for different funds or income streams."

Restricted income

Money given for a specific purpose that must be accounted for separately from general funds. The article notes that good charity accounting software helps you "manage different funds and restricted income with ease."

Gift Aid

The scheme that lets UK charities reclaim tax on eligible donations. The article refers to tracking "donations, gift aid claims, and fund transfers" within your accounting software.

Independent examiner

A person who reviews a charity's accounts as a lighter-touch alternative to a full audit. The article mentions being able to "merge reports from trustees or independent examiners" within Capium's reporting module.

Statement of Financial Activities (SoFA)

The charity-sector equivalent of an income and expenditure statement, showing all income and spending across the year. The article refers to generating "a statement of financial activities, balance sheet, or quarterly summary."

Charity Commission

The regulator for charities in England and Wales, to whom trustees report and to whom accounts and returns may need to be submitted. The article notes that reporting often involves "sharing reports with board members, trustees, or the Charity Commission."

CAPIUM CHARITY ACCOUNTING

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Capium's cloud-based charity accounting software brings fund accounting, FRS 102 SORP reporting and secure collaboration together in one place, so your team can spend less time on admin and more time on your mission.

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Related reading

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