CampaignFlow

    Financial Control Built for Mission-Driven Organizations

    CampaignFlow helps nonprofits and advocacy groups track donors, manage budgets, and stay audit-ready — with the same compliance-grade rigor built for political campaigns.

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    Spreadsheets don't scale. Neither does guessing.

    Donor records that are never quite ready for an audit or board review

    Budget tracking that lives in a spreadsheet no one fully trusts

    Staff turnover means financial context gets lost every cycle

    CampaignFlow replaces the chaos with a single source of financial truth — synced to your bank, linked to your budget, accessible to your whole team.

    Built for mission-driven financial clarity

    Compliance-Ready Donor Tracking

    Compliance fields built in: occupation, employer, contribution limits, and audit trail on every change. Your donor data is always filing-ready.

    Compliance-ready fields · Contribution limit flags · CSV bulk import with dedup

    Multi-Race Portfolio View

    Manage campaigns, PACs, and committees from one login. Switch context instantly and roll up financials across your entire book of business.

    Unlimited organizations · Hierarchy management · Unified dashboard

    Cash Flow Forecasting

    30/60/90-day projections with first-week-in-red alerts. Know your runway before your candidate — or your donors — ask about it.

    Scenario modeling · Recurring expense tracking · Alert thresholds

    Bank-Synced Reconciliation

    Auto-import transactions via secure bank connection. Link to budget line items, split across categories, and reconcile in minutes — not days before a filing deadline.

    Bank-grade security · Provider-agnostic sync · Real-time reconciliation

    Permissioned Team Access

    Four role tiers plus feature-level toggles. Give your treasurer exactly what they need. Audit every permission change. Control who can see, edit, or approve.

    4 RBAC tiers · Feature-level granularity · SOX-grade audit trail

    Up and running in minutes

    Step 1

    Track Donors Properly

    Track donors with compliance-grade fields — contribution history, limits, occupation, employer — and export for any filing or board report.

    Step 2

    Unified Oversight

    Manage multiple programs or fiscal sponsors from one login. Separate books, unified oversight.

    Step 3

    Know Your Runway

    30/60/90-day cash projections so your ED always knows the runway before the board asks.

    Stop managing campaigns in spreadsheets.

    CampaignFlow gives your team a single source of financial truth — from announcement day to your final filing.