CampaignFlow is built for campaign treasurers and compliance officers who need clean books, audit-ready donor records, and real-time bank reconciliation — without the spreadsheet marathon.
Request AccessReconciling bank statements manually the night before a filing deadline
Donor data spread across forms, emails, and spreadsheets — never filing-ready
No audit trail when auditors ask who changed what and when
CampaignFlow replaces the chaos with a single source of financial truth — synced to your bank, linked to your budget, accessible to your whole team.
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
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
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
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
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 transactions sync automatically — link to budget items, split across categories, reconcile in real time.
Compliance fields built in: occupation, employer, contribution limits, and a full audit trail on every change.
Every permission change is logged and timestamped. Know exactly who had access to what, and when.
CampaignFlow gives your team a single source of financial truth — from announcement day to your final filing.