CRM reports
Know your contacts and how you've connected with them at the click of a button.
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ReportING & Analytics
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Visualizing your income to prepare for audits, internal reviews, or board meetings doesn't have to be stressful. Aplos provides an Income Statement report with:
A variety of filtering options to view income and expense by specific accounts, funds, or tags.
Customizable formatting and branding options to make this report your own.
Multiple ways to export your Income Statement for easy sharing and saving.
Accounting & Financial Reports
Access over 70 customizable financial and accounting reports. Build financial statements tailored to your organization’s needs, with flexible date ranges, fund tracking, and tag-based filtering.
Track assets, liabilities, and equity, with fund-specific breakdowns.
Compare projected vs. actual income and expenses.
Monitor grant balances, expenses, and budgets with Advanced Accounting.
Consolidate financials across parent and subsidiary organizations.
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Data Visualizer
Get clear, visual representations of your financial data.
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Generate dynamic, visual reports in minutes to ensure that your presentations are efficient and impactful.
Transform data into visually compelling charts and graphs, making it easy for your team to identify trends.
Get clear, actionable insights into your organization's financial performance to ensure proactive and informed decision-making.
Analyze donation trends and understand donor behaviors to tailor strategies that maximize engagement and revenue.
Get a deep-dive financial analysis and real-time monitoring of key performance indicators with AI assistance.
Some organizations need to see things in more details. Aplos Advanced Reporting makes that possible. * Available with Advanced Reporting upgrade only
Compare your projected budget vs. your actual income and expense for each of your funds to see how you are hitting your goals.
Compare your projected budget vs. your actual income and expense for each of your tags to see how you are hitting your goals.
See an income statement, tag statement, or transaction list for any tagged income or expense transactions.
Set user permissions to only see certain accounts, fund, tags, or purposes so that they can login and see only that specified data.
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* Customized bundles starting at $189/mo. Requires annual contract.
View donations and generate contribution statements quickly.
Print or email your donor's contribution statements for their tax purposes. For organizations in Canada, statements are compliant with Canadian government requirements.
See summarized or detailed donations per contact and filter those to see only the data you need.
See summarized or detailed donations by household and filter those to see only the data you need.
See a list of donors who donated last year but not this year.
See a list of donors who have donated at some point, but not since then.
View donors in order of who has donated the highest amount.
Print or email pledge statements to show donors the outstanding balance of their pledge.
Know your contacts and how you've connected with them at the click of a button.