The financial back office your nonprofit was meant to have.
The business performance and finance partner for purpose-driven organizations
If any of these are quietly true at your organization, you're not alone.
"Which of our programs are actually paying for themselves?"
"We just need to get through this audit."
"This report is going to take three days."
reporting cycles. All manual, all repetitive, all draining capacity. And
funders notice. Organizations with clean, professional financial
reporting get more grants.
"How long do we have if the grant doesn't comethrough?"
reimbursements lag 30 to 90 days. Cash flow forecasting matters
more here than in almost any sector, and most nonprofits do it badly
because the books don't make it easy.
How we work alongside your organization.
you stay in the room, and the conversation moves from "what's happening?" to "what should we
do next?"
We rebuild the books so they can actually answer questions.
program tracking, and functional expense splits. Every
transaction tagged so program P&Ls, restricted funds, and grant compliance come from the same source.
We close the month and walk you through what it means.
with program P&Ls, cash position, and forward-looking
commentary. A live session with your Business
Performance Partner to talk through what to do next.
You stop reacting to your books and start leading with them.
backing decisions. Audits become a non-event. Funder reports take an hour. Program decisions get the data they need.
Three things that make Visory different for nonprofits.
One team. One platform. The whole back office.
Built on what's worked across our nonprofit portfolio.
Sharper insights, every month, without lifting a finger.
Available when you need them. Layer in what fits.
Daily bookkeeping
Payroll
AP & AR
Monthly close
Program P&Ls
Board reporting
Audit prep
Funder reporting
Real businesses. Real clarity. Real results.
"I was expecting the dream to be sold and then it'd just be another accounting company going through a P&L I don't care about. It's actually been better than expected. However you're doing your hiring, keep doing it."
"You guys are talking about our business in a completely different way than any of our financial partners ever have. Which is just really refreshing."
What nonprofit leaders ask before they start with us.
A bookkeeper records what happened. Visory builds the system that turns the data into something you can actually use, including program-level P&Ls, board-ready packs, funder reports, and audit-ready output every month. Most bookkeepers handle the transactional layer. We handle the full back office.
Visory can operate in multiple ways for your organization. We can give your finance director leverage, taking the processing work off their plate so they can focus on strategy and program management. Most internal finance leads become Visory's biggest advocates because they finally have the foundation they need. Or, if you'd prefer, Visory can take on the full financial management of your back office as part of your organization.
Through a purpose-built chart of accounts that tags every transaction with the funding source it ties back to. You see in real-time how much restricted funding is available, what conditions apply, and how it has been spent. No more end-of-year rebuilding from spreadsheets.
Your Form 990 is filed by your own audit firm, or by one of our trusted partner firms (whitelabel available) if you'd like Visory to coordinate the full process. Because the books are kept audit-ready year round, the 990 prep is fast and clean either way. Same for Single Audit if your organization receives over $1M in federal expenditures.
We document everything. Your chart of accounts logic, allocation methodologies, and reporting structures are all written down and owned by you. If you ever leave Visory, you walk away with a finance function that works, not a black box.
Most of our clients are services nonprofits between $1M and $10M in annual revenue with 5 to 100 staff, but we do serve organizations outside this range depending on what they need. The best way to know is a quick conversation about your situation.
Standard onboarding is 30 to 60 days depending on complexity. For organizations with messy historical books, expect 60 to 90 days including cleanup. We do a thorough chart of accounts redesign at the start so the foundation is right from day one.
Yes. Audit prep is one of our most common entry points. We come in, clean up the books, set up proper documentation, and get you audit-ready in 30 to 60 days. After that, the monthly rhythm keeps you ready year round.