Your Bespoke System
Finance Sorting
We sort through your existing records and paperwork to ensure every receipt and grant is accounted for.
Category Tracking
Custom Excel spreadsheets designed to track every fund and category, providing a clear overview of your spending. Spreadsheets can be designed to work alongside your existing systems - Xero, Quickbooks, Soldo, or manual updates.
Pivot Tables
Interactive pivot tables that summarise your data instantly, saving you hours of manual reporting.
Grant Management
Track budget vs. actual for each grant, ensuring you never miss a reporting deadline or spend-by date.
Cash Flow Forecast
See your projected income month by month to plan for the future and manage your cash reserves effectively.
Trustee Summary
A one-page trustee summary that provides a clear, streamlined view of your charity's financial health.
New Fund Setup
Each new grant is set up properly from day one. We create a dedicated Excel system with tracking for every category, budget vs actual comparisons, and a clear cash-flow forecast to ensure your new funding is managed with precision.
Funder Report Support
We provide reporting templates that pull figures directly from your system. Our team signs off on the data, ensuring your reports are accurate, professional, and submitted on time to maintain your funding relationships.
Funding & Deadline Tracker
Never miss a deadline again. Our tracker consolidates every application, award, and spend-by date in one place. With early warnings and an ongoing projected income bottom line, you can focus on your mission.
Tidy Admin
Invoices
Professional templates for your charity's invoices, branded with your logo and colours.
Expense Claims
Editable reimbursement claim forms designed for your team to use with ease.
Meeting Agendas
Custom meeting agendas and schedules that keep your group on track and organised.
Tidy Extras
Need a branded flyer or a custom template? We provide reusable project flyers and other branded templates on request to help your community group stay organised and professional.
Tidy Funds provides systems and organisation. It does not provide bookkeeping, accountancy, payroll, tax or financial advice.