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Budgeting and financial planning software for nonprofits

Some of the world's leading nonprofits run Workday Adaptive Planning to effectively align demand for their services with funding, while achieving clear visibility into their expenses. We have deep expertise in budgeting and planning for nonprofit organisations, and understand the importance of making every dollar count to support your mission.

Learn more about how our financial software can help your nonprofit organisation plan smarter, report faster, and analyse better.

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Plan and forecast by programme, then align resources with expenses

Make the move from spreadsheets and start accelerating budgeting and planning cycles at your nonprofit. Plan and forecast by programme, project, fund, grant, season, location..however you need to model your organisation. Track expenses and donor contributions efficiently and effectively. Perform allocations, manage financials across funds and projects, and perform balance sheet and cash flow planning.

Streamline reporting across funds and projects

Our easy-to-use reporting functionality helps you generate balance sheets and annual financial statements, and streamline other regulatory filings. Drag-and-drop reporting across multiple dimensions lets you track the performance of and get on-demand visibility into funds, projects, programmes, departments, employees, and more. Stakeholders can contribute to your plans easily and quickly—making planning a much more collaborative and efficient process.

I can look at the most detailed budgeting level and then quickly switch to a global view of the organisation. We can easily slice data in different ways, such as reviewing department level budgets by project versus overall organisation spending.

Claire SunSpiral, Finance Director, Yerba Buena Centre for the Arts

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Analyse and model donor contributions, personnel costs, and overhead

Analyse and plan for fundraising efforts over multiple channels. Model operating expenses. Create plans based on average donor contributions and cost per programme. Analyse by fund, programme, project, and more. Model personnel allocations for programmes and projects, plan programme overheads, and allocate shared costs.

Continuously forecast for predictable fund management

Use Workday Adaptive Planning software to rapidly build rolling forecasts that drive financial projections on a regular basis. Incorporate the latest actuals for event registration revenues and expenses, membership renewals, and financials from other events into the projections, and integrate with common data sources for nonprofits, such as Blackbaud, Sage Intacct, Microsoft Dynamics, and more.

Have a specific question about our software or how we've helped other nonprofit organisations? We’re standing by to help.

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