{"id":25901,"date":"2024-11-05T09:00:00","date_gmt":"2024-11-05T14:00:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=25901"},"modified":"2025-04-24T10:54:29","modified_gmt":"2025-04-24T14:54:29","slug":"3-key-areas-to-enhance-nonprofit-financial-automation-for-quick-wins","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/3-key-areas-to-enhance-nonprofit-financial-automation-for-quick-wins\/","title":{"rendered":"3 key areas to enhance nonprofit financial automation for quick wins"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/trends-insights\/\" class=\"entry-header__link\">Trends &amp; Insights<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t3 key areas to enhance nonprofit financial automation for quick wins\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2024-11-05T09:00:00-05:00\">November 5, 2024<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"3 key areas to enhance nonprofit financial automation for quick wins\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/3-key-areas-to-enhance-nonprofit-financial-automation-for-quick-wins\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/natalie-anderson\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/08\/Natalie_Headshot_2021-1-350x350.jpg\" class=\"entry-author__image\" alt=\"\" \/>\t\t\t\t<span class=\"entry-author__name\">Natalie Anderson<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">When every dollar originates as a donation, it is essential to go the extra mile in accountability and stewardship.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But do manual accounting processes have your finance team spending too many hours double-checking donations, invoices, and payments while lacking time for strategic work?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you answered yes, it\u2019s time to step up your financial automation. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Improving nonprofit internal processes with financial automation has never been more important. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automation helps provide valuable data insights for financial decision-makers. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ultimately, automation enables efficient operations, allowing nonprofits to allocate more time and resources to deliver on their missions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-here-s-what-we-ll-cover\">Here&#8217;s what we&#8217;ll cover<\/h4>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-nonprofit-financial-automation\" data-level=\"2\">Nonprofit financial automation<\/a><\/li><li><a href=\"#h-accounts-payable-automation\" data-level=\"2\">Accounts payable automation<\/a><\/li><li><a href=\"#h-donor-management-and-fundraising-automation\" data-level=\"2\">Donor management and fundraising automation<\/a><\/li><li><a href=\"#h-grant-tracking-and-management-automation\" data-level=\"2\">Grant tracking and management automation<\/a><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><li><a href=\"#h-about-the-author\" data-level=\"2\">About the author<\/a><\/li><\/ul><\/div>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">The Definitive Guide to Driving Nonprofit Finance Efficiency with Paperless Automation<\/h2>\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ecdeeeb4-65a6-437e-8d64-ecc787b02a70\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1011227656-1440x810.jpg\" class=\"single-cta__image\" alt=\"Middle-aged woman operating a tab\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1011227656-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-nonprofit-financial-automation\">Nonprofit financial automation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With a modern cloud accounting system, nonprofits can automate many key areas to reduce stress and boost efficiency. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To maximize quick productivity wins in the finance department and enhance visibility across the entire organization, address these areas of automation first:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Accounts payable automation<\/strong> \u2013 Streamline workflows such as vendor setup, bill entry, purchase and payment approvals, and allocations while minimizing manual data entry.<\/li>\n\n\n\n<li><strong>Donor management and fundraising automation<\/strong>: Gain insights into your donors and their motivations, engage donors with better communications, and design more effective fundraising campaigns to enhance donor relationships and strengthen giving.<\/li>\n\n\n\n<li><strong>Grant tracking and management automation:<\/strong> Track grants and expenses, manage restricted grants, automate billing for direct and indirect costs, and maintain real-time visibility into budgets and expenditures.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s explore these three key areas in more detail and identify some quick wins your organization can obtain with <a href=\"https:\/\/www.sage.com\/en-us\/industry\/nonprofit\/\">nonprofit finance automation solution<\/a> from Sage Intacct.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-accounts-payable-automation\"><strong>Accounts payable automation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Want to improve productivity and employee satisfaction within your accounting team? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Accounts payable is one area where automation reduces or eliminates a tremendous amount of manual data entry. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automation can also improve the accuracy of data by eliminating typos and errors. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Finally, automating AP processes strengthens and reinforces important internal controls like purchase approvals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nonprofit organizations need to document internal control practices and develop supporting policies. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Good internal controls dictate that one person should not have access to everything. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need to have good segregation of duties in financial operations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before implementing automation technology, consider your people and processes. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s critical that all staff follow common data entry protocols. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This helps avoid duplicate data or inaccurate data finding its way into your accounting systems.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-vendor-setup\"><strong>Vendor setup<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Many nonprofits struggle with&nbsp;setting up new vendors in their accounting system. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, when you set up new vendors in the system, what are your policies for business names? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If names start with \u2018the\u2019 will you enter that word or leave it off? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How will you abbreviate address items like \u2018road,\u2019 \u2018drive,\u2019 or \u2018highway\u2019?<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #1 with Sage Intacct: <\/strong><br><br>Let Sage Intacct automatically assign vendor numbers rather than setting up your own vendor ID coding. <br><br>The powerful search features in Sage Intacct allow you to simply type the vendor name and quickly find what you need; there\u2019s no need to memorize vendor IDs.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-bill-entry\"><strong>Bill entry<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If you lack automation for capturing data out of electronic invoices, bill entry is a time-consuming manual task. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Members of the accounting team have to enter all of the relevant information from each bill into the accounting system, before verifying them against purchase orders and contracts.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #2 with Sage Intacct: <\/strong><br><br>Save time with automated bill entry in Sage Intacct <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/core-financials\/accounts-payable\/\" target=\"_blank\" rel=\"noreferrer noopener\">AP Automation with Ai<\/a>. <br><br>Upload or email an AP bill and Sage Ai correctly identifies the vendor, amount, dates, and line items. <br><br>It automatically extracts details to create a pre-populated draft for payment approval.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-purchasing-and-payment-approvals\"><strong>Purchasing and payment approvals<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Approvals are a great example of an area where automation greatly reinforces internal controls as well as improves efficiency. Use your nonprofit accounting system to automate invoice approvals and payment approvals. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This gives you control over the point where an invoice goes into your system as well as the point where payment gets made. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By making sure you pay vendors on time and consistently, your organization can take advantage of payment discounts.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #3 with Sage Intacct: <\/strong><br>Some organizations desire a simplified purchasing process for making a one-time purchase or buying inexpensive items. <br><br>In Sage Intacct, you can turn on AP bill approval and set up the approval rules that reflect your purchasing policies for different types or amounts of purchases.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #4 with Sage Intacct: <\/strong><br><br>Sage Intacct offers automated approvals on the payment side. <br><br>By turning on the AP payment approval function, you can set multiple levels of approvals based on the payment amount. <br><br>Different numbers of approvers can be designated for differing amounts of payment, allowing you to replicate the internal controls process you\u2019ve established for your organization. <br><br>Sage Intacct automates the approval routing and collects electronic signatures.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-allocations\"><strong>Allocations<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Almost every nonprofit organization uses allocations to spread receipts or expenditures across different programs or grants. Some allocations are very complicated. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Others are transaction-level allocations that can often be handled at the point of initial data entry. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If there is a one-line allocation entry that is complicated or often requires correcting journal entries, automate the allocation process for the transaction.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #5 with Sage Intacct: <\/strong><br><br>Available in AP, purchasing, and journal entries, the single-line allocation feature auto-fills the <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/financial-reporting\/multi-dimensional-system\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Dimensions<\/a> to tag that allocation on future entries. <br><br>This is especially useful when you have unique entries that leave staff scrambling to recall how the allocation was entered last time. <br><br>In addition, Sage Intacct also offers a <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/allocations\/\" target=\"_blank\" rel=\"noreferrer noopener\">Dynamic Allocations<\/a> module for more advanced allocations functionality. <br><br>Automated allocations functionality keeps you audit-ready and can save up to three days per month.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-donor-management-and-fundraising-automation\"><strong>Donor management and fundraising automation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Without donors and funders contributing revenue, your organization\u2019s mission would grind to a halt. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s why there is no more urgent area of operations to perfect than creating solid fundraising and <a href=\"https:\/\/www.sage.com\/en-us\/blog\/automation-in-donor-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">donor management<\/a> processes. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Donor management automation helps nonprofits save time and reduce administrative burdens. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It also helps build stronger relationships between nonprofits and their donors and improves internal collaboration between the finance and development teams.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #6 with Sage Intacct: <\/strong><br><br>When you optimize fundraising operations, you leave more resources available to drive your mission. <br><br><a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/fundraising\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Fundraising powered by DonorPerfect<\/a> automates fundraising workflows, including online forms automation and in-house payment processing. <br><br>It helps you cultivate stronger donor relationships through scheduling and customizing donor communications. <br><br>Utilize prior fundraising results and donor metrics to create data-driven, impactful fundraising campaigns.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-grant-tracking-and-management-automation\"><strong>Grant tracking and management automation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Government, corporate, and foundation grants remain a significant source of funding for today\u2019s nonprofits. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Winning new grants is highly competitive; successful nonprofits must maintain flawless <a href=\"https:\/\/www.sage.com\/en-us\/blog\/nonprofit-grant-tracking-changes\/\" target=\"_blank\" rel=\"noreferrer noopener\">grant tracking and management processes<\/a> to find and maintain grant funding. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Organizations have to provide transparency and reporting to satisfy grantor requirements and earn grant renewals. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nonprofits must be able to track and account for grant funds, manage restricted grants, and bill accurately against grants.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><strong>Quick win #7 with Sage Intacct: <\/strong><br><br>Automate key aspects of grant management and ensure compliance with grantor requirements using <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/grants-tracking-billing\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Grants Tracking and Billing<\/a>. <br><br>By removing paper from the grant tracking process and providing all key personnel with a comprehensive view of centralized grant data, you can streamline all aspects of your grant funding process, including:<br><br> &#8211; comparing grant budgets to actuals<br> &#8211; flagging reimbursable costs<br> &#8211; monitoring restrictions <br> &#8211; billing direct and indirect costs.<\/p><\/blockquote><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\"><strong>Final thoughts<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As you can see, adopting automation within your accounts payable, donor and grant management, and financial reporting processes can greatly improve the finance team\u2019s efficiency. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, intelligent automation strengthens internal controls, increases visibility, and helps to demonstrate good stewardship for donors. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nonprofits can leverage advanced automation with Sage Intacct to obtain productivity acceleration of up to 40% for the nonprofit finance team and set a course for digital transformation that contributes to mission impact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Download <a href=\"#gate-ecdeeeb4-65a6-437e-8d64-ecc787b02a70\">The Definitive Guide to Driving Nonprofit Finance Efficiency with Paperless Automation<\/a> e-book for more tips about how to achieve effective nonprofit finance automation when you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-about-the-author\">About the author<\/h2>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a8da42af2b09&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a8da42af2b09\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"540\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/07\/Natalie_Anderson-Headshot.jpg\" alt=\"Head shot photo of Natalie Anderson, Senior Nonprofit Industry Marketing Manager for Sage Intacct\" class=\"wp-image-23774\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-natalie-anderson\"><strong>Natalie Anderson<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Natalie Anderson is a senior nonprofit industry marketing manager for Sage Intacct.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With 10 years of experience in software marketing, Natalie is passionate about helping nonprofits leverage software to achieve mission success.<\/p>\n \n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">The Definitive Guide to Driving Nonprofit Finance Efficiency with Paperless Automation<\/h2>\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ecdeeeb4-65a6-437e-8d64-ecc787b02a70\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1011227656-1440x810.jpg\" class=\"single-cta__image\" alt=\"Middle-aged woman operating a tab\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1011227656-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/automation\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tAutomation\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/staying-competitive\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tStay competitive\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-29452 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants category-money-matters category-strategy-legal-operations category-trends-insights tag-accounting-101 tag-automation tag-cash-flow tag-small-business business_type-small-business business_type-accountants card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1327235816-1215x810.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1327235816-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1327235816-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1327235816-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-08-17T09:38:19-04:00\">August 17, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">10 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/accounts-payable-asset-or-liability\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tIs accounts payable an asset or a liability?\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tIs accounts payable an asset or a liability? Accounts payable is a current liability because it represents money your business owes to suppliers. Learn where it appears on the balance sheet and why this classification matters.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-23456 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accounting-101 tag-boss-your-business tag-small-business tag-staying-competitive business_type-small-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-write-an-invoice\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-31T07:18:42-04:00\">July 31, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">15 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tHow to write an invoice and what to include\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-31913 post type-post status-publish format-standard has-post-thumbnail hentry category-technology-innovation tag-cloud-technology tag-customer-acquisition tag-digital-transformation tag-growing-a-business tag-small-business tag-staying-competitive tag-technology business_type-small-business business_type-growing-business industry-software-saas\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/key-saas-metrics-to-track\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-17T09:57:01-04:00\">July 17, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tThe essential SaaS business metrics every business should be tracking\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-30823 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-strategy-legal-operations tag-accounting-101 tag-boss-your-business tag-business-intelligence tag-cash-flow tag-small-business tag-starting-a-business tag-staying-competitive business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-track-business-expenses\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-24T09:08:55-04:00\">June 24, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tHow to keep track of business expenses\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-30699 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations tag-automation tag-digital-transformation tag-erp tag-inventory-management tag-supply-chain-management business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-order-management\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-684x384.jpg\" class=\"card-post__image\" alt=\"Lady carrying cartons\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-11T08:52:26-04:00\">June 11, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tWhat is order management?\u00a0\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Explore the 3 key areas for nonprofit financial 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