Software profile
CharityFinancials
A UK charity accounting system from NfP Accountants for separate fund accounts, project costs, reports following the Statement of Recommended Practice (SORP) and church bookkeeping.
30-second answer
What to know before you open the full record
- What it is
- A UK charity accounting system from NfP Accountants for separate fund accounts, project costs, reports following the Statement of Recommended Practice (SORP) and church bookkeeping.
- Contexts worth testing
- Churches and church charities needing fund and project accounting, Treasurers preparing SORP-aligned reports and ongoing trustee information, Charities that need separate fund, project, donor and location reporting
- Relevant UK checks
- UK-specific evidence · UK registered
- Shortlist when
- Church charities with restricted funds, projects or grant reporting needs
- Check first
- Ask for a demonstration using a representative restricted-fund and project-reporting scenario, then obtain written price, implementation plan, DPA, hosting and sub-processor information, VAT workflow, exports and support commitments before moving financial records
- Evidence date
- Sources checked 25 July 2026
This is an evidence-led starting point, not a ranking or hands-on verdict. Supplier sources establish what they publish; your church should test material workflows and resolve the questions below.
Five-minute assessment
Assess the likely fit and trade-offs
Directory assessment
CharityFinancials is a newer UK charity-accounting option with a credible specialist accountancy supplier and a clearly stated church use case. Its model is focused on accounting dimensions—funds, projects, donors and locations—rather than on a full church-management database. The public product pages describe the accounting workflow well, but material commercial, data-processing, implementation and product-support information is not yet published clearly enough for a low-risk procurement decision without a written supplier pack.
Decision framing
Shortlist when, then check first
- Shortlist when
- Keeping charity funds, projects and reporting coherent without relying on a commercial chart of accounts or year-end spreadsheet reconstruction
- Test in a real workflow
- A UK charity-accountant-led platform that treats funds, projects, donors and locations as separate reporting dimensions
- Settle before buying
- Ask for a demonstration using a representative restricted-fund and project-reporting scenario, then obtain written price, implementation plan, DPA, hosting and sub-processor information, VAT workflow, exports and support commitments before moving financial records
Decision evidence
Published details for a shortlist
These details are traced to the source shown. Supplier material establishes what the supplier publishes; it is not hands-on testing.
- Export formats
- Supplier sourceSupplier describes CSV and Excel bank-transaction imports; Supplier describes PDF and Excel report exports; Request a complete ledger, contact, attachment, audit-trail and configuration export specification before migrationSource: CharityFinancials features · checked 25 July 2026
Best suited to
- Church charities with restricted funds, projects or grant reporting needs
- Treasurers who want fund and project reporting to feed management and trustee information
- Churches evaluating an accountant-led alternative to general small-business bookkeeping software
Evidence-backed strengths
- UK charity and church focus stated by the supplier
- Fund, project, donor and location dimensions described
- SORP-aligned reporting and bank-import workflow documented
- Supplier is an established UK charity-accountancy firm
Limitations and questions
- No current public product price, contract term or user limit found
- HMRC recognition for direct Making Tax Digital VAT submission is stated as pending
- No public product-specific DPA, hosting-region, sub-processor, security or retention detail found
- No detailed public integration, migration, support-service or full-data-export specification found
- Not a substitute for a church's own financial controls, independent examination or professional advice
What the supplier publishes
- Fund accounting for restricted, unrestricted, designated and endowment funds
- Project and programme costing
- SOFA, Income and Expenditure, Balance Sheet and Trial Balance reports
- Donor, fund and project reporting
- Budgets and budget-versus-actual reporting
- CSV and Excel bank-transaction imports
- PDF and Excel report exports
- VAT transaction tracking
What does the supplier currently publish?
Pricing and trial
CharityFinancials' public website does not publish a current product price or billing model. Request a written quote covering implementation, data migration, user limits, support, VAT, payment frequency, contract term and any accountant-access charges.
| Tier or starting point | Published price | What it covers |
|---|---|---|
| CharityFinancials | Contact supplier | No current public product price was found in the reviewed supplier material. |
Full due diligence
Evidence, operations and source record
Use this full record to test practical details, retain source links and take specific gaps to the supplier.
Published operations and support details
- Data protection information
- The marketing site identifies NfP Accountants Ltd as its author and the accountancy firm publishes a general controller privacy notice. The reviewed public material does not establish the product's controller-processor allocation, hosting location, sub-processors, retention, security commitments, data-export process or product-specific DPA. Obtain these in writing before importing donor, supplier, payroll or other personal financial data.
- Integrations
- Supplier describes direct Making Tax Digital VAT submission as pending HMRC recognition; confirm the live status and supported workflow, No public accounting, banking, payments, payroll or donor-system integration list was found; request current integration documentation
- Import and export
- Supplier describes CSV and Excel bank-transaction imports, Supplier describes PDF and Excel report exports, Request a complete ledger, contact, attachment, audit-trail and configuration export specification before migration
- Support
- Supplier asks prospective organisations to get in touch to start a new organisation, Support channels, response commitments and implementation support require confirmation
Sources reviewed
Sources support only the fields named beneath each link. Supplier material is not independent testing; external review material is included as a limited signal rather than a verdict.
- CharityFinancials product overview
Reviewed 25 July 2026 · Supports: Church relevance, UK charity focus, Product scope - CharityFinancials features
Reviewed 25 July 2026 · Supports: Fund accounting, Reports, Bank import, Exports, VAT recognition boundary - CharityFinancials project accounting
Reviewed 25 July 2026 · Supports: Project costing, Budgets, Fund and donor reporting - NfP Accountants company and charity specialism
Reviewed 25 July 2026 · Supports: Supplier identity, English company number, Charity-accountancy specialism - NfP Accountants privacy notice
Reviewed 25 July 2026 · Supports: General supplier privacy notice - Companies House: NFP ACCOUNTANTS LTD
Reviewed 25 July 2026 · Supports: UK company record
