Agilon ONE

The Agilon Business Financials solution provides a fully integrated fund accounting solution for the ONE donor management system. Using the power of Agresso’s Business World solution, Agilon empowers nonprofits with the advanced functionality used by many organizations.

Components of the Business Financials solution include:

• General Ledger
• Accounts Payable
• Accounts Receivable
• Fixed Assets
• Budgeting
• Document Archive
• Bank Reconciliation
• Investment Manager
• Flexi-fields
• Business Process Automation
• Workflow
• IntellAgent

The ONE’s fundraising system includes core modules for:

• Constituents
• Contributions
• Prospects
• Gift Clubs
• Reports
• Selection Wizard
• Agilon Mobile

Additional Modules in this product line:

• Events
• Memberships
• Scholarships
• Campaign Management
• Constituent Connection Online Community
• Relay Email Delivery System
• Online Merchandising

Accounts Payable

Maintain all vital information about your vendors and their accounts in one master file. In addition to storing standard vendor information, Account Payable can be tailored to track the specific information that your organization needs.

Accounts Receivable

Workflow in Accounts Receivable can be combined with automated business alerts, so you are always informed about exceptional events. Agresso keeps a record of all actions taken, such as phone call or memos.

Bank Reconciliation

Bank Reconciliation contains routines for both manual and automatic bank reconciliation in the General Ledger against bank statements. You can reconcile at any time. Reconciliations have a full audit trail. You can inquire about previous reconciliations, reprint the reports at any time and have the ability to correct historic items. Bank Reconciliation can handle multi-company, multi-bank, multi-statement and multi-currency.

Budgeting

Agresso budgeting, Planner, offers reporting needs. It provides full drill-down, drill-around, and analytic capabilities. By modeling your budgets, you can store the information in Agresso while maintaining the ease and flexibility of using a spreadsheet for reporting

Business Process Automation

The workflow, business alerts and process automation capabilities in Business Process Automation alert managers when things go off track, proactively direct staff to complete critical tasks and push actionable financial information to executives concerned with controlling costs.

Document Archive

Link transactions or master file information to documents, both external and documents, created within Agresso. Track changes to documents and maintain version control through the ýCheck In/Check Outý function.

Fixed Assets

The Business Financials module supports multiple depreciation methods and books while supporting linked/composite assets. The automated depreciation function eliminates the need for manual journal and spreadsheet calculations.

General Ledger

Bring together your actuals and budgets, simultaneously holding statutory information, management information and adjustments. With a user-friendly design, user-defined transaction templates, automatic code completion, automatic reversing and accrual features data entry is fast and efficient.

Investment Manager

Track investment activity down to the fund level. Investing/divesting, distribution of payout, earnings, realized and unrealized gains/losses, etc. is calculated and distributed down to the fund level based on the fund’s level of participation. All activity, per investment and fund, is recorded and can be viewed at any time.

Workflow

Workflow allows best practices to be defined for any business process and creates workflow rules that automatically prompt completion of the process according to those defined practices